About Glenn Greenberg
Glenn Greenberg is a renowned American value investor. He was the co-founder and managing director of Chieftain Capital Management, a highly successful investment firm known for its concentrated, long-only portfolio. Although he and his partner later split and he founded Brave Warrior Advisors, Greenberg remains a celebrated figure in the value investing community for his disciplined and focused approach.
Glenn Greenberg Top Holdings of 2025-06-30
| Ticker | Name | Shares | Value | % of Portfolio | Time Held | % Change |
|---|---|---|---|---|---|---|
| 3.77 M | $511.39 M | 11.72% | 1.2 Years | -7.55% | ||
| 7.87 M | $448.59 M | 10.28% | 3 Years | +7.17% | ||
| 1.11 M | $431.61 M | 9.89% | 5.7 Years | -29.66% | ||
| 1.83 M | $389.99 M | 8.94% | 0.5 Years | +190.24% | ||
| 10.54 M | $345.64 M | 7.92% | New Buy | +11.48% | ||
| 5.38 M | $310.21 M | 7.11% | 1.5 Years | -1.79% | ||
| 1.21 M | $241.26 M | 5.53% | 2.5 Years | +7.47% | ||
| 2.16 M | $238.6 M | 5.47% | 3.2 Years | -1.48% | ||
| 823,992 | $225.5 M | 5.17% | >10 Years | -1.28% | ||
| 7.86 M | $224.14 M | 5.14% | New Buy | -1.22% |
Recent Moves
Significant New Position
+15,000 Shares | +$678,750 Value
Continues to build a major stake in the Financials sector
2025 Q2
Added to Core Holding
+1.2 M Shares | +$255.62 M Value
Largest position increase in Financials sector
2025 Q2
Reduced Exposure to Position
-467,917 Shares | -$182 M Value
Significant reduction in holdings of Healthcare
2025 Q2
Complete Exit
-381,889 Shares | -$112.1 M Value
Cleared LAD, sector remains in portfolio
2025 Q2
Glenn Greenberg's Historical Top Holdings Breakdown
Portfolio Date:
Glenn Greenberg Top Stock Picks
| Ticker | Name | Date | Activity | Shares | Shares Change | Value Change |
|---|---|---|---|---|---|---|
|
N/A
|
DISCOVER FINL SVCS
|
06/30/2025 | Sold Out | 1.61 M | -1.61 M | $274.64 M |
| 06/30/2025 | Add 190.2% | 1.83 M | 1.2 M | $255.62 M | ||
| 06/30/2025 | Reduce -29.7% | 1.11 M | -467,917 | $182 M | ||
| 06/30/2025 | Sold Out | 381,889 | -381,889 | $112.1 M | ||
| 06/30/2025 | Add 47.2% | 1.83 M | 585,683 | $68.34 M | ||
| 06/30/2025 | Reduce -7.6% | 3.77 M | -307,915 | $41.78 M | ||
| 06/30/2025 | Add 11.5% | 10.54 M | 1.09 M | $35.59 M | ||
| 06/30/2025 | Add 7.2% | 7.87 M | 526,449 | $30.01 M | ||
| 06/30/2025 | Add 7.5% | 1.21 M | 84,455 | $16.78 M | ||
| 06/30/2025 | Reduce -1.8% | 5.38 M | -97,800 | $5.64 M |