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This article is part of a series that provides an ongoing analysis of the changes made to Glenn Greenberg's 13F portfolio on a quarterly basis. It is based on Greenberg's regulatory 13F Form filed on 05/15/2020. Please visit our Tracking Glenn Greenberg's Brave Warrior Advisors Portfolio series to get an idea of his investment philosophy and our previous update for the fund's moves during Q4 2019.
This quarter, Greenberg's 13F portfolio value decreased ~8% from $1.89B to $1.74B. The top three holdings represent ~42% of the portfolio while the top five is at 60%. The