Glenn Greenberg - Brave Warrior Advisors Investment Strategy & Portfolio Analysis

How Brave Warrior Advisors allocates capital, manages risk, and constructs its portfolio — based on SEC 13F filings.

As of Mar 31, 2026, Glenn Greenberg's Brave Warrior Advisors portfolio reflects a balanced investor approach across 35 reported 13F positions. Portfolio returns are primarily driven by a small set of high-conviction positions such as TD SYNNEX, OneMain Holdings,, and ICON, with the top five holdings accounting for approximately 47% of total exposure and TD SYNNEX alone contributing ~13%. While the portfolio includes 35 positions, economic outcomes are highly concentrated in a narrow set of financials and consumer cyclical companies names. Exposure to high-growth and technology-oriented segments is moderate relative to peers, with performance instead anchored in durable, cash-generating businesses across financials, consumer discretionary, and unknown. The portfolio exhibits extremely low turnover, reinforcing a patient, conviction-led investment approach. Distinctive traits include Long-Term Holder, Structurally Diversified.

Investment Style

Value, growth, quality, and behavioral classification from latest 13F holdings.

Balanced Investor

Primary type: Balanced Investor

Traits: Long-Term Holder, Structurally Diversified

Turnover profile

Moderate

Holding horizon

Long-Term

Portfolio Construction

Concentration and position sizing in the latest filing.

Portfolio construction is moderately concentrated: top three names represent 31.2% of assets, top five 46.8%, and the largest single position is 12.8%.

Top 3 weight

31.2%

Top 5 weight

46.8%

Top 10 weight

75.4%

Largest position

12.8%

Top holdings: TD SYNNEX Corporation, OneMain Holdings, Inc., ICON, Elevance Health, Inc., AutoNation, Inc. — view full holdings

Sector Preferences

Where capital is allocated by sector.

Capital is tilted toward Financial Services and Consumer Cyclical, with 8 sectors represented in the latest filing.

Leading sectors: Financial Services, Consumer Cyclical, Unknown

View full sector allocation

Risk Framework

Concentration, diversification, and turnover tolerance.

This investor accepts moderate single-name risk (largest position 12.8%, top ten 75.4%) and moderate economic diversification (HHI 0.04). Turnover tolerance maps to a moderate profile.

Largest position

12.8%

Top 10 weight

75.4%

Max sector

34.9%

Diversification

Moderate

Strategy Evolution

How the strategy changed between the two most recent filing periods.

Dec 31, 2025 → Mar 31, 2026

  • Position count increased from 33 to 35 (+2 names).
  • Top-five concentration fell from 49.3% to 46.8%.
  • Largest holding changed from OneMain Holdings, Inc. to TD SYNNEX Corporation.
  • Quarter-over-quarter portfolio weight turnover: 10.9%.

For trade-level changes, see the Activity page. View activity.

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Peer group with comparable portfolio behavior.

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Glenn Greenberg - Brave Warrior Advisors Investment Strategy | InsiderSet