Glenn Greenberg - Brave Warrior Advisors Investment Strategy (Dec 31, 2025)


As of Dec 31, 2025, the Brave Warrior Advisors portfolio managed by Glenn Greenberg demonstrates a sophisticated investment approach with 33 positions and an average holding period of 866 quarters. The strategy focuses on Communication Services, Consumer Cyclical, Energy, Financial Services, Healthcare, Industrials, Technology sectors with a typical position size of 5.1% of the portfolio.


The portfolio's risk management approach includes a maximum position size of 5.13% and sector diversification of 7%, exemplified by the case study of ONEMAIN HLDGS INC (OMF). This strategic framework provides insights into Glenn Greenberg's investment philosophy, risk management practices, and long-term value creation approach.

Investment Strategy Metrics

Key metrics revealing investment style, risk management, and performance characteristics

MetricValueCategoryDescription
Holding Period2.4 yearsStyleAverage duration positions are maintained
Position Count33StyleNumber of active positions in portfolio
Position Size5.1%RiskTypical allocation per position
Win Rate60.9%PerformancePercentage of profitable positions
Average Return25.7%PerformanceMean return across positions
Sharpe Ratio0.10PerformanceReturn per unit of risk taken

Investment Case Study: ONEMAIN HLDGS INC (OMF)

6/30/2022 - 3/26/2026

Performance Metrics

Total Return: 111,473.81%

Holding Period: 1365 days

Max Position Size: $522,789,242.00

Position Weight: 7.51%

Key Events

6/30/2022: ENTRY(2,889,274.00 shares) @ $0.04
9/30/2022: INCREASE(2,491,819.00 shares) @ $0.03
12/31/2022: DECREASE(-68,547.00 shares) @ $33.31
3/31/2023: DECREASE(-18,954.00 shares) @ $37.08
6/30/2023: INCREASE(58,041.00 shares) @ $43.69
9/30/2023: DECREASE(-52,999.00 shares) @ $40.09
12/31/2023: INCREASE(1,118,166.00 shares) @ $49.20
3/31/2024: INCREASE(255,464.00 shares) @ $51.09
6/30/2024: INCREASE(597,913.00 shares) @ $48.49
9/30/2024: INCREASE(132,045.00 shares) @ $47.07
12/31/2024: INCREASE(35,448.00 shares) @ $52.13
3/31/2025: DECREASE(-94,034.00 shares) @ $48.88
6/30/2025: INCREASE(526,449.00 shares) @ $57.00
9/30/2025: DECREASE(-75,815.00 shares) @ $56.46
12/31/2025: DECREASE(-54,977.00 shares) @ $67.55

Investment Thesis

Entry Context: Initial position established based on fundamental analysis

Sector Conditions: Favorable market conditions in the sector

Risk Factors:
  • Market volatility
  • Sector-specific risks

Key Learnings

  • Position sizing is critical for portfolio management
  • Important to monitor sector exposure

Sector Allocations