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.
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
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.
Similar Investors
Peer group with comparable portfolio behavior.
Similar-investor comparisons are coming soon.