Glenn Greenberg - Brave Warrior Advisors Investment Strategy (Sep 30, 2025)
As of Sep 30, 2025, the Brave Warrior Advisors portfolio managed by Glenn Greenberg demonstrates a sophisticated investment approach with 32 positions and an average holding period of 805 quarters. The strategy focuses on Communication Services, Consumer Cyclical, Energy, Financial Services, Healthcare, Industrials, Technology sectors with a typical position size of 5.2% of the portfolio.
The portfolio's risk management approach includes a maximum position size of 5.17% and sector diversification of 7%, exemplified by the case study of ANTHEM INC (ELV). 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
| Metric | Value | Category | Description |
|---|---|---|---|
| Holding Period | 2.2 years | Style | Average duration positions are maintained |
| Position Count | 32 | Style | Number of active positions in portfolio |
| Position Size | 5.2% | Risk | Typical allocation per position |
| Win Rate | 61.0% | Performance | Percentage of profitable positions |
| Average Return | 27.9% | Performance | Mean return across positions |
| Sharpe Ratio | 0.10 | Performance | Return per unit of risk taken |
Investment Case Study: ANTHEM INC (ELV)
9/30/2019 - 12/27/2025
Performance Metrics
Total Return: 171.54%
Holding Period: 2280 days
Max Position Size: $664,743.00
Position Weight: 13.12%
Key Events
Investment Thesis
Entry Context: Initial position established based on fundamental analysis
Sector Conditions: Favorable market conditions in the sector
- Market volatility
- Sector-specific risks
Key Learnings
- Position sizing is critical for portfolio management
- Important to monitor sector exposure