Glenn Greenberg - Brave Warrior Advisors Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 35 | |
| Portfolio Value | $4.37B |
Brave Warrior Advisors Strategy Analysis
Investment Strategy Metrics
Key metrics revealing investment style, risk management, and performance characteristics
| Metric | Value | Category | Description |
|---|---|---|---|
| Holding Period | 1.9 years | Style | Average duration positions are maintained |
| Position Count | 29 | Style | Number of active positions in portfolio |
| Position Size | 5.3% | Risk | Typical allocation per position |
| Win Rate | 61.3% | Performance | Percentage of profitable positions |
| Average Return | 32.1% | 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 - 8/6/2025
Performance Metrics
Total Return: 171.54%
Holding Period: 2137 days
Max Position Size: $664,743.00
Position Weight: 13.12%
Key Events
9/30/2019: ENTRY(638,397.00 shares) @ $0.24
12/31/2019: DECREASE(-10,745.00 shares) @ $0.30
3/31/2020: INCREASE(247,815.00 shares) @ $0.23
6/30/2020: DECREASE(-103,999.00 shares) @ $0.26
9/30/2020: DECREASE(-7,541.00 shares) @ $0.27
12/31/2020: INCREASE(7,208.00 shares) @ $0.32
3/31/2021: INCREASE(392,594.00 shares) @ $0.36
6/30/2021: DECREASE(-18,313.00 shares) @ $0.38
9/30/2021: INCREASE(225,846.00 shares) @ $0.37
12/31/2021: DECREASE(-5,477.00 shares) @ $0.46
3/31/2022: DECREASE(-12,536.00 shares) @ $0.49
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