Glenn Greenberg Portfolio
Invests via Brave Warrior Advisors LLC | Managed by Glenn H. Greenberg
Invests via Brave Warrior Advisors LLC
Managed by Glenn H. Greenberg
Automatically Tracked
Glenn Greenberg Profile
Concentrated, fundamental equity investor managing long-duration U.S. portfolios with a value-oriented, research-driven process that emphasizes company-level cash flow and management alignment. Glenn Greenberg acts as founder and lead portfolio manager, building high-conviction holdings across small to large-cap opportunities and maintaining active engagement with issuers. Institutional clients rely on the strategy for low-turnover, conviction-weighted exposure and downside-aware capital allocation.
Concentrated, fundamental equity investor managing long-duration U.S. portfolios with a value-oriented, research-driven process that emphasizes company-level cash flow and management alignment. Glenn Greenberg acts as founder and lead portfolio manager, building high-conviction holdings across small to large-cap opportunities and maintaining active engagement with issuers. Institutional clients rely on the strategy for low-turnover, conviction-weighted exposure and downside-aware capital allocation.
Investment Philosophy & Strategy
Employs a concentrated, value-first equity approach emphasizing long-duration U.S. holdings selected through deep fundamental research. Focuses on free cash flow generation, durable competitive advantages, aligned management, and asymmetric downside protection. High-conviction, low-turnover portfolios blend small- to large-cap opportunities with conviction-weighted sizing and active engagement to drive outcomes. Capital allocation favors companies with visible cash conversion and recovery optionality, disciplined risk controls, and a multi-year time horizon to compound intrinsic value.
Employs a concentrated, value-first equity approach emphasizing long-duration U.S. holdings selected through deep fundamental research. Focuses on free cash flow generation, durable competitive advantages, aligned management, and asymmetric downside protection. High-conviction, low-turnover portfolios blend small- to large-cap opportunities with conviction-weighted sizing and active engagement to drive outcomes. Capital allocation favors companies with visible cash conversion and recovery optionality, disciplined risk controls, and a multi-year time horizon to compound intrinsic value.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
19.36%
Gain
Monthly
0.96%
Yearly
12.21%
Drawdown
20.8%
$4.83B
Equity
Holdings
$4.83B
Investment
$3.89B
$5.12B
Profit -$18.78M
Realized
$4.19B
Unrealized
$934.36M
Dividends
$549.15M
Goals
Avg. 100% completed goals
Yearly
Gain > 12% 2026
Yearly
Loss < 15% 2026
Yearly
Loss < $150M 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$18.78M
Win %
73%
This Week
Compared To Last Week
Gain
-0.61%
Profit
-$29.72M
Win %
73%
This Month
Compared to last month
Gain
-0.77%
Profit
-$37.45M
Win %
73%
This Year
Compared to last year
Gain
19.47%
Profit
$786.75M
Win %
74%
ARES Ares Management Corporation
+4.33%
+$26,050 
FG F&G Annuities & Life Inc.
+4.03%
+$6.53M 
RYAAY Ryanair Holdings plc American Depositary Receipt
+3.9%
+$7.63M 
GOOG Alphabet Inc
+3.83%
+$51,923 
HCA HCA Healthcare Inc.
+3.82%
+$18,528.7 
GOOGL Alphabet Inc
+3.63%
+$264,063.23 
AMZN Amazon.com Inc
+3.43%
+$11,899.99 
META Meta Platforms Inc Class A
+3.4%
+$8,388.77 
MSFT Microsoft Corp.
+3.39%
+$26,423.84 
AN AutoNation Inc.
+3.3%
+$10.01M 
MCO Moody's Corporation
+2.87%
+$6,699.97 
APO Apollo Global Management, Inc.
+2.76%
+$14,895 
COF Capital One Financial Corporation
+1.94%
+$4.01M 
BAC Bank of America Corporation
+1.81%
+$15,985.2 
JPM JPMorgan Chase & Co.
+1.72%
+$33,237.27 
CMCSA Comcast Corp
+1.68%
+$12,126.66 
MAR Marriott International Inc. - Class A
+1.54%
+$6,674.46 
LEN Lennar Corporation
+1.52%
+$3.07M 
FNF Fidelity National Financial, Inc.
+1.26%
+$2.21M 
OMF OneMain Holdings Inc.
+0.98%
+$4.54M 
PRI Primerica Inc.
+0.94%
+$2.52M 
MRP Millrose Properties Inc.
+0.79%
+$1.92M 
DHI D.R. Horton, Inc.
+0.53%
+$547,913.19 
FAF First American Financial Corporation
+0.48%
+$1,675 
ICLR ICON plc
+0.38%
+$1.92M 
MA Mastercard Incorporated
+0.17%
+$377.69 
BLDR Builders FirstSource, Inc.
+0.09%
+$166,060.44 
ELV Elevance Health, Inc.
-8.63%
-$41.34M 
PGR Progressive Corporation
-7.64%
-$30,967.59 
AMAT Applied Materials, Inc.
-5.76%
-$33,000.74 
SNX TD Synnex Corporation
-2.62%
-$20.22M 
AM Antero Midstream Corporation
-1.19%
-$496,767.33 
SLM SLM Corporation
-0.53%
-$1.85M 
ET Energy Transfer L.P.
-0.47%
-$1,425 
MPLX MPLX LP
-0.21%
-$390,422.88 
SUNB Sunbelt Rentals Holdings, Inc.
-0.17%
-$2,851.44 Events
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Dividends
Dividend Analysis
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| Trades 929 | Longs Won 663/929 71% | Profit Factor 4.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $21.64M |
| Average Win $9.92M | Best Trade (Jul 10) $275.18M | Sharpe Ratio -9.45 |
| Average Loss -$5.46M | Worst Trade (Mar 31) -$252.15M | Z-Score -6.68 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3w 6d | Expectancy $5.51M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 883 | 795 | 707 | 618 | 530 | 442 | 353 | 265 | 177 | 88 |
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Returns
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