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:
46.91%
Gain -1.74%
Monthly
1.12%
Yearly
14.24%
Drawdown
19.93%
$4.52B
Equity
Holdings
$4.52B
Investment
$3.88B
$5.22B
Profit -$74.46M
Realized
$4.58B
Unrealized
$645.93M
Dividends
$558.12M
Goals
Avg. 54.5% completed goals
Yearly
Gain > 12% 2026
Yearly
Loss < 15% 2026
Yearly
Loss < $150M 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.74%
Profit
-$74.46M
Win %
73%
This Week
Compared To Last Week
Gain
-1.62%
Profit
-$74.46M
Win %
73%
This Month
Compared to last month
Gain
-0.95%
Profit
-$43.48M
Win %
73%
This Year
Compared to last year
Gain
-1.93%
Profit
-$88.86M
Win %
74%
NU Nu Holdings Ltd.
+9.48%
+$52,800 
SUNB Sunbelt Rentals Holdings, Inc.
+4.39%
+$84,830.34 
TXN Texas Instruments Inc
+2.27%
+$6,272.12 
ADI Analog Devices, Inc.
+2.16%
+$5,030.64 
AM Antero Midstream Corporation
+2.13%
+$857,106.57 
SNX TD Synnex Corporation
+1.63%
+$6M 
COF Capital One Financial Corporation
+1.57%
+$3.47M 
ET Energy Transfer L.P.
+1.4%
+$4,349.98 
MAR Marriott International Inc. - Class A
+1.19%
+$5,002.86 
MPLX MPLX LP
+1.12%
+$2.1M 
SLM SLM Corporation
+1.04%
+$3.88M 
FNF Fidelity National Financial, Inc.
+1.02%
+$1.72M 
UNH UnitedHealth Group Incorporated
+0.69%
+$1,372.25 
BAC Bank of America Corporation
+0.62%
+$5,812.86 
OMF OneMain Holdings Inc.
+0.6%
+$2.96M 
ELV Elevance Health, Inc.
+0.53%
+$2.04M 
AN AutoNation Inc.
+0.48%
+$1.52M 
MA Mastercard Incorporated
+0.39%
+$2,601.88 
PGR Progressive Corporation
+0.33%
+$1,234.41 
PRI Primerica Inc.
+0.32%
+$874,530.29 
MRP Millrose Properties Inc.
+0.3%
+$542,765.25 
CMCSA Comcast Corp
+0.06%
+$466.41 
AMAT Applied Materials, Inc.
-5.13%
-$26,360.22 
ICLR ICON plc
-2.58%
-$13.65M 
HCA HCA Healthcare Inc.
-1.78%
-$35,425.84 
BLDR Builders FirstSource, Inc.
-1.43%
-$2.46M 
AMZN Amazon.com Inc
-0.93%
-$6,545.5 
SPGI S&P Global Inc.
-0.93%
-$5,505.96 
AJG Arthur J. Gallagher & Co.
-0.9%
-$2.93M 
META Meta Platforms Inc Class A
-0.85%
-$1,887.38 
LEN Lennar Corporation
-0.82%
-$1.71M 
DHI D.R. Horton, Inc.
-0.72%
-$739,236.24 
MCO Moody's Corporation
-0.72%
-$1,653.21 
RYAAY Ryanair Holdings plc American Depositary Receipt
-0.61%
-$1.43M 
V Visa Inc. Class A
-0.39%
-$883.75 
MSFT Microsoft Corp.
-0.29%
-$6,241.46 
GOOGL Alphabet Inc
-0.14%
-$9,723.64 
GOOG Alphabet Inc
-0.12%
-$1,515.96 
FG F&G Annuities & Life Inc.
-0.11%
-$74,472.51 
JPM JPMorgan Chase & Co.
-0.09%
-$1,749.33 Events
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Dividends
Dividend Analysis
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| Trades 957 | Longs Won 698/957 72% | Profit Factor 4.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $21.45M |
| Average Win $9.61M | Best Trade (Jun 30) $274.24M | Sharpe Ratio -9.39 |
| Average Loss -$5.74M | Worst Trade (Mar 31) -$252.15M | Z-Score -7.65 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1d | Expectancy $5.46M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 787 | 709 | 630 | 551 | 472 | 394 | 315 | 236 | 157 | 79 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ADI Analog Devices, Inc. | 612 | $243,068 | $238,306.69 | - | -$4,761.31 | -1.96% | +2.157% |
| AJG Arthur J. Gallagher & Co. | 1.29M | $295M | $322.81M | - | $27.81M | 9.43% | -0.899% |
| AM Antero Midstream Corporation | 1.82M | $19.96M | $41.12M | - | $21.17M | 106.07% | +2.129% |
| AMAT Applied Materials, Inc. | 961 | $246,967 | $487,332.7 | - | $240,365.7 | 97.33% | -5.132% |
| AMZN Amazon.com Inc | 2,650 | $442,531 | $696,049 | - | $253,518 | 57.29% | -0.932% |
| AN AutoNation Inc. | 1.52M | $270.84M | $319.17M | - | $48.33M | 17.85% | +0.48% |
| BAC Bank of America Corporation | 14,532 | $653,092.28 | $937,168.68 | - | $284,076.4 | 43.5% | +0.624% |
| BLDR Builders FirstSource, Inc. | 2.34M | $274.95M | $169.71M | - | -$105.23M | -38.27% | -1.427% |
| CMCSA Comcast Corp | 31,094 | $1.46M | $814,507.33 | - | -$641,313.75 | -44.05% | +0.057% |
| COF Capital One Financial Corporation | 988,973 | $211.72M | $224.83M | - | $13.11M | 6.19% | +1.568% |
| DHI D.R. Horton, Inc. | 684,478 | $74.78M | $101.85M | - | $27.07M | 36.21% | -0.721% |
| ELV Elevance Health, Inc. | 976,885 | $349.38M | $391.06M | - | $41.68M | 11.93% | +0.525% |
| ET Energy Transfer L.P. | 15,000 | $289,500 | $315,749.98 | - | $26,249.98 | 9.07% | +1.397% |
| FG F&G Annuities & Life Inc. | 2.48M | $49.87M | $68.07M | - | $18.2M | 36.49% | -0.109% |
| FNF Fidelity National Financial, Inc. | 3.45M | $150.37M | $170.52M | - | $20.14M | 13.39% | +1.021% |
| GOOG Alphabet Inc | 3,790 | $465,775.82 | $1.3M | - | $836,240.82 | 179.54% | -0.116% |
| GOOGL Alphabet Inc | 20,258 | $2.08M | $7.01M | - | $4.92M | 236.54% | -0.139% |
| HCA HCA Healthcare Inc. | 4,833 | $1.88M | $1.95M | - | $79,226.6 | 4.22% | -1.78% |
| ICLR ICON plc | 3.15M | $358.81M | $514.46M | - | $155.65M | 43.38% | -2.585% |
| JPM JPMorgan Chase & Co. | 5,643 | $635,459.75 | $2.05M | - | $1.41M | 222.17% | -0.085% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Glenn Greenberg?
The largest contributions to the portfolio's profits come from the following stocks: Apollo Global Management, Inc - $432.07M, Charles Schwab Corporation - $354.84M, 40412c101 - $351.94M, TD Synnex Corporation - $330.21M, and 46625h100 - $265.56M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: 03674x106 - $231.38M, VRX - $158.33M, Bread Financial Holdings Inc - $115.97M, g5480u120 - $64.12M, and ONE - $60.9M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Glenn Greenberg's portfolio generate?
The portfolio generates substantial dividend income, with a total of $558.12M earned over time. The largest contributors to dividend income include OneMain Holdings Inc - $113.65M, Fidelity National Financial, Inc - $56.41M, Elevance Health, Inc - $47.73M, MPLX LP - $39.49M, and Millrose Properties Inc - $29.94M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Glenn Greenberg's monthly returns?
Glenn Greenberg's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Glenn Greenberg's strategy be considered aggressive or moderate?
Glenn Greenberg's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Glenn Greenberg's strategy?
Glenn Greenberg's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
