G Guru DNA Investor Style
Q1 2026 · 13F
GURU PROFILE · Q1 2026 · 13F-HR Top
GG

Glenn Greenberg — value

Glenn Greenberg — formerly of Chieftain Capital — is known for running an unusually concentrated book of a handful of high-conviction value names. The portfolio bears that signature: a deep value tilt, above-cohort concentration, and respectable quality.

Brave Warrior Advisors
Positions
36
Avg Annual Return, 5 yr
+7,5%
Alpha vs S&P 500, Annual
−11,0%
Max Drawdown
−18,3%
Sharpe (5 yr)
0,48

DNA Fingerprint

6 axes · Q1 2026
255075100VALUE97RISK61CONCENTRATION58TURNOVER66QUALITY41CONTRARIAN25
Q1 2026 (latest)

Style Traits

  • Value Value / Growth
    97 +1 since Q1 2025

    Growth Value

  • Risk Risk Appetite
    61 +17 since Q1 2025

    Low High

  • Concentration Portfolio Focus
    58 +1 since Q1 2025

    Diversified Focused

  • Turnover Trading Activity
    66 +11 since Q1 2025

    Long-term Active

  • Quality Profitability
    41 −4 since Q1 2025

    Speculative Profitable

  • Contrarian Contrarianism
    25 −43 since Q1 2025

    With Crowd Against Crowd

Methodology

Each axis is a percentile rank from 0 to 100 relative to the profiled guru cohort; 50 is the cohort midpoint. The higher the value, the stronger the trait. The dashed overlay is the median shape of the guru's behavioral peer group, so you can read where this investor is unusual within their own style. The Trajectory arrows trace the drift from four quarters ago to now — an illustration of the method over a short window, not a statistical claim.

  • Value (Value / Growth) — how cheaply the portfolio's stocks are priced versus the market, by valuation multiples (e.g. price-to-earnings). A higher score means cheaper, value-style picks; a lower score means pricier, growth-style bets the market expects to grow fast.
  • Risk (Risk Appetite) — how much price volatility and business fragility the portfolio carries. A higher score means bolder, more volatile holdings (think biotech or meme stocks); a lower score means defensive, steady names like utilities and staples.
  • Concentration (Portfolio Focus) — how much of the portfolio sits in its few largest positions. A higher score means a focused book of big convictions; a lower score means bets spread thinly across many names.
  • Turnover (Trading Activity) — how much the lineup of holdings changes from one quarter to the next. A higher score means an active trader rotating names in and out; a lower score means a patient, buy-and-hold roster.
  • Quality (Profitability) — how profitable and financially solid the businesses in the portfolio are. A higher score means durable, profitable companies; a lower score means speculative or pre-profit bets.
  • Contrarian (Contrarianism) — how often the guru's trades go against what the other gurus are doing. A higher score means buying what the crowd sells and vice versa; a lower score means moving with the consensus.

Extended DNA

Beyond the radar's six: two further behavioral reads — whether new buys add to existing holdings or start fresh, and the size of companies the book favors — on the same 0–100 cohort-percentile scale.

  • Follow-On Buying — Of the quarter's buys, the share that add to tickers already held rather than open fresh positions. A higher score means doubling down on existing convictions; a lower score means spreading into new bets.
  • Size Bias — Whether the book tilts toward large, easy-to-trade companies or smaller, thinly-traded ones — gauged from each holding's trading liquidity, which stands in for company size rather than measuring market cap directly. A higher score means large, liquid mega-caps; a lower score means smaller, less-liquid names.
  • Conviction Follow-On Buying
    19 −1 since Q1 2025

    New bets Adds to conviction

  • Size Size Bias
    62 +2 since Q1 2025

    Small-cap Large-cap

DNA Anomalies

1 deviations · basis Q1 2024–Q4 2025
GURU PATTERNBOUGHT · LARGERSOLD · LARGERSOLD · SMALLERBOUGHT · SMALLERsoldboughtlargersmallerOMFICLRBLDR
Dot colour — type of deviationConcentration / contrarianMomentumOther positions (no deviation)5% of portfolio
What deviated from pattern
OMFICLRBLDR
OneMain Holdings, Inc. · ICON Public Limited Company · Builders FirstSource, Inc.
Risk appetite: a notable shift toward higher risk — 1.9σ above its 9-quarter norm (45→61). Led by ICLR, OMF, BLDR.

Backtest · Cost of Delay

real 13F delay vs S&P 500
Cost of Delay

Copying with the real 13F publication delay costs  2,2 pp of return over 2 years.

Guru (2 years)
+17,1%
Copier (13F)
+14,9%
S&P 500
+44,6%
90110130150117115145Q2 ’24Q3 ’24Q4 ’24Q1 ’25Q2 ’25Q3 ’25Q4 ’25Q1 ’26Q2 ’26DELAY SPREAD

Managers with assets above $100M disclose positions in Form 13F-HR within 45 days after quarter end. The backtest runs three $100,000 portfolios: the guru rebalances at quarter-end prices, the copier mirrors the same weights on the actual filing date, and S&P 500 is the benchmark.

The hatched area is the cost of delay: the difference in cumulative returns between the guru and the copier in percentage points. The delay is not always a disadvantage — if a stock fell between quarter end and the filing date, the copier buys in cheaper.

The guru curve is also a model: 13F shows only long positions in US equities at quarter end, without intra-quarter trades, shorts, or cash. Commissions, slippage, and taxes are not accounted for.

Notable Signals

synthesis metrics
Identity × Action

Dialing up risk vs its own history

Risk appetite moved 45→61 this quarter — 16 points off the book's multi-quarter identity.

Out of character
This quarter
ICLR

Adding to ICON Public Limited Company

+8.2pp in ICLR this quarter — the book's largest single weight change.

Big move

Top 10 Positions

of 36 · Q1 2026
Ticker Company Δ for quarter Weight
SNX TD SYNNEX Corporation +1,7
12,8%
OMF OneMain Holdings, Inc. −2,1
10,2%
ICLR ICON Public Limited Company +8,2
8,2%
ELV Elevance Health Inc. −2,2
8,1%
AN AutoNation, Inc. 0,0
7,5%
SLM SLM Corporation −0,9
7,2%
MRP Millrose Properties, Inc. −0,1
5,9%
PRI Primerica, Inc. +0,8
5,5%
LEN Lennar Corporation −0,6
5,2%
BLDR Builders FirstSource, Inc. −0,9
4,8%