Brave Warrior Advisors, LLC 13F holdings and portfolio analysis

已就緒Brave Warrior Advisors, LLC · Glenn Greenberg

登錄後可基於當前選中的策略克隆一個新分支，繼續在新分支裏調整參數與權重。

官方策略
用户分支
返回基金列表

Baseline

分析消息
分支：
Baselinetested
策略問答參考3 條參考問答

基於這隻基金最新一期數據預生成的問答，可直接作為對話上下文使用。

baseline13FChat AI
What does directly following the disclosed baseline portfolio expose an investor to?

Directly following the baseline means accepting a very top-heavy portfolio with cyclical and financial risk concentrated in a few names. strategyViews.baseline.concentration shows top 5 at 52.07% and top 10 at 82.57%. The biggest positions are OMF 12.94%, SNX 11.75%, ELV 10.86%, SLM 8.59%, and AN 7.93%. SectorWeights are led by Financials at 41.55% and Consumer Discretionary at 16.59%, with another 11.77% in Information Technology. The baseline also comes with 13F lag and implementation drag, including 661 trades and 2.21 estimated cost in riskNotes.

↳Ask how much of baseline risk comes from top-5 concentration versus the Financials and Consumer Discretionary sector mix.
baseline13FChat AI
Which recent baseline periods best explain the risk-return trade-off?

The recent quarters show why the baseline can post solid long-run returns but uneven relative results. In periodPerformance, 2023-03-31 was strong with 13.42% vs 7.9% for SPY, a +5.51% excess return, while 2023-09-30 added another +2.52% excess. But weak quarters offset that edge: 2024-06-30 returned 4.88% versus 9.83% for SPY (-4.95% excess), 2024-09-30 was -2.54% versus +2.76% (-5.3% excess), and 2025-03-31 was essentially flat at -0.01% versus +9.22% for SPY (-9.22% excess). Those swings fit the baseline summary of strong absolute returns with uneven benchmark-relative results.

↳Ask which holdings and sector tilts were most responsible for the strong 2023 periods and the weak 2024-2025 relative periods.
baseline13FChat AI
What should a user inspect next before deciding whether the baseline is acceptable?

The next thing to inspect is whether the concentration and drawdown profile are tolerable after reporting lag. The baseline has a -34.45% max drawdown, 166 recoveryDays, and 0.77 beta, so it was less market-sensitive than SPY but still suffered deep losses. Users should also inspect whether they are comfortable with the top 5 at 52.07%, the Financials weight at 41.55%, and the recent shift toward OMF, AN, MRP, and COF. Finally, turnover and trade burden matter: period turnover reached 20.28 in 2025-03-31 and totalEstimatedCost was 2.2084.

↳Ask whether the baseline still looks acceptable after stress-testing its top holdings, drawdown history, and filing-lag implementation risk.
登錄後即可基於上方策略與右側數據，直接與 AI 對話分析。
登錄後開始對話…
可參考左欄策略與右欄數據。