Brave Warrior Advisors as of Sept. 30, 2019
Portfolio Holdings for Brave Warrior Advisors
Brave Warrior Advisors holds 17 positions in its portfolio as reported in the September 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Alphabet Inc Class A cs (GOOGL) | 19.1 | $359M | 294k | 1221.14 | |
Berkshire Hathaway (BRK.B) | 16.7 | $313M | 1.5M | 208.02 | |
JPMorgan Chase & Co. (JPM) | 12.7 | $239M | 2.0M | 117.69 | |
Raymond James Financial (RJF) | 11.3 | $212M | 2.6M | 82.46 | |
Anthem (ELV) | 8.2 | $153M | 638k | 240.10 | |
Charles Schwab Corporation (SCHW) | 7.5 | $141M | 3.4M | 41.83 | |
Lennar Corporation (LEN) | 7.5 | $140M | 2.5M | 55.85 | |
Primerica (PRI) | 6.0 | $112M | 878k | 127.23 | |
Citigroup (C) | 5.1 | $95M | 1.4M | 69.08 | |
D.R. Horton (DHI) | 3.5 | $67M | 1.3M | 52.71 | |
Antero Res (AR) | 1.9 | $35M | 12M | 3.02 | |
Antero Midstream Corp antero midstream (AM) | 0.2 | $3.5M | 467k | 7.40 | |
Moody's Corporation (MCO) | 0.1 | $1.4M | 6.9k | 204.80 | |
Comcast Corporation (CMCSA) | 0.1 | $1.4M | 31k | 45.09 | |
Alphabet Inc Class C cs (GOOG) | 0.1 | $1.3M | 1.1k | 1219.09 | |
Lennar Corporation (LEN.B) | 0.0 | $822k | 19k | 44.38 | |
Bank of America Corporation (BAC) | 0.0 | $424k | 15k | 29.15 |