Brave Warrior Advisors as of June 30, 2021
Portfolio Holdings for Brave Warrior Advisors
Brave Warrior Advisors holds 24 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Anthem (ELV) | 15.0 | $437M | 1.1M | 381.80 | |
| Aon Shs Cl A (AON) | 10.2 | $299M | 1.3M | 238.76 | |
| JPMorgan Chase & Co. (JPM) | 9.9 | $287M | 1.8M | 155.54 | |
| Primerica (PRI) | 9.8 | $287M | 1.9M | 153.14 | |
| Fidelity National Financial Fnf Group Com (FNF) | 9.4 | $273M | 6.3M | 43.46 | |
| Valvoline Inc Common (VVV) | 8.5 | $246M | 7.6M | 32.46 | |
| Progressive Corporation (PGR) | 7.9 | $231M | 2.3M | 98.21 | |
| Raymond James Financial (RJF) | 7.3 | $211M | 1.6M | 129.90 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 6.6 | $194M | 696k | 277.92 | |
| Hca Holdings (HCA) | 5.6 | $162M | 782k | 206.74 | |
| UnitedHealth (UNH) | 3.3 | $97M | 242k | 400.44 | |
| Dollar Tree (DLTR) | 3.2 | $95M | 949k | 99.50 | |
| Charles Schwab Corporation (SCHW) | 1.8 | $53M | 721k | 72.81 | |
| Antero Midstream Corp antero midstream (AM) | 1.2 | $35M | 3.3M | 10.39 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.8M | 31k | 57.02 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $1.4M | 564.00 | 2441.49 | |
| Moody's Corporation (MCO) | 0.0 | $1.2M | 3.3k | 362.31 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $865k | 345.00 | 2507.25 | |
| Bank of America Corporation (BAC) | 0.0 | $599k | 15k | 41.22 | |
| Marriott Intl Cl A (MAR) | 0.0 | $440k | 3.2k | 136.52 | |
| Facebook Cl A (META) | 0.0 | $433k | 1.2k | 347.51 | |
| Squarespace Class A (SQSP) | 0.0 | $356k | 6.0k | 59.33 | |
| Amazon (AMZN) | 0.0 | $237k | 69.00 | 3434.78 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $204k | 558.00 | 365.59 |
