Brave Warrior Advisors as of March 31, 2019
Portfolio Holdings for Brave Warrior Advisors
Brave Warrior Advisors holds 20 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Inc Class A cs (GOOGL) | 18.6 | $370M | 315k | 1176.89 | |
| JPMorgan Chase & Co. (JPM) | 10.5 | $209M | 2.1M | 101.23 | |
| Raymond James Financial (RJF) | 9.9 | $198M | 2.5M | 80.41 | |
| Alliance Data Systems Corporation (BFH) | 9.9 | $197M | 1.1M | 174.98 | |
| Lennar Corporation (LEN) | 9.0 | $179M | 3.6M | 49.09 | |
| Primerica (PRI) | 7.7 | $154M | 1.3M | 122.15 | |
| Charles Schwab Corporation (SCHW) | 7.4 | $148M | 3.5M | 42.76 | |
| Facebook Inc cl a (META) | 7.0 | $140M | 838k | 166.69 | |
| Liberty Global Inc C | 6.4 | $128M | 5.3M | 24.21 | |
| Antero Res (AR) | 5.3 | $105M | 12M | 8.83 | |
| Citigroup (C) | 4.4 | $88M | 1.4M | 62.22 | |
| D.R. Horton (DHI) | 2.7 | $53M | 1.3M | 41.38 | |
| Antero Midstream Corp antero midstream (AM) | 0.4 | $8.6M | 626k | 13.78 | |
| Liberty Global Inc Com Ser A | 0.3 | $5.8M | 232k | 24.92 | |
| Alphabet Inc Class C cs (GOOG) | 0.1 | $1.3M | 1.1k | 1173.18 | |
| Frontdoor (FTDR) | 0.1 | $1.4M | 41k | 34.42 | |
| Comcast Corporation (CMCSA) | 0.1 | $1.2M | 31k | 39.98 | |
| Moody's Corporation (MCO) | 0.1 | $1.2M | 6.9k | 181.09 | |
| Lennar Corporation (LEN.B) | 0.0 | $724k | 19k | 39.13 | |
| Bank of America Corporation (BAC) | 0.0 | $401k | 15k | 27.59 |
