Brave Warrior Advisors as of Dec. 31, 2019
Portfolio Holdings for Brave Warrior Advisors
Brave Warrior Advisors holds 19 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 17.6 | $334M | 1.5M | 226.50 | |
| Alphabet Inc Class A cs (GOOGL) | 16.5 | $313M | 233k | 1339.39 | |
| JPMorgan Chase & Co. (JPM) | 13.6 | $257M | 1.8M | 139.40 | |
| Raymond James Financial (RJF) | 11.3 | $214M | 2.4M | 89.46 | |
| Anthem (ELV) | 10.0 | $190M | 628k | 302.03 | |
| Lennar Corporation (LEN) | 7.0 | $132M | 2.4M | 55.79 | |
| Progressive Corporation (PGR) | 6.6 | $125M | 1.7M | 72.39 | |
| Primerica (PRI) | 4.9 | $93M | 714k | 130.56 | |
| Charles Schwab Corporation (SCHW) | 4.7 | $88M | 1.9M | 47.56 | |
| D.R. Horton (DHI) | 3.2 | $60M | 1.1M | 52.75 | |
| UnitedHealth (UNH) | 2.5 | $47M | 159k | 293.98 | |
| Antero Res (AR) | 1.1 | $20M | 7.1M | 2.85 | |
| Antero Midstream Corp antero midstream (AM) | 0.7 | $13M | 1.7M | 7.59 | |
| Alphabet Inc Class C cs (GOOG) | 0.1 | $1.5M | 1.1k | 1337.27 | |
| Comcast Corporation (CMCSA) | 0.1 | $1.4M | 31k | 44.96 | |
| Moody's Corporation (MCO) | 0.1 | $1.3M | 5.3k | 237.33 | |
| Dollar Tree (DLTR) | 0.0 | $733k | 7.8k | 93.99 | |
| Bank of America Corporation (BAC) | 0.0 | $512k | 15k | 35.23 | |
| Lennar Corporation (LEN.B) | 0.0 | $595k | 13k | 44.71 |
