Brave Warrior Advisors as of March 31, 2020
Portfolio Holdings for Brave Warrior Advisors
Brave Warrior Advisors holds 22 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 18.4 | $319M | 1.7M | 182.83 | |
| Alphabet Inc Class A cs (GOOGL) | 11.8 | $205M | 176k | 1161.95 | |
| Anthem (ELV) | 11.4 | $199M | 876k | 227.04 | |
| JPMorgan Chase & Co. (JPM) | 9.9 | $172M | 1.9M | 90.03 | |
| Raymond James Financial (RJF) | 8.1 | $141M | 2.2M | 63.20 | |
| Primerica (PRI) | 7.5 | $130M | 1.5M | 88.48 | |
| Progressive Corporation (PGR) | 7.3 | $127M | 1.7M | 73.84 | |
| Hca Holdings (HCA) | 7.1 | $124M | 1.4M | 89.85 | |
| UnitedHealth (UNH) | 3.8 | $66M | 263k | 249.38 | |
| Lennar Corporation (LEN) | 3.7 | $64M | 1.7M | 38.20 | |
| Charles Schwab Corporation (SCHW) | 3.6 | $63M | 1.9M | 33.62 | |
| D.R. Horton (DHI) | 3.2 | $56M | 1.6M | 34.00 | |
| Facebook Inc cl a (META) | 3.2 | $55M | 331k | 166.80 | |
| Antero Midstream Corp antero midstream (AM) | 0.4 | $6.2M | 3.0M | 2.10 | |
| Antero Res (AR) | 0.3 | $6.1M | 8.5M | 0.71 | |
| Alphabet Inc Class C cs (GOOG) | 0.1 | $1.1M | 936.00 | 1162.39 | |
| Comcast Corporation (CMCSA) | 0.1 | $1.1M | 31k | 34.38 | |
| Dollar Tree (DLTR) | 0.0 | $826k | 11k | 73.43 | |
| Moody's Corporation (MCO) | 0.0 | $662k | 3.1k | 211.57 | |
| Bank of America Corporation (BAC) | 0.0 | $309k | 15k | 21.26 | |
| Lennar Corporation (LEN.B) | 0.0 | $281k | 9.7k | 28.95 | |
| Marriott International (MAR) | 0.0 | $217k | 2.9k | 74.91 |
