Brave Warrior Advisors as of June 30, 2020
Portfolio Holdings for Brave Warrior Advisors
Brave Warrior Advisors holds 21 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 18.3 | $369M | 2.1M | 178.51 | |
| Alphabet Cap Stk Cl A (GOOGL) | 11.6 | $234M | 165k | 1418.05 | |
| Anthem (ELV) | 10.1 | $203M | 772k | 262.98 | |
| JPMorgan Chase & Co. (JPM) | 9.3 | $187M | 2.0M | 94.06 | |
| Primerica (PRI) | 9.0 | $182M | 1.6M | 116.60 | |
| Hca Holdings (HCA) | 8.0 | $162M | 1.7M | 97.06 | |
| Raymond James Financial (RJF) | 7.5 | $151M | 2.2M | 68.83 | |
| Progressive Corporation (PGR) | 7.1 | $142M | 1.8M | 80.11 | |
| Facebook Cl A (META) | 4.0 | $80M | 352k | 227.07 | |
| Lennar Corp Cl A (LEN) | 3.7 | $75M | 1.2M | 61.62 | |
| D.R. Horton (DHI) | 3.7 | $74M | 1.3M | 55.45 | |
| UnitedHealth (UNH) | 2.4 | $49M | 166k | 294.95 | |
| Charles Schwab Corporation (SCHW) | 2.4 | $49M | 1.4M | 33.74 | |
| Antero Midstream Corp antero midstream (AM) | 1.8 | $36M | 7.1M | 5.10 | |
| Ryanair Holdings Sponsored Ads (RYAAY) | 0.8 | $17M | 249k | 66.34 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.3M | 936.00 | 1413.46 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.2M | 31k | 38.98 | |
| Dollar Tree (DLTR) | 0.1 | $1.0M | 11k | 92.72 | |
| Moody's Corporation (MCO) | 0.0 | $860k | 3.1k | 274.85 | |
| Bank of America Corporation (BAC) | 0.0 | $345k | 15k | 23.74 | |
| Marriott Intl Cl A (MAR) | 0.0 | $248k | 2.9k | 85.61 |
