Brave Warrior Advisors as of Sept. 30, 2020
Portfolio Holdings for Brave Warrior Advisors
Brave Warrior Advisors holds 23 positions in its portfolio as reported in the September 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) | 13.8 | $309M | 1.5M | 212.94 | |
| Aon Shs Cl A (AON) | 12.2 | $273M | 1.3M | 206.30 | |
| JPMorgan Chase & Co. (JPM) | 9.6 | $216M | 2.2M | 96.27 | |
| Anthem (ELV) | 9.2 | $205M | 764k | 268.58 | |
| Hca Holdings (HCA) | 9.1 | $204M | 1.6M | 124.68 | |
| Primerica (PRI) | 8.4 | $189M | 1.7M | 113.14 | |
| Progressive Corporation (PGR) | 7.0 | $157M | 1.7M | 94.67 | |
| Raymond James Financial (RJF) | 6.8 | $153M | 2.1M | 72.76 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.2 | $115M | 79k | 1465.72 | |
| Charles Schwab Corporation (SCHW) | 4.1 | $93M | 2.6M | 36.23 | |
| Dollar Tree (DLTR) | 4.1 | $92M | 1.0M | 91.34 | |
| Facebook Cl A (META) | 3.0 | $68M | 260k | 261.90 | |
| UnitedHealth (UNH) | 2.2 | $50M | 160k | 311.77 | |
| Credit Acceptance (CACC) | 2.1 | $48M | 142k | 338.58 | |
| Antero Midstream Corp antero midstream (AM) | 2.0 | $46M | 8.5M | 5.37 | |
| Ryanair Holdings Sponsored Ads (RYAAY) | 0.8 | $19M | 227k | 81.76 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.4M | 31k | 46.25 | |
| Moody's Corporation (MCO) | 0.0 | $907k | 3.1k | 289.87 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $770k | 524.00 | 1469.47 | |
| Bank of America Corporation (BAC) | 0.0 | $350k | 15k | 24.08 | |
| Cdk Global Inc equities | 0.0 | $342k | 7.8k | 43.58 | |
| Marriott Intl Cl A (MAR) | 0.0 | $268k | 2.9k | 92.51 | |
| Amazon (AMZN) | 0.0 | $217k | 69.00 | 3144.93 |
