Brave Warrior Advisors as of March 31, 2021
Portfolio Holdings for Brave Warrior Advisors
Brave Warrior Advisors holds 24 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Anthem (ELV) | 13.6 | $418M | 1.2M | 358.95 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 11.6 | $354M | 1.4M | 255.47 | |
| Aon Shs Cl A (AON) | 11.5 | $352M | 1.5M | 230.11 | |
| JPMorgan Chase & Co. (JPM) | 10.8 | $332M | 2.2M | 152.23 | |
| Primerica (PRI) | 9.1 | $279M | 1.9M | 147.82 | |
| Hca Holdings (HCA) | 8.4 | $256M | 1.4M | 188.35 | |
| Raymond James Financial (RJF) | 8.2 | $251M | 2.0M | 122.56 | |
| Progressive Corporation (PGR) | 7.5 | $229M | 2.4M | 95.61 | |
| Valvoline Inc Common (VVV) | 6.5 | $199M | 7.6M | 26.07 | |
| Dollar Tree (DLTR) | 5.6 | $173M | 1.5M | 114.46 | |
| UnitedHealth (UNH) | 3.0 | $92M | 246k | 372.06 | |
| Charles Schwab Corporation (SCHW) | 1.6 | $48M | 734k | 65.18 | |
| Antero Midstream Corp antero midstream (AM) | 1.0 | $31M | 3.5M | 9.03 | |
| Ryanair Holdings Sponsored Ads (RYAAY) | 0.8 | $23M | 203k | 115.00 | |
| Antero Res (AR) | 0.5 | $15M | 1.5M | 10.20 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.7M | 31k | 54.09 | |
| Facebook Cl A (META) | 0.0 | $1.5M | 5.1k | 294.56 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $1.4M | 691.00 | 2062.23 | |
| Credit Acceptance (CACC) | 0.0 | $1.3M | 3.5k | 360.20 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $1.1M | 524.00 | 2068.70 | |
| Moody's Corporation (MCO) | 0.0 | $979k | 3.3k | 298.57 | |
| Bank of America Corporation (BAC) | 0.0 | $562k | 15k | 38.67 | |
| Marriott Intl Cl A (MAR) | 0.0 | $477k | 3.2k | 148.00 | |
| Amazon (AMZN) | 0.0 | $213k | 69.00 | 3086.96 |
