Brave Warrior Advisors

Brave Warrior Advisors as of Dec. 31, 2021

Portfolio Holdings for Brave Warrior Advisors

Brave Warrior Advisors holds 23 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Anthem (ELV) 20.2 $633M 1.4M 463.54
Fidelity National Financial Fnf Group Com (FNF) 14.4 $451M 8.6M 52.18
Primerica (PRI) 9.4 $296M 1.9M 153.27
Valvoline Inc Common (VVV) 8.9 $280M 7.5M 37.29
Apollo Global Mgmt Com Cl A 7.7 $242M 3.3M 72.43
JPMorgan Chase & Co. (JPM) 7.5 $237M 1.5M 158.35
Progressive Corporation (PGR) 7.3 $230M 2.2M 102.65
Raymond James Financial (RJF) 7.1 $224M 2.2M 100.40
Berkshire Hathaway Inc Del Cl B New (BRK.B) 6.4 $201M 672k 299.00
Hca Holdings (HCA) 5.0 $156M 608k 256.92
UnitedHealth (UNH) 3.5 $111M 222k 502.14
Athene Holding Cl A 1.5 $46M 546k 83.33
Antero Midstream Corp antero midstream (AM) 0.7 $23M 2.4M 9.68
Alphabet Cap Stk Cl A (GOOGL) 0.1 $1.6M 565.00 2897.35
Comcast Corp Cl A (CMCSA) 0.0 $1.6M 31k 50.33
Moody's Corporation (MCO) 0.0 $1.3M 3.3k 390.67
Alphabet Cap Stk Cl C (GOOG) 0.0 $998k 345.00 2892.75
Aon Shs Cl A (AON) 0.0 $821k 2.7k 300.51
Bank of America Corporation (BAC) 0.0 $647k 15k 44.52
Marriott Intl Cl A (MAR) 0.0 $536k 3.2k 165.23
First American Financial (FAF) 0.0 $313k 4.0k 78.25
Amazon (AMZN) 0.0 $233k 70.00 3328.57
Mastercard Incorporated Cl A (MA) 0.0 $204k 569.00 358.52