Brave Warrior Advisors as of March 31, 2022
Portfolio Holdings for Brave Warrior Advisors
Brave Warrior Advisors holds 24 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Anthem (ELV) | 19.6 | $665M | 1.4M | 491.22 | |
| Fidelity National Financial Fnf Group Com (FNF) | 13.2 | $447M | 9.1M | 48.84 | |
| Apollo Global Mgmt (APO) | 10.7 | $363M | 5.9M | 61.99 | |
| Primerica (PRI) | 8.5 | $288M | 2.1M | 136.82 | |
| Lithia Motors (LAD) | 7.8 | $266M | 885k | 300.12 | |
| Valvoline Inc Common (VVV) | 7.4 | $252M | 8.0M | 31.56 | |
| Raymond James Financial (RJF) | 7.3 | $248M | 2.3M | 109.91 | |
| JPMorgan Chase & Co. (JPM) | 6.4 | $217M | 1.6M | 136.32 | |
| Progressive Corporation (PGR) | 5.8 | $195M | 1.7M | 113.99 | |
| Hca Holdings (HCA) | 4.6 | $156M | 623k | 250.62 | |
| D.R. Horton (DHI) | 3.4 | $114M | 1.5M | 74.51 | |
| United Rentals (URI) | 2.6 | $88M | 246k | 355.21 | |
| Lennar Corp Cl A (LEN) | 1.7 | $58M | 716k | 81.17 | |
| Antero Midstream Corp antero midstream (AM) | 0.8 | $26M | 2.4M | 10.87 | |
| UnitedHealth (UNH) | 0.1 | $1.8M | 3.6k | 509.84 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $1.5M | 31k | 46.83 | |
| Moody's Corporation (MCO) | 0.0 | $1.1M | 3.3k | 337.30 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $964k | 345.00 | 2794.20 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $926k | 333.00 | 2780.78 | |
| Bank of America Corporation (BAC) | 0.0 | $599k | 15k | 41.22 | |
| First American Financial (FAF) | 0.0 | $259k | 4.0k | 64.75 | |
| Amazon (AMZN) | 0.0 | $228k | 70.00 | 3257.14 | |
| Marriott Intl Cl A (MAR) | 0.0 | $208k | 1.2k | 175.53 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $203k | 569.00 | 356.77 |
