Brave Warrior Advisors as of June 30, 2022
Portfolio Holdings for Brave Warrior Advisors
Brave Warrior Advisors holds 23 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Anthem (ELV) | 20.1 | $585M | 1.2M | 482.58 | |
| Apollo Global Mgmt (APO) | 12.4 | $360M | 7.4M | 48.48 | |
| Fidelity National Financial Fnf Group Com (FNF) | 11.6 | $337M | 9.1M | 36.96 | |
| Lithia Motors (LAD) | 9.4 | $272M | 991k | 274.81 | |
| Primerica (PRI) | 9.0 | $263M | 2.2M | 119.69 | |
| Valvoline Inc Common (VVV) | 7.5 | $218M | 7.6M | 28.83 | |
| Raymond James Financial (RJF) | 6.9 | $201M | 2.2M | 89.41 | |
| JPMorgan Chase & Co. (JPM) | 6.7 | $196M | 1.7M | 112.61 | |
| United Rentals (URI) | 3.8 | $110M | 452k | 242.91 | |
| Onemain Holdings (OMF) | 3.7 | $108M | 2.9M | 37.38 | |
| D.R. Horton (DHI) | 3.7 | $108M | 1.6M | 66.19 | |
| Hca Holdings (HCA) | 2.4 | $71M | 420k | 168.06 | |
| Lennar Corp Cl A (LEN) | 2.0 | $57M | 813k | 70.57 | |
| Antero Midstream Corp antero midstream (AM) | 0.7 | $22M | 2.4M | 9.05 | |
| UnitedHealth (UNH) | 0.0 | $1.3M | 2.5k | 513.79 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $1.2M | 31k | 39.24 | |
| Moody's Corporation (MCO) | 0.0 | $851k | 3.1k | 271.97 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $755k | 345.00 | 2188.41 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $610k | 280.00 | 2178.57 | |
| Bank of America Corporation (BAC) | 0.0 | $452k | 15k | 31.10 | |
| First American Financial (FAF) | 0.0 | $212k | 4.0k | 53.00 | |
| Progressive Corporation (PGR) | 0.0 | $203k | 1.7k | 116.27 | |
| Amazon (AMZN) | 0.0 | $202k | 1.9k | 106.32 |
