Brave Warrior Advisors as of Sept. 30, 2022
Portfolio Holdings for Brave Warrior Advisors
Brave Warrior Advisors holds 25 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Anthem (ELV) | 18.7 | $541M | 1.2M | 454.24 | |
| Apollo Global Mgmt (APO) | 12.6 | $365M | 7.8M | 46.50 | |
| Fidelity National Financial Fnf Group Com (FNF) | 11.7 | $340M | 9.4M | 36.20 | |
| Primerica (PRI) | 9.4 | $272M | 2.2M | 123.45 | |
| Lithia Motors (LAD) | 8.4 | $244M | 1.1M | 214.55 | |
| Raymond James Financial (RJF) | 7.6 | $221M | 2.2M | 98.82 | |
| JPMorgan Chase & Co. (JPM) | 6.3 | $181M | 1.7M | 104.50 | |
| Onemain Holdings (OMF) | 5.5 | $159M | 5.4M | 29.52 | |
| Valvoline Inc Common (VVV) | 4.8 | $138M | 5.5M | 25.34 | |
| United Rentals (URI) | 4.2 | $122M | 452k | 270.12 | |
| D.R. Horton (DHI) | 3.8 | $109M | 1.6M | 67.35 | |
| Hca Holdings (HCA) | 2.7 | $77M | 421k | 183.79 | |
| Lennar Corp Cl A (LEN) | 2.3 | $67M | 898k | 74.55 | |
| Asbury Automotive (ABG) | 1.0 | $30M | 200k | 151.10 | |
| Antero Midstream Corp antero midstream (AM) | 0.7 | $22M | 2.4M | 9.18 | |
| UnitedHealth (UNH) | 0.0 | $1.2M | 2.5k | 504.87 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $912k | 31k | 29.33 | |
| Moody's Corporation (MCO) | 0.0 | $761k | 3.1k | 243.21 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $663k | 6.9k | 96.09 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $536k | 5.6k | 95.71 | |
| Bank of America Corporation (BAC) | 0.0 | $439k | 15k | 30.21 | |
| First American Financial (FAF) | 0.0 | $254k | 5.5k | 46.18 | |
| Pulte (PHM) | 0.0 | $232k | 6.2k | 37.42 | |
| Amazon (AMZN) | 0.0 | $215k | 1.9k | 113.16 | |
| Progressive Corporation (PGR) | 0.0 | $203k | 1.7k | 116.27 |
