Brave Warrior Advisors as of Dec. 31, 2022
Portfolio Holdings for Brave Warrior Advisors
Brave Warrior Advisors holds 26 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apollo Global Mgmt (APO) | 16.0 | $506M | 7.9M | 63.79 | |
| Anthem (ELV) | 14.1 | $448M | 872k | 512.97 | |
| Fidelity National Financial Fnf Group Com (FNF) | 10.9 | $347M | 9.2M | 37.62 | |
| Primerica (PRI) | 9.7 | $306M | 2.2M | 141.82 | |
| Raymond James Financial (RJF) | 7.4 | $234M | 2.2M | 106.85 | |
| JPMorgan Chase & Co. (JPM) | 7.2 | $229M | 1.7M | 134.10 | |
| Lithia Motors (LAD) | 7.0 | $222M | 1.1M | 204.74 | |
| Onemain Holdings (OMF) | 5.6 | $177M | 5.3M | 33.31 | |
| United Rentals (URI) | 5.0 | $157M | 443k | 355.42 | |
| D.R. Horton (DHI) | 4.5 | $142M | 1.6M | 89.14 | |
| F&g Annuities & Life Common Stock (FG) | 3.8 | $121M | 6.0M | 20.01 | |
| Hca Holdings (HCA) | 3.1 | $100M | 415k | 239.96 | |
| Lennar Corp Cl A (LEN) | 2.5 | $80M | 879k | 90.50 | |
| Asbury Automotive (ABG) | 1.6 | $50M | 278k | 179.25 | |
| Antero Midstream Corp antero midstream (AM) | 0.8 | $25M | 2.3M | 10.79 | |
| AutoNation (AN) | 0.8 | $25M | 231k | 107.30 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $1.2M | 13k | 88.23 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $1.1M | 31k | 34.97 | |
| Moody's Corporation (MCO) | 0.0 | $878k | 3.2k | 278.62 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $723k | 8.2k | 88.73 | |
| UnitedHealth (UNH) | 0.0 | $639k | 1.2k | 530.18 | |
| Bank of America Corporation (BAC) | 0.0 | $481k | 15k | 33.12 | |
| Microsoft Corporation (MSFT) | 0.0 | $408k | 1.7k | 239.82 | |
| First American Financial (FAF) | 0.0 | $393k | 7.5k | 52.34 | |
| Progressive Corporation (PGR) | 0.0 | $227k | 1.7k | 129.71 | |
| Meta Platforms Cl A (META) | 0.0 | $221k | 1.8k | 120.34 |
