Brave Warrior Advisors as of March 31, 2024
Portfolio Holdings for Brave Warrior Advisors
Brave Warrior Advisors holds 29 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Anthem (ELV) | 17.9 | $853M | 1.6M | 518.54 | |
| Primerica (PRI) | 10.7 | $510M | 2.0M | 252.96 | |
| Fidelity National Financial Fnf Group Com (FNF) | 10.1 | $482M | 9.1M | 53.10 | |
| Discover Financial Services (DFS) | 9.1 | $434M | 3.3M | 131.09 | |
| Apollo Global Mgmt (APO) | 8.9 | $428M | 3.8M | 112.45 | |
| SYNNEX Corporation (SNX) | 7.2 | $346M | 3.1M | 113.10 | |
| Onemain Holdings (OMF) | 7.1 | $341M | 6.7M | 51.09 | |
| JPMorgan Chase & Co. (JPM) | 5.4 | $260M | 1.3M | 200.30 | |
| F&g Annuities & Life Common Stock (FG) | 5.2 | $247M | 6.1M | 40.55 | |
| Lithia Motors (LAD) | 4.8 | $231M | 768k | 300.86 | |
| Lennar Corp Cl A (LEN) | 3.6 | $175M | 1.0M | 171.98 | |
| AutoNation (AN) | 3.2 | $155M | 938k | 165.58 | |
| D.R. Horton (DHI) | 2.8 | $133M | 810k | 164.55 | |
| MPLX Com Unit Rep Ltd (MPLX) | 2.6 | $126M | 3.0M | 41.56 | |
| Antero Midstream Corp antero midstream (AM) | 0.6 | $30M | 2.1M | 14.06 | |
| Louisiana-Pacific Corporation (LPX) | 0.4 | $19M | 225k | 83.91 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $3.3M | 22k | 150.93 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $1.3M | 31k | 43.35 | |
| Hca Holdings (HCA) | 0.0 | $1.3M | 3.9k | 333.53 | |
| Ryanair Holdings Sponsored Ads (RYAAY) | 0.0 | $950k | 6.5k | 145.59 | |
| Bank of America Corporation (BAC) | 0.0 | $854k | 23k | 37.92 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $577k | 3.8k | 152.26 | |
| Amazon (AMZN) | 0.0 | $487k | 2.7k | 180.38 | |
| Progressive Corporation (PGR) | 0.0 | $361k | 1.7k | 206.82 | |
| Wells Fargo & Company (WFC) | 0.0 | $304k | 5.3k | 57.96 | |
| UnitedHealth (UNH) | 0.0 | $302k | 610.00 | 494.70 | |
| Marriott Intl Cl A (MAR) | 0.0 | $301k | 1.2k | 252.31 | |
| Microsoft Corporation (MSFT) | 0.0 | $221k | 525.00 | 420.72 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $203k | 422.00 | 481.57 |
