Brave Warrior Advisors as of June 30, 2024
Portfolio Holdings for Brave Warrior Advisors
Brave Warrior Advisors holds 27 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Anthem (ELV) | 19.6 | $885M | 1.6M | 541.86 | |
| Discover Financial Services (DFS) | 10.0 | $453M | 3.5M | 130.81 | |
| Primerica (PRI) | 9.9 | $447M | 1.9M | 236.58 | |
| Apollo Global Mgmt (APO) | 9.9 | $446M | 3.8M | 118.07 | |
| SYNNEX Corporation (SNX) | 8.5 | $383M | 3.3M | 115.40 | |
| Fidelity National Financial Fnf Group Com (FNF) | 8.1 | $364M | 7.4M | 49.42 | |
| Onemain Holdings (OMF) | 7.8 | $353M | 7.3M | 48.49 | |
| Lennar Corp Cl A (LEN) | 5.3 | $238M | 1.6M | 149.87 | |
| F&g Annuities & Life Common Stock (FG) | 5.1 | $230M | 6.0M | 38.05 | |
| Lithia Motors (LAD) | 4.8 | $216M | 855k | 252.45 | |
| MPLX Com Unit Rep Ltd (MPLX) | 4.0 | $180M | 4.2M | 42.59 | |
| AutoNation (AN) | 3.5 | $156M | 979k | 159.38 | |
| D.R. Horton (DHI) | 2.5 | $114M | 806k | 140.93 | |
| Antero Midstream Corp antero midstream (AM) | 0.7 | $31M | 2.1M | 14.74 | |
| Ryanair Holdings Sponsored Ads (RYAAY) | 0.1 | $5.8M | 50k | 116.44 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $4.0M | 22k | 182.15 | |
| Hca Holdings (HCA) | 0.0 | $1.2M | 3.9k | 321.28 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $1.2M | 31k | 39.16 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $1.1M | 5.6k | 202.26 | |
| Bank of America Corporation (BAC) | 0.0 | $896k | 23k | 39.77 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $695k | 3.8k | 183.42 | |
| Amazon (AMZN) | 0.0 | $425k | 2.2k | 193.25 | |
| Progressive Corporation (PGR) | 0.0 | $363k | 1.7k | 207.71 | |
| UnitedHealth (UNH) | 0.0 | $311k | 610.00 | 509.26 | |
| Marriott Intl Cl A (MAR) | 0.0 | $289k | 1.2k | 241.77 | |
| Microsoft Corporation (MSFT) | 0.0 | $235k | 525.00 | 446.95 | |
| Applied Materials (AMAT) | 0.0 | $227k | 961.00 | 235.99 |
