Brave Warrior Advisors

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