Brave Warrior Advisors as of Sept. 30, 2024
Portfolio Holdings for Brave Warrior Advisors
Brave Warrior Advisors holds 32 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Anthem (ELV) | 17.7 | $854M | 1.6M | 520.00 | |
| Discover Financial Services (DFS) | 10.1 | $485M | 3.5M | 140.29 | |
| SYNNEX Corporation (SNX) | 9.2 | $444M | 3.7M | 120.08 | |
| Primerica (PRI) | 8.0 | $387M | 1.5M | 265.15 | |
| Fidelity National Financial Fnf Group Com (FNF) | 7.7 | $373M | 6.0M | 62.06 | |
| Onemain Holdings (OMF) | 7.2 | $348M | 7.4M | 47.07 | |
| Lennar Corp Cl A (LEN) | 6.9 | $334M | 1.8M | 187.48 | |
| Apollo Global Mgmt (APO) | 5.9 | $285M | 2.3M | 124.91 | |
| Lithia Motors (LAD) | 5.6 | $271M | 855k | 317.64 | |
| F&g Annuities & Life Common Stock (FG) | 5.1 | $244M | 5.5M | 44.72 | |
| Ryanair Holdings Sponsored Adr (RYAAY) | 4.8 | $231M | 5.1M | 45.18 | |
| MPLX Com Unit Rep Ltd (MPLX) | 4.1 | $197M | 4.4M | 44.46 | |
| AutoNation (AN) | 3.6 | $174M | 972k | 178.92 | |
| D.R. Horton (DHI) | 3.2 | $153M | 803k | 190.77 | |
| Antero Midstream Corp antero midstream (AM) | 0.6 | $29M | 1.9M | 15.05 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $3.6M | 22k | 165.85 | |
| Hca Holdings (HCA) | 0.0 | $1.4M | 3.4k | 406.43 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $1.3M | 31k | 41.77 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $1.2M | 5.6k | 210.86 | |
| Bank of America Corporation (BAC) | 0.0 | $894k | 23k | 39.68 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $634k | 3.8k | 167.19 | |
| Dollar Tree (DLTR) | 0.0 | $501k | 7.1k | 70.32 | |
| Progressive Corporation (PGR) | 0.0 | $443k | 1.7k | 253.76 | |
| Ally Financial (ALLY) | 0.0 | $356k | 10k | 35.59 | |
| Marriott Intl Cl A (MAR) | 0.0 | $297k | 1.2k | 248.60 | |
| UnitedHealth (UNH) | 0.0 | $292k | 499.00 | 584.68 | |
| Amazon (AMZN) | 0.0 | $261k | 1.4k | 186.33 | |
| Microsoft Corporation (MSFT) | 0.0 | $226k | 525.00 | 430.30 | |
| Moody's Corporation (MCO) | 0.0 | $224k | 471.00 | 474.59 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $209k | 1.0k | 206.57 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $208k | 422.00 | 493.80 | |
| S&p Global (SPGI) | 0.0 | $207k | 401.00 | 516.62 |
