Brave Warrior Advisors as of Dec. 31, 2024
Portfolio Holdings for Brave Warrior Advisors
Brave Warrior Advisors holds 30 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Anthem (ELV) | 15.0 | $601M | 1.6M | 368.90 | |
| SYNNEX Corporation (SNX) | 12.1 | $486M | 4.1M | 117.28 | |
| Discover Financial Services | 10.9 | $437M | 2.5M | 173.23 | |
| Onemain Holdings (OMF) | 9.6 | $388M | 7.4M | 52.13 | |
| Fidelity National Financial Fnf Group Com (FNF) | 8.3 | $335M | 6.0M | 56.14 | |
| AutoNation (AN) | 6.2 | $248M | 1.5M | 169.84 | |
| Ryanair Holdings Sponsored Adr (RYAAY) | 6.1 | $244M | 5.6M | 43.59 | |
| Lennar Corp Cl A (LEN) | 6.0 | $242M | 1.8M | 136.37 | |
| Primerica (PRI) | 5.8 | $232M | 854k | 271.42 | |
| F&g Annuities & Life Common Stock (FG) | 5.6 | $224M | 5.4M | 41.44 | |
| Lithia Motors (LAD) | 5.4 | $219M | 613k | 357.43 | |
| MPLX Com Unit Rep Ltd (MPLX) | 5.3 | $212M | 4.4M | 47.86 | |
| D.R. Horton (DHI) | 2.7 | $109M | 782k | 139.82 | |
| Antero Midstream Corp antero midstream (AM) | 0.7 | $29M | 1.9M | 15.09 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $4.1M | 22k | 189.30 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $1.4M | 5.6k | 239.71 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $1.2M | 31k | 37.53 | |
| Hca Holdings (HCA) | 0.0 | $1.0M | 3.4k | 300.15 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $722k | 3.8k | 190.44 | |
| Bank of America Corporation (BAC) | 0.0 | $639k | 15k | 43.95 | |
| Icon SHS (ICLR) | 0.0 | $629k | 3.0k | 209.71 | |
| Microsoft Corporation (MSFT) | 0.0 | $537k | 1.3k | 421.50 | |
| Progressive Corporation (PGR) | 0.0 | $418k | 1.7k | 239.61 | |
| Ally Financial (ALLY) | 0.0 | $360k | 10k | 36.01 | |
| Marriott Intl Cl A (MAR) | 0.0 | $333k | 1.2k | 278.94 | |
| Amazon (AMZN) | 0.0 | $307k | 1.4k | 219.39 | |
| Capital One Financial (COF) | 0.0 | $268k | 1.5k | 178.32 | |
| UnitedHealth (UNH) | 0.0 | $252k | 499.00 | 505.86 | |
| Moody's Corporation (MCO) | 0.0 | $223k | 471.00 | 473.37 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $222k | 422.00 | 526.57 |
