Brave Warrior Advisors, LLC Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$2.9T
Holdings
23
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ELVELEVANCE HEALTH INC | 1,211,276 | $584.5B | 20.07% | |
| 2 | APOAPOLLO GLOBAL MGMT INC | 7,428,006 | $360.1B | 12.36% | |
| 3 | FNFFIDELITY NATIONAL FINANCIAL | 9,119,482 | $337.1B | 11.57% | |
| 4 | LADLITHIA MTRS INC | 991,301 | $272.4B | 9.35% | |
| 5 | PRIPRIMERICA INC | 2,201,012 | $263.4B | 9.04% | |
| 6 | VVVVALVOLINE INC | 7,570,596 | $218.3B | 7.49% | |
| 7 | RJFRAYMOND JAMES FINL INC | 2,245,951 | $200.8B | 6.89% | |
| 8 | JPMJPMORGAN CHASE & CO | 1,737,790 | $195.7B | 6.72% | |
| 9 | URIUNITED RENTALS INC | 451,549 | $109.7B | 3.77% | |
| 10 | OMFONEMAIN HLDGS INC | 2,889,274 | $108.0B | 3.71% | |
| 11 | DHID R HORTON INC | 1,626,503 | $107.7B | 3.70% | |
| 12 | HCAHCA HEALTHCARE INC | 420,176 | $70.6B | 2.42% | |
| 13 | LENLENNAR CORP | 812,464 | $57.3B | 1.97% | |
| 14 | AMANTERO MIDSTREAM CORP | 2,383,767 | $21.6B | 0.74% | |
| 15 | UNHUNITEDHEALTH GROUP INC | 2,466 | $1.3B | 0.04% | |
| 16 | CMCSACOMCAST CORP NEW | 31,094 | $1.2B | 0.04% | |
| 17 | MCOMOODYS CORP | 3,129 | $851.0M | 0.03% | |
| 18 | GOOGALPHABET INC | 345 | $755.0M | 0.03% | |
| 19 | GOOGLALPHABET INC | 280 | $610.0M | 0.02% | |
| 20 | BACBK OF AMERICA CORP | 14,532 | $452.0M | 0.02% | |
| 21 | FAFFIRST AMERN FINL CORP | 4,000 | $212.0M | 0.01% | |
| 22 | PGRPROGRESSIVE CORP | 1,746 | $203.0M | 0.01% | |
| 23 | AMZNAMAZON COM INC | 1,900 | $202.0M | 0.01% |