Brave Warrior Advisors, LLC Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$4.5T
Holdings
27
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ELVELEVANCE HEALTH INC | 1,633,127 | $884.9B | 19.61% | |
| 2 | DFSEURDISCOVER FINL SVCS | 3,460,972 | $452.7B | 10.03% | |
| 3 | PRIPRIMERICA INC | 1,890,013 | $447.1B | 9.91% | |
| 4 | APOAPOLLO GLOBAL MGMT INC | 3,779,701 | $446.3B | 9.89% | |
| 5 | SUXTD SYNNEX CORPORATION | 3,322,046 | $383.4B | 8.50% | |
| 6 | FNFFIDELITY NATIONAL FINANCIAL | 7,367,533 | $364.1B | 8.07% | |
| 7 | OMFONEMAIN HLDGS INC | 7,270,177 | $352.5B | 7.81% | |
| 8 | LENLENNAR CORP | 1,585,312 | $237.6B | 5.27% | |
| 9 | FGF&G ANNUITIES & LIFE INC | 6,049,364 | $230.2B | 5.10% | |
| 10 | LADLITHIA MTRS INC | 855,172 | $215.9B | 4.78% | |
| 11 | MPLXMPLX LP | 4,235,478 | $180.4B | 4.00% | |
| 12 | ANAUTONATION INC | 979,235 | $156.1B | 3.46% | |
| 13 | DHID R HORTON INC | 805,923 | $113.6B | 2.52% | |
| 14 | AMANTERO MIDSTREAM CORP | 2,090,289 | $30.8B | 0.68% | |
| 15 | RYAAYRYANAIR HOLDINGS PLC | 49,640 | $5.8B | 0.13% | |
| 16 | GOOGLALPHABET INC | 21,858 | $4.0B | 0.09% | |
| 17 | HCAHCA HEALTHCARE INC | 3,873 | $1.2B | 0.03% | |
| 18 | CMCSACOMCAST CORP NEW | 31,094 | $1.2B | 0.03% | |
| 19 | JPMJPMORGAN CHASE & CO. | 5,643 | $1.1B | 0.03% | |
| 20 | BACBANK AMERICA CORP | 22,532 | $896.1M | 0.02% | |
| 21 | GOOGALPHABET INC | 3,790 | $695.2M | 0.02% | |
| 22 | AMZNAMAZON COM INC | 2,200 | $425.1M | 0.01% | |
| 23 | PGRPROGRESSIVE CORP | 1,746 | $362.7M | 0.01% | |
| 24 | UNHUNITEDHEALTH GROUP INC | 610 | $310.6M | 0.01% | |
| 25 | MARMARRIOTT INTL INC NEW | 1,194 | $288.7M | 0.01% | |
| 26 | MSFTMICROSOFT CORP | 525 | $234.6M | 0.01% | |
| 27 | AMATAPPLIED MATLS INC | 961 | $226.8M | 0.01% |