Brave Warrior Advisors, LLC Q3 2019 Filing

Filed November 14, 2019

Portfolio Value

$1.9T

Holdings

17

Report Date

Q3 2019

Filing Type

13F-HR

All Holdings (17 positions)

#StockSharesValue% PortfolioType
1
GOOGLALPHABET INC
293,654$358.6B19.14%
2
BRK/BBERKSHIRE HATHAWAY INC DEL
1,503,862$312.8B16.69%
3
JPMJPMORGAN CHASE & CO
2,026,704$238.5B12.73%
4
RJFRAYMOND JAMES FINANCIAL INC
2,575,057$212.3B11.33%
5
ELVANTHEM INC
638,397$153.3B8.18%
6
SCHWTHE CHARLES SCHWAB CORPORATI
3,379,941$141.4B7.54%
7
LENLENNAR CORP
2,514,744$140.4B7.49%
8
PRIPRIMERICA INC
878,303$111.7B5.96%
9
TRVCCITIGROUP INC
1,372,732$94.8B5.06%
10
DHID R HORTON INC
1,262,110$66.5B3.55%
11
ARANTERO RES CORP
11,458,184$34.6B1.85%
12
AMANTERO MIDSTREAM CORP
466,459$3.5B0.18%
13
MCOMOODYS CORP
6,875$1.4B0.08%
14
CMCSACOMCAST CORP NEW
31,094$1.4B0.07%
15
GOOGALPHABET INC
1,100$1.3B0.07%
16
LENLENNAR CORP
18,520$822.0M0.04%
17
BACBANK AMER CORP
14,546$424.0M0.02%