Brave Warrior Advisors, LLC Q3 2021 Filing
Filed November 15, 2021
Portfolio Value
$2.9T
Holdings
24
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ELVANTHEM INC | 1,371,262 | $511.2B | 17.90% | |
| 2 | —FIDELITY NATIONAL FINANCIAL | 8,792,405 | $398.6B | 13.96% | |
| 3 | PRIPRIMERICA INC | 1,901,529 | $292.1B | 10.23% | |
| 4 | —JPMORGAN CHASE & CO | 1,672,125 | $273.7B | 9.58% | |
| 5 | VVVVALVOLINE INC | 7,618,013 | $237.5B | 8.32% | |
| 6 | RJFRAYMOND JAMES FINL INC | 2,268,517 | $209.3B | 7.33% | |
| 7 | PGRPROGRESSIVE CORP | 2,282,720 | $206.3B | 7.23% | |
| 8 | BRK/BBERKSHIRE HATHAWAY INC DEL | 685,456 | $187.1B | 6.55% | |
| 9 | —APOLLO GLOBAL MGMT INC | 2,507,036 | $154.4B | 5.41% | |
| 10 | —HCA HEALTHCARE INC | 619,387 | $150.3B | 5.26% | |
| 11 | UNHUNITEDHEALTH GROUP INC | 226,121 | $88.4B | 3.09% | |
| 12 | SCHWSCHWAB CHARLES CORP | 707,943 | $51.6B | 1.81% | |
| 13 | AONAON PLC | 114,865 | $32.8B | 1.15% | |
| 14 | —ATHENE HOLDING LTD | 430,322 | $29.6B | 1.04% | |
| 15 | AMANTERO MIDSTREAM CORP | 2,433,484 | $25.4B | 0.89% | |
| 16 | CMCSACOMCAST CORP NEW | 31,094 | $1.7B | 0.06% | |
| 17 | —ALPHABET INC | 565 | $1.5B | 0.05% | |
| 18 | MCOMOODYS CORP | 3,279 | $1.2B | 0.04% | |
| 19 | —ALPHABET INC | 345 | $920.0M | 0.03% | |
| 20 | BACBK OF AMERICA CORP | 14,532 | $617.0M | 0.02% | |
| 21 | MARMARRIOTT INTL INC NEW | 3,244 | $480.0M | 0.02% | |
| 22 | METAFACEBOOK INC | 1,246 | $423.0M | 0.01% | |
| 23 | —FIRST AMERN FINL CORP | 4,000 | $268.0M | 0.01% | |
| 24 | AMZNAMAZON COM INC | 70 | $230.0M | 0.01% |