Brave Warrior Advisors, LLC Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$2.9T
Holdings
25
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ELVELEVANCE HEALTH INC | 1,189,871 | $540.5B | 18.68% | |
| 2 | APOAPOLLO GLOBAL MGMT INC | 7,849,515 | $365.0B | 12.62% | |
| 3 | FNFFIDELITY NATIONAL FINANCIAL | 9,389,250 | $339.9B | 11.75% | |
| 4 | PRIPRIMERICA INC | 2,199,229 | $271.5B | 9.38% | |
| 5 | LADLITHIA MTRS INC | 1,136,208 | $243.8B | 8.43% | |
| 6 | RJFRAYMOND JAMES FINL INC | 2,238,425 | $221.2B | 7.65% | |
| 7 | JPMJPMORGAN CHASE & CO | 1,735,301 | $181.3B | 6.27% | |
| 8 | OMFONEMAIN HLDGS INC | 5,381,093 | $158.8B | 5.49% | |
| 9 | VVVVALVOLINE INC | 5,451,901 | $138.2B | 4.78% | |
| 10 | URIUNITED RENTALS INC | 451,639 | $122.0B | 4.22% | |
| 11 | DHID R HORTON INC | 1,621,062 | $109.2B | 3.77% | |
| 12 | HCAHCA HEALTHCARE INC | 420,871 | $77.4B | 2.67% | |
| 13 | LENLENNAR CORP | 897,919 | $66.9B | 2.31% | |
| 14 | AWGASBURY AUTOMOTIVE GROUP INC | 200,447 | $30.3B | 1.05% | |
| 15 | AMANTERO MIDSTREAM CORP | 2,350,819 | $21.6B | 0.75% | |
| 16 | UNHUNITEDHEALTH GROUP INC | 2,466 | $1.2B | 0.04% | |
| 17 | CMCSACOMCAST CORP NEW | 31,094 | $912.0M | 0.03% | |
| 18 | MCOMOODYS CORP | 3,129 | $761.0M | 0.03% | |
| 19 | GOOGALPHABET INC | 6,900 | $663.0M | 0.02% | |
| 20 | GOOGLALPHABET INC | 5,600 | $536.0M | 0.02% | |
| 21 | BACBK OF AMERICA CORP | 14,532 | $439.0M | 0.02% | |
| 22 | FAFFIRST AMERN FINL CORP | 5,500 | $254.0M | 0.01% | |
| 23 | PHMPULTE GROUP INC | 6,200 | $232.0M | 0.01% | |
| 24 | AMZNAMAZON COM INC | 1,900 | $215.0M | 0.01% | |
| 25 | PGRPROGRESSIVE CORP | 1,746 | $203.0M | 0.01% |