Brave Warrior Advisors, LLC Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$4.8B
Holdings
32
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (32 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ELVELEVANCE HEALTH INC | 1,641,413 | $853.5T | 17708134.93% | |
| 2 | DFSEURDISCOVER FINL SVCS | 3,454,706 | $484.7T | 10055170.06% | |
| 3 | SUXTD SYNNEX CORPORATION | 3,695,615 | $443.8T | 9206806.39% | |
| 4 | PRIPRIMERICA INC | 1,460,171 | $387.2T | 8032430.21% | |
| 5 | FNFFIDELITY NATIONAL FINANCIAL | 6,010,352 | $373.0T | 7738615.85% | |
| 6 | OMFONEMAIN HLDGS INC | 7,402,222 | $348.4T | 7228661.94% | |
| 7 | LENLENNAR CORP | 1,780,852 | $333.9T | 6926827.68% | |
| 8 | APOAPOLLO GLOBAL MGMT INC | 2,277,466 | $284.5T | 5902020.60% | |
| 9 | LADLITHIA MTRS INC | 854,551 | $271.4T | 5631509.03% | |
| 10 | FGF&G ANNUITIES & LIFE INC | 5,456,170 | $244.0T | 5062223.31% | |
| 11 | RYAAYRYANAIR HOLDINGS PLC | 5,104,019 | $230.6T | 4784208.72% | |
| 12 | MPLXMPLX LP | 4,432,966 | $197.1T | 4088984.54% | |
| 13 | ANAUTONATION INC | 972,309 | $174.0T | 3609232.05% | |
| 14 | DHID R HORTON INC | 803,061 | $153.2T | 3178412.25% | |
| 15 | AMANTERO MIDSTREAM CORP | 1,898,932 | $28.6T | 592921.95% | |
| 16 | GOOGLALPHABET INC | 21,858 | $3.6T | 75210.33% | |
| 17 | HCAHCA HEALTHCARE INC | 3,373 | $1.4T | 28441.57% | |
| 18 | CMCSACOMCAST CORP NEW | 31,094 | $1.3T | 26945.89% | |
| 19 | JPMJPMORGAN CHASE & CO. | 5,643 | $1.2T | 24686.29% | |
| 20 | BACBANK AMERICA CORP | 22,532 | $894.1B | 18549.11% | |
| 21 | GOOGALPHABET INC | 3,790 | $633.6B | 13146.22% | |
| 22 | DLTRDOLLAR TREE INC | 7,126 | $501.1B | 10396.23% | |
| 23 | PGRPROGRESSIVE CORP | 1,746 | $443.1B | 9192.19% | |
| 24 | ALLYALLY FINL INC | 10,000 | $355.9B | 7383.79% | |
| 25 | MARMARRIOTT INTL INC NEW | 1,194 | $296.8B | 6158.24% | |
| 26 | UNHUNITEDHEALTH GROUP INC | 499 | $291.8B | 6052.99% | |
| 27 | AMZNAMAZON COM INC | 1,400 | $260.9B | 5412.06% | |
| 28 | MSFTMICROSOFT CORP | 525 | $225.9B | 4686.85% | |
| 29 | MCOMOODYS CORP | 471 | $223.5B | 4637.58% | |
| 30 | TXNTEXAS INSTRS INC | 1,010 | $208.6B | 4328.53% | |
| 31 | MAMASTERCARD INCORPORATED | 422 | $208.4B | 4323.31% | |
| 32 | SPGIS&P GLOBAL INC | 401 | $207.2B | 4298.02% |