Brave Warrior Advisors, LLC Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$3.2T
Holdings
26
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APOAPOLLO GLOBAL MGMT INC | 7,935,934 | $506.2B | 15.95% | |
| 2 | ELVELEVANCE HEALTH INC | 872,415 | $447.5B | 14.10% | |
| 3 | FNFFIDELITY NATIONAL FINANCIAL | 9,224,770 | $347.0B | 10.94% | |
| 4 | PRIPRIMERICA INC | 2,160,660 | $306.4B | 9.66% | |
| 5 | RJFRAYMOND JAMES FINL INC | 2,187,451 | $233.7B | 7.37% | |
| 6 | JPMJPMORGAN CHASE & CO | 1,709,165 | $229.2B | 7.22% | |
| 7 | LADLITHIA MTRS INC | 1,084,461 | $222.0B | 7.00% | |
| 8 | OMFONEMAIN HLDGS INC | 5,312,546 | $177.0B | 5.58% | |
| 9 | URIUNITED RENTALS INC | 442,750 | $157.4B | 4.96% | |
| 10 | DHID R HORTON INC | 1,589,460 | $141.7B | 4.46% | |
| 11 | FGF&G ANNUITIES & LIFE INC | 6,032,140 | $120.7B | 3.80% | |
| 12 | HCAHCA HEALTHCARE INC | 415,014 | $99.6B | 3.14% | |
| 13 | LENLENNAR CORP | 878,465 | $79.5B | 2.51% | |
| 14 | AWGASBURY AUTOMOTIVE GROUP INC | 277,836 | $49.8B | 1.57% | |
| 15 | AMANTERO MIDSTREAM CORP | 2,295,807 | $24.8B | 0.78% | |
| 16 | ANAUTONATION INC | 230,468 | $24.7B | 0.78% | |
| 17 | GOOGLALPHABET INC | 13,157 | $1.2B | 0.04% | |
| 18 | CMCSACOMCAST CORP NEW | 31,094 | $1.1B | 0.03% | |
| 19 | MCOMOODYS CORP | 3,150 | $877.7M | 0.03% | |
| 20 | GOOGALPHABET INC | 8,150 | $723.1M | 0.02% | |
| 21 | UNHUNITEDHEALTH GROUP INC | 1,206 | $639.4M | 0.02% | |
| 22 | BACBANK AMERICA CORP | 14,532 | $481.3M | 0.02% | |
| 23 | MSFTMICROSOFT CORP | 1,700 | $407.7M | 0.01% | |
| 24 | FAFFIRST AMERN FINL CORP | 7,500 | $392.6M | 0.01% | |
| 25 | PGRPROGRESSIVE CORP | 1,746 | $226.5M | 0.01% | |
| 26 | METAMETA PLATFORMS INC | 1,838 | $221.2M | 0.01% |