Brave Warrior Advisors·CIK 1553733
22
Positions
$1.7B
Portfolio Value
56
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2020
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| BRKB | 18.36% | $318,986,000 |
| GOOGL |
11.80% |
| $204,945,000 |
| ELV | 11.44% | $198,766,000 |
| JPM | 9.90% | $171,889,000 |
| RJF | 8.12% | $140,984,000 |
| PRI | 7.48% | $129,852,000 |
| PGR | 7.31% | $126,930,000 |
| HCA | 7.15% | $124,168,000 |
| UNH | 3.78% | $65,612,000 |
| LEN | 3.69% | $64,079,000 |
| SCHW | 3.64% | $63,273,000 |
| DHI | 3.20% | $55,605,000 |
| META | 3.18% | $55,188,000 |
| AM | 0.36% | $6,219,000 |
| AR | 0.35% | $6,073,000 |
| GOOG | 0.06% | $1,088,000 |
| CMCSA | 0.06% | $1,069,000 |
| DLTR | 0.05% | $826,000 |
| MCO | 0.04% | $662,000 |
| BAC | 0.02% | $309,000 |
| LENB | 0.02% | $281,000 |
| MAR | 0.01% | $217,000 |