Brave Warrior Advisors·CIK 1553733
21
Positions
$2.0B
Portfolio Value
56
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2020
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| BRKB | 18.32% | $368,476,000 |
| GOOGL |
11.62% |
| $233,707,000 |
| ELV | 10.09% | $202,881,000 |
| JPM | 9.31% | $187,285,000 |
| PRI | 9.03% | $181,565,000 |
| HCA | 8.03% | $161,585,000 |
| RJF | 7.53% | $151,367,000 |
| PGR | 7.05% | $141,816,000 |
| META | 3.97% | $79,951,000 |
| LEN | 3.70% | $74,455,000 |
| DHI | 3.65% | $73,455,000 |
| UNH | 2.43% | $48,811,000 |
| SCHW | 2.41% | $48,519,000 |
| AM | 1.80% | $36,114,000 |
| RYAAY | 0.82% | $16,486,000 |
| GOOG | 0.07% | $1,323,000 |
| CMCSA | 0.06% | $1,212,000 |
| DLTR | 0.05% | $1,043,000 |
| MCO | 0.04% | $860,000 |
| BAC | 0.02% | $345,000 |
| MAR | 0.01% | $248,000 |