Brave Warrior Advisors·CIK 1553733
24
Positions
$3.4B
Portfolio Value
56
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2022
Portfolio Value Over Time
| NEW |
| 3 | PRI | 8.51% | $288,362,000 | NEW |
| 4 | LAD | 7.84% | $265,638,000 | NEW |
| 5 | VVV | 7.43% | $251,886,000 | NEW |
| 6 | JPM | 6.41% | $217,288,000 | NEW |
| 7 | HCA | 4.60% | $156,096,000 | NEW |
| 8 | DHI | 3.37% | $114,201,000 | NEW |
| 9 | URI | 2.58% | $87,530,000 | NEW |
| 10 | LEN | 1.71% | $58,102,000 | NEW |
| 11 | AM | 0.76% | $25,851,000 | NEW |
| 12 | RJF | 7.31% | $247,731,000 | ▲ +0.2% |
| 13 | UNH | 0.05% | $1,813,000 | NEW |
| 14 | CMCSA | 0.04% | $1,456,000 | NEW |
| 15 | GOOG | 0.03% | $964,000 | NEW |
| 16 | GOOGL | 0.03% | $926,000 | NEW |
| 17 | FAF | 0.01% | $259,000 | NEW |
| 18 | MA | 0.01% | $203,000 | NEW |