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
| Ticker | % Portfolio | Value |
|---|---|---|
| ELV | 19.61% | $664,743,000 |
13.18% |
| $446,748,000 |
| APO | 10.70% | $362,797,000 |
| PRI | 8.51% | $288,362,000 |
| LAD | 7.84% | $265,638,000 |
| VVV | 7.43% | $251,886,000 |
| RJF | 7.31% | $247,731,000 |
| JPM | 6.41% | $217,288,000 |
| PGR | 5.76% | $195,410,000 |
| HCA | 4.60% | $156,096,000 |
| DHI | 3.37% | $114,201,000 |
| URI | 2.58% | $87,530,000 |
| LEN | 1.71% | $58,102,000 |
| AM | 0.76% | $25,851,000 |
| UNH | 0.05% | $1,813,000 |
| CMCSA | 0.04% | $1,456,000 |
| MCO | 0.03% | $1,106,000 |
| GOOG | 0.03% | $964,000 |
| GOOGL | 0.03% | $926,000 |
| BAC | 0.02% | $599,000 |
| FAF | 0.01% | $259,000 |
| AMZN | 0.01% | $228,000 |
| MAR | 0.01% | $208,000 |
| MA | 0.01% | $203,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDBRKB | $200,889,000 | 6.40% |