Brave Warrior Advisors·CIK 1553733
23
Positions
$2.9B
Portfolio Value
56
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2022
Portfolio Value Over Time
| ▲ +0.5% |
| 3 | VVV | 7.49% | $218,260,000 | ▲ +0.1% |
| 4 | PRI | 9.04% | $263,439,000 | ▲ +0.5% |
| 5 | URI | 3.77% | $109,686,000 | ▲ +1.2% |
| 6 | JPM | 6.72% | $195,693,000 | ▲ +0.3% |
| 7 | LAD | 9.35% | $272,419,000 | ▲ +1.5% |
| 8 | DHI | 3.70% | $107,658,000 | ▲ +0.3% |
| 9 | APO | 12.36% | $360,110,000 | ▲ +1.7% |
| 10 | LEN | 1.97% | $57,336,000 | ▲ +0.3% |