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
| Ticker | % Portfolio | Value |
|---|---|---|
| ELV | 20.07% | $584,538,000 |
| APO |
12.36% |
| $360,110,000 |
| FNF | 11.57% | $337,056,000 |
| LAD | 9.35% | $272,419,000 |
| PRI | 9.04% | $263,439,000 |
| VVV | 7.49% | $218,260,000 |
| RJF | 6.89% | $200,810,000 |
| JPM | 6.72% | $195,693,000 |
| URI | 3.77% | $109,686,000 |
| OMF | 3.71% | $108,001,000 |
| DHI | 3.70% | $107,658,000 |
| HCA | 2.42% | $70,615,000 |
| LEN | 1.97% | $57,336,000 |
| AM | 0.74% | $21,573,000 |
| UNH | 0.04% | $1,267,000 |
| CMCSA | 0.04% | $1,220,000 |
| MCO | 0.03% | $851,000 |
| GOOG | 0.03% | $755,000 |
| GOOGL | 0.02% | $610,000 |
| BAC | 0.02% | $452,000 |
| FAF | 0.01% | $212,000 |
| PGR | 0.01% | $203,000 |
| AMZN | 0.01% | $202,000 |