Brave Warrior Advisors·CIK 1553733
32
Positions
$3.8B
Portfolio Value
56
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2023
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| APO | 15.98% | $604,831,358 |
15.51% |
| $587,027,937 |
| PRI | 11.20% | $424,000,209 |
| LAD | 9.22% | $348,892,934 |
| FNF | 8.65% | $327,170,268 |
| JPM | 6.49% | $245,461,706 |
| OMF | 6.18% | $233,812,846 |
| URI | 6.16% | $233,296,831 |
| RJF | 5.93% | $224,590,137 |
| DHI | 4.58% | $173,252,974 |
| FG | 4.45% | $168,359,235 |
| LEN | 2.39% | $90,613,666 |
| ABG | 1.76% | $66,491,998 |
| AM | 0.69% | $26,127,863 |
| AN | 0.53% | $19,947,111 |
| GOOGL | 0.07% | $2,614,009 |
| CMCSA | 0.03% | $1,291,956 |
| MCO | 0.03% | $1,095,318 |
| GOOG | 0.02% | $834,693 |
| BC | 0.02% | $591,578 |
| UNH | 0.01% | $531,588 |
| MSFT | 0.01% | $417,161 |
| BAC | 0.01% | $416,923 |
| HCA | 0.01% | $416,678 |
| MPLX | 0.01% | $407,280 |
| FAF | 0.01% | $364,928 |
| AMZN | 0.01% | $351,972 |
| CMA | 0.01% | $317,700 |
| ICLR | 0.01% | $237,690 |
| PGR | 0.01% | $231,118 |
| WFC | 0.01% | $224,070 |
| MAR | 0.01% | $219,326 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDSCHW | $274,995 | 0.01% |