Brave Warrior Advisors·CIK 1553733
34
Positions
$4.0B
Portfolio Value
56
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2023
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| ELV | 17.69% | $708,688,721 |
| APO |
15.22% |
| $609,496,970 |
| PRI | 10.25% | $410,526,324 |
| FNF | 9.79% | $392,191,904 |
| LAD | 6.51% | $260,749,220 |
| JPM | 6.02% | $241,246,571 |
| RJF | 5.37% | $214,991,204 |
| OMF | 5.30% | $212,422,237 |
| DFS | 5.15% | $206,288,381 |
| FG | 4.69% | $187,719,043 |
| URI | 4.65% | $186,103,671 |
| DHI | 3.25% | $130,015,809 |
| LEN | 2.84% | $113,794,262 |
| ABG | 1.58% | $63,330,449 |
| AM | 0.67% | $26,753,197 |
| AN | 0.45% | $18,123,640 |
| LPX | 0.32% | $12,771,239 |
| GOOGL | 0.07% | $2,857,721 |
| CMCSA | 0.03% | $1,378,708 |
| MCO | 0.02% | $995,935 |
| GOOG | 0.02% | $909,765 |
| BC | 0.01% | $539,412 |
| MPLX | 0.01% | $426,840 |
| BAC | 0.01% | $397,886 |
| MSFT | 0.01% | $386,794 |
| UNH | 0.01% | $357,975 |
| AMZN | 0.01% | $343,224 |
| FAF | 0.01% | $338,940 |
| HCA | 0.01% | $337,731 |
| EPD | 0.01% | $273,700 |
| PGR | 0.01% | $243,218 |
| MAR | 0.01% | $234,693 |
| ICLR | 0.01% | $233,937 |
| WFC | 0.01% | $214,515 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDCMA | $317,700 | 0.01% |