Brave Warrior Advisors·CIK 1553733
30
Positions
$4.2B
Portfolio Value
56
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2023
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| ELV | 19.76% | $828,367,289 |
| FNF |
11.50% |
| $482,155,530 |
| PRI | 10.38% | $434,920,262 |
| APO | 10.01% | $419,664,484 |
| OMF | 7.53% | $315,706,560 |
| DFS | 7.06% | $295,967,971 |
| FG | 6.82% | $285,986,324 |
| JPM | 6.72% | $281,712,476 |
| LAD | 6.47% | $271,320,793 |
| RJF | 5.69% | $238,296,239 |
| DHI | 2.78% | $116,623,069 |
| LEN | 2.03% | $85,186,346 |
| ABG | 1.49% | $62,624,224 |
| AM | 0.67% | $27,882,508 |
| AN | 0.44% | $18,387,288 |
| LPX | 0.39% | $16,272,413 |
| GOOGL | 0.07% | $3,053,344 |
| CMCSA | 0.03% | $1,363,472 |
| HCA | 0.03% | $1,048,344 |
| RYAAY | 0.02% | $870,307 |
| BAC | 0.02% | $758,652 |
| MPLX | 0.01% | $624,240 |
| GOOG | 0.01% | $534,125 |
| AMZN | 0.01% | $410,238 |
| MSFT | 0.01% | $385,441 |
| UNH | 0.01% | $321,147 |
| PGR | 0.01% | $278,103 |
| MAR | 0.01% | $269,259 |
| WFC | 0.01% | $258,405 |
| KEY | 0.00% | $144,000 |