Brave Warrior Advisors·CIK 1553733
29
Positions
$4.8B
Portfolio Value
56
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2024
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| ELV | 17.85% | $853,432,318 |
| PRI |
10.66% |
| $509,727,554 |
| FNF | 10.08% | $481,974,416 |
| DFS | 9.08% | $433,917,994 |
| APO | 8.95% | $427,802,980 |
| SNX | 7.24% | $346,208,487 |
| OMF | 7.13% | $340,885,968 |
| JPM | 5.44% | $260,115,188 |
| FG | 5.16% | $246,863,656 |
| LAD | 4.83% | $230,910,351 |
| LEN | 3.65% | $174,463,563 |
| AN | 3.25% | $155,274,798 |
| DHI | 2.79% | $133,307,879 |
| MPLX | 2.63% | $125,744,310 |
| AM | 0.63% | $30,216,754 |
| LPX | 0.39% | $18,846,018 |
| GOOGL | 0.07% | $3,299,028 |
| CMCSA | 0.03% | $1,347,925 |
| HCA | 0.03% | $1,291,762 |
| RYAAY | 0.02% | $950,120 |
| BAC | 0.02% | $854,413 |
| GOOG | 0.01% | $577,065 |
| AMZN | 0.01% | $487,026 |
| PGR | 0.01% | $361,108 |
| WFC | 0.01% | $304,290 |
| UNH | 0.01% | $301,767 |
| MAR | 0.01% | $301,258 |
| MSFT | 0.00% | $220,878 |
| MA | 0.00% | $203,223 |