Brave Warrior Advisors·CIK 1553733
27
Positions
$4.5B
Portfolio Value
56
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2024
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| ELV | 19.61% | $884,926,196 |
| DFS |
10.03% |
| $452,729,747 |
| PRI | 9.91% | $447,139,276 |
| APO | 9.89% | $446,269,297 |
| SNX | 8.50% | $383,364,108 |
| FNF | 8.07% | $364,103,481 |
| OMF | 7.81% | $352,530,883 |
| LEN | 5.27% | $237,590,709 |
| FG | 5.10% | $230,178,300 |
| LAD | 4.78% | $215,888,171 |
| MPLX | 4.00% | $180,389,008 |
| AN | 3.46% | $156,070,474 |
| DHI | 2.52% | $113,578,728 |
| AM | 0.68% | $30,810,860 |
| RYAAY | 0.13% | $5,780,082 |
| GOOGL | 0.09% | $3,981,435 |
| HCA | 0.03% | $1,244,317 |
| CMCSA | 0.03% | $1,217,641 |
| JPM | 0.03% | $1,141,353 |
| BAC | 0.02% | $896,098 |
| GOOG | 0.02% | $695,162 |
| AMZN | 0.01% | $425,150 |
| PGR | 0.01% | $362,662 |
| UNH | 0.01% | $310,649 |
| MAR | 0.01% | $288,673 |
| MSFT | 0.01% | $234,649 |
| AMAT | 0.01% | $226,786 |