Brave Warrior Advisors·CIK 1553733
32
Positions
$4.8B
Portfolio Value
56
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2024
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| ELV | 17.71% | $853,534,760 |
| DFS |
10.06% |
| $484,660,705 |
| SNX | 9.21% | $443,769,449 |
| PRI | 8.03% | $387,164,341 |
| FNF | 7.74% | $373,002,445 |
| OMF | 7.23% | $348,422,590 |
| LEN | 6.93% | $333,874,133 |
| APO | 5.90% | $284,478,278 |
| LAD | 5.63% | $271,439,580 |
| FG | 5.06% | $243,999,923 |
| RYAAY | 4.78% | $230,599,578 |
| MPLX | 4.09% | $197,089,668 |
| AN | 3.61% | $173,965,526 |
| DHI | 3.18% | $153,199,947 |
| AM | 0.59% | $28,578,927 |
| GOOGL | 0.08% | $3,625,149 |
| HCA | 0.03% | $1,370,888 |
| CMCSA | 0.03% | $1,298,796 |
| JPM | 0.02% | $1,189,883 |
| BAC | 0.02% | $894,070 |
| GOOG | 0.01% | $633,650 |
| DLTR | 0.01% | $501,100 |
| PGR | 0.01% | $443,065 |
| ALLY | 0.01% | $355,900 |
| MAR | 0.01% | $296,828 |
| UNH | 0.01% | $291,755 |
| AMZN | 0.01% | $260,862 |
| MSFT | 0.00% | $225,907 |
| MCO | 0.00% | $223,532 |
| TXN | 0.00% | $208,636 |
| MA | 0.00% | $208,384 |
| SPGI | 0.00% | $207,165 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDAMAT | $226,786 | 0.01% |