Brave Warrior Advisors·CIK 1553733
30
Positions
$4.0B
Portfolio Value
56
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2024
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| ELV | 14.96% | $601,298,515 |
| SNX |
12.10% |
| $486,380,332 |
| DFS | 10.88% | $437,226,457 |
| OMF | 9.65% | $387,725,737 |
| FNF | 8.34% | $335,331,574 |
| AN | 6.17% | $248,172,416 |
| RYAAY | 6.08% | $244,289,606 |
| LEN | 6.02% | $241,973,564 |
| PRI | 5.77% | $231,755,767 |
| FG | 5.57% | $223,794,275 |
| LAD | 5.45% | $218,949,465 |
| MPLX | 5.26% | $211,452,850 |
| DHI | 2.72% | $109,273,105 |
| AM | 0.73% | $29,166,556 |
| GOOGL | 0.10% | $4,137,719 |
| JPM | 0.03% | $1,352,684 |
| CMCSA | 0.03% | $1,166,958 |
| HCA | 0.03% | $1,012,406 |
| GOOG | 0.02% | $721,768 |
| BAC | 0.02% | $638,681 |
| ICLR | 0.02% | $629,130 |
| MSFT | 0.01% | $537,412 |
| PGR | 0.01% | $418,359 |
| ALLY | 0.01% | $360,100 |
| MAR | 0.01% | $333,054 |
| AMZN | 0.01% | $307,146 |
| COF | 0.01% | $267,480 |
| UNH | 0.01% | $252,424 |
| MCO | 0.01% | $222,957 |
| MA | 0.01% | $222,213 |