Brave Warrior Advisors, LLC Q1 2019 Filing
Filed May 15, 2019
Portfolio Value
$2.0T
Holdings
20
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —ALPHABET INC | 314,691 | $370.4B | 18.61% | |
| 2 | —JPMORGAN CHASE & CO | 2,068,564 | $209.4B | 10.52% | |
| 3 | RJFRAYMOND JAMES FINANCIAL INC | 2,459,273 | $197.8B | 9.94% | |
| 4 | BFHALLIANCE DATA SYSTEMS CORP | 1,126,962 | $197.2B | 9.91% | |
| 5 | LENLENNAR CORP | 3,637,167 | $178.5B | 8.97% | |
| 6 | PRIPRIMERICA INC | 1,258,809 | $153.8B | 7.73% | |
| 7 | SCHWTHE CHARLES SCHWAB CORPORATI | 3,457,957 | $147.9B | 7.43% | |
| 8 | METAFACEBOOK INC | 838,174 | $139.7B | 7.02% | |
| 9 | —LIBERTY GLOBAL PLC | 5,289,768 | $128.1B | 6.44% | |
| 10 | ARANTERO RES CORP | 11,940,274 | $105.4B | 5.30% | |
| 11 | TRVCCITIGROUP INC | 1,416,753 | $88.2B | 4.43% | |
| 12 | —D R HORTON INC | 1,282,900 | $53.1B | 2.67% | |
| 13 | AMANTERO MIDSTREAM CORP | 626,209 | $8.6B | 0.43% | |
| 14 | —LIBERTY GLOBAL PLC | 232,019 | $5.8B | 0.29% | |
| 15 | FTDRFRONTDOOR INC | 41,368 | $1.4B | 0.07% | |
| 16 | —ALPHABET INC | 1,126 | $1.3B | 0.07% | |
| 17 | MCOMOODYS CORP | 6,875 | $1.2B | 0.06% | |
| 18 | CMCSACOMCAST CORP NEW | 31,094 | $1.2B | 0.06% | |
| 19 | LENLENNAR CORP | 18,504 | $724.0M | 0.04% | |
| 20 | BACBANK AMER CORP | 14,532 | $401.0M | 0.02% |