Brave Warrior Advisors, LLC Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$1.7T
Holdings
22
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,744,715 | $319.0B | 18.36% | |
| 2 | GOOGLALPHABET INC | 176,380 | $204.9B | 11.80% | |
| 3 | ELVANTHEM INC | 875,467 | $198.8B | 11.44% | |
| 4 | JPMJPMORGAN CHASE & CO | 1,909,245 | $171.9B | 9.90% | |
| 5 | RJFRAYMOND JAMES FINANCIAL INC | 2,230,758 | $141.0B | 8.12% | |
| 6 | PRIPRIMERICA INC | 1,467,585 | $129.9B | 7.48% | |
| 7 | PGRPROGRESSIVE CORP OHIO | 1,718,989 | $126.9B | 7.31% | |
| 8 | HCAHCA HEALTHCARE INC | 1,381,943 | $124.2B | 7.15% | |
| 9 | UNHUNITEDHEALTH GROUP INC | 263,100 | $65.6B | 3.78% | |
| 10 | LENLENNAR CORP | 1,677,451 | $64.1B | 3.69% | |
| 11 | SCHWSCHWAB CHARLES CORP | 1,881,990 | $63.3B | 3.64% | |
| 12 | DHID R HORTON INC | 1,635,442 | $55.6B | 3.20% | |
| 13 | METAFACEBOOK INC | 330,862 | $55.2B | 3.18% | |
| 14 | AMANTERO MIDSTREAM CORP | 2,961,561 | $6.2B | 0.36% | |
| 15 | ARANTERO RESOURCES CORP | 8,518,664 | $6.1B | 0.35% | |
| 16 | GOOGALPHABET INC | 936 | $1.1B | 0.06% | |
| 17 | CMCSACOMCAST CORP NEW | 31,094 | $1.1B | 0.06% | |
| 18 | DLTRDOLLAR TREE INC | 11,249 | $826.0M | 0.05% | |
| 19 | MCOMOODYS CORP | 3,129 | $662.0M | 0.04% | |
| 20 | BACBK OF AMERICA CORP | 14,532 | $309.0M | 0.02% | |
| 21 | LENLENNAR CORP | 9,708 | $281.0M | 0.02% | |
| 22 | MARMARRIOTT INTL INC NEW | 2,897 | $217.0M | 0.01% |