Brave Warrior Advisors, LLC Q1 2021 Filing
Filed May 17, 2021
Portfolio Value
$3.1T
Holdings
24
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ELVANTHEM INC | 1,163,729 | $417.7B | 13.64% | |
| 2 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,386,826 | $354.3B | 11.57% | |
| 3 | AONAON PLC | 1,529,149 | $351.9B | 11.49% | |
| 4 | —JPMORGAN CHASE & CO | 2,182,213 | $332.2B | 10.85% | |
| 5 | PRIPRIMERICA INC | 1,888,591 | $279.2B | 9.12% | |
| 6 | —HCA HEALTHCARE INC | 1,361,355 | $256.4B | 8.37% | |
| 7 | RJFRAYMOND JAMES FINL INC | 2,044,690 | $250.6B | 8.18% | |
| 8 | PGRPROGRESSIVE CORP | 2,390,387 | $228.5B | 7.46% | |
| 9 | VVVVALVOLINE INC | 7,647,450 | $199.4B | 6.51% | |
| 10 | DLTRDOLLAR TREE INC | 1,510,911 | $172.9B | 5.65% | |
| 11 | UNHUNITEDHEALTH GROUP INC | 246,430 | $91.7B | 2.99% | |
| 12 | SCHWSCHWAB CHARLES CORP | 734,288 | $47.9B | 1.56% | |
| 13 | AMANTERO MIDSTREAM CORP | 3,481,162 | $31.4B | 1.03% | |
| 14 | RYAAYRYANAIR HOLDINGS PLC | 203,249 | $23.4B | 0.76% | |
| 15 | ARANTERO RESOURCES CORP | 1,500,000 | $15.3B | 0.50% | |
| 16 | CMCSACOMCAST CORP NEW | 31,094 | $1.7B | 0.05% | |
| 17 | METAFACEBOOK INC | 5,055 | $1.5B | 0.05% | |
| 18 | —ALPHABET INC | 691 | $1.4B | 0.05% | |
| 19 | CACCCREDIT ACCEP CORP MICH | 3,548 | $1.3B | 0.04% | |
| 20 | —ALPHABET INC | 524 | $1.1B | 0.04% | |
| 21 | MCOMOODYS CORP | 3,279 | $979.0M | 0.03% | |
| 22 | BACBK OF AMERICA CORP | 14,532 | $562.0M | 0.02% | |
| 23 | MARMARRIOTT INTL INC NEW | 3,223 | $477.0M | 0.02% | |
| 24 | AMZNAMAZON COM INC | 69 | $213.0M | 0.01% |