Brave Warrior Advisors, LLC Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$3.4T
Holdings
24
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ELVANTHEM INC | 1,353,249 | $664.7B | 19.61% | |
| 2 | FNFFIDELITY NATIONAL FINANCIAL | 9,147,182 | $446.7B | 13.18% | |
| 3 | APOAPOLLO GLOBAL MGMT INC | 5,852,507 | $362.8B | 10.70% | |
| 4 | PRIPRIMERICA INC | 2,107,598 | $288.4B | 8.51% | |
| 5 | LADLITHIA MTRS INC | 885,107 | $265.6B | 7.84% | |
| 6 | VVVVALVOLINE INC | 7,981,170 | $251.9B | 7.43% | |
| 7 | RJFRAYMOND JAMES FINL INC | 2,253,947 | $247.7B | 7.31% | |
| 8 | JPMJPMORGAN CHASE & CO | 1,593,953 | $217.3B | 6.41% | |
| 9 | PGRPROGRESSIVE CORP | 1,714,274 | $195.4B | 5.76% | |
| 10 | HCAHCA HEALTHCARE INC | 622,838 | $156.1B | 4.60% | |
| 11 | DHID R HORTON INC | 1,532,698 | $114.2B | 3.37% | |
| 12 | URIUNITED RENTALS INC | 246,418 | $87.5B | 2.58% | |
| 13 | LENLENNAR CORP | 715,804 | $58.1B | 1.71% | |
| 14 | AMANTERO MIDSTREAM CORP | 2,378,233 | $25.9B | 0.76% | |
| 15 | UNHUNITEDHEALTH GROUP INC | 3,556 | $1.8B | 0.05% | |
| 16 | CMCSACOMCAST CORP NEW | 31,094 | $1.5B | 0.04% | |
| 17 | MCOMOODYS CORP | 3,279 | $1.1B | 0.03% | |
| 18 | GOOGALPHABET INC | 345 | $964.0M | 0.03% | |
| 19 | GOOGLALPHABET INC | 333 | $926.0M | 0.03% | |
| 20 | BACBK OF AMERICA CORP | 14,532 | $599.0M | 0.02% | |
| 21 | FAFFIRST AMERN FINL CORP | 4,000 | $259.0M | 0.01% | |
| 22 | AMZNAMAZON COM INC | 70 | $228.0M | 0.01% | |
| 23 | MARMARRIOTT INTL INC NEW | 1,185 | $208.0M | 0.01% | |
| 24 | MAMASTERCARD INCORPORATED | 569 | $203.0M | 0.01% |