Brave Warrior Advisors, LLC Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$3233.3T
Holdings
28
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APOAPOLLO GLOBAL MGMT INC | 7,910,138 | $499.6T | 15.45% | |
| 2 | ELVELEVANCE HEALTH INC | 1,084,768 | $498.8T | 15.43% | |
| 3 | PRIPRIMERICA INC | 2,151,149 | $370.5T | 11.46% | |
| 4 | FNFFIDELITY NATIONAL FINANCIAL | 9,085,684 | $317.4T | 9.82% | |
| 5 | LADLITHIA MTRS INC | 1,069,822 | $244.9T | 7.57% | |
| 6 | JPMJPMORGAN CHASE & CO | 1,697,747 | $221.2T | 6.84% | |
| 7 | RJFRAYMOND JAMES FINL INC | 2,176,510 | $203.0T | 6.28% | |
| 8 | OMFONEMAIN HLDGS INC | 5,293,592 | $196.3T | 6.07% | |
| 9 | URIUNITED RENTALS INC | 440,771 | $174.4T | 5.40% | |
| 10 | DHID R HORTON INC | 1,580,567 | $154.4T | 4.78% | |
| 11 | FGF&G ANNUITIES & LIFE INC | 6,833,958 | $123.8T | 3.83% | |
| 12 | LENLENNAR CORP | 874,890 | $92.0T | 2.84% | |
| 13 | AWGASBURY AUTOMOTIVE GROUP INC | 276,935 | $58.2T | 1.80% | |
| 14 | ANAUTONATION INC | 250,280 | $33.6T | 1.04% | |
| 15 | AMANTERO MIDSTREAM CORP | 2,251,866 | $23.6T | 0.73% | |
| 16 | HCAHCA HEALTHCARE INC | 38,652 | $10.2T | 0.32% | |
| 17 | FAFFIRST AMERN FINL CORP | 47,900 | $2.7T | 0.08% | |
| 18 | GOOGLALPHABET INC | 23,088 | $2.4T | 0.07% | |
| 19 | CMCSACOMCAST CORP NEW | 31,094 | $1.2T | 0.04% | |
| 20 | BCBRUNSWICK CORP | 12,328 | $1.0T | 0.03% | |
| 21 | MCOMOODYS CORP | 3,150 | $964.0B | 0.03% | |
| 22 | GOOGALPHABET INC | 8,150 | $847.6B | 0.03% | |
| 23 | UNHUNITEDHEALTH GROUP INC | 1,106 | $522.7B | 0.02% | |
| 24 | MSFTMICROSOFT CORP | 1,700 | $490.1B | 0.02% | |
| 25 | BACBANK AMERICA CORP | 14,532 | $415.6B | 0.01% | |
| 26 | AMZNAMAZON COM INC | 3,200 | $330.5B | 0.01% | |
| 27 | SCHWSCHWAB CHARLES CORP | 5,250 | $275.0B | 0.01% | |
| 28 | PGRPROGRESSIVE CORP | 1,746 | $249.8B | 0.01% |