Brave Warrior Advisors, LLC Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$4780.2T
Holdings
29
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ELVELEVANCE HEALTH INC | 1,645,837 | $853.4T | 17.85% | |
| 2 | PRIPRIMERICA INC | 2,015,052 | $509.7T | 10.66% | |
| 3 | FNFFIDELITY NATIONAL FINANCIAL | 9,076,731 | $482.0T | 10.08% | |
| 4 | DFSEURDISCOVER FINL SVCS | 3,310,077 | $433.9T | 9.08% | |
| 5 | APOAPOLLO GLOBAL MGMT INC | 3,804,384 | $427.8T | 8.95% | |
| 6 | SUXTD SYNNEX CORPORATION | 3,061,083 | $346.2T | 7.24% | |
| 7 | OMFONEMAIN HLDGS INC | 6,672,264 | $340.9T | 7.13% | |
| 8 | JPMJPMORGAN CHASE & CO | 1,298,628 | $260.1T | 5.44% | |
| 9 | FGF&G ANNUITIES & LIFE INC | 6,087,883 | $246.9T | 5.16% | |
| 10 | LADLITHIA MTRS INC | 767,501 | $230.9T | 4.83% | |
| 11 | LENLENNAR CORP | 1,014,441 | $174.5T | 3.65% | |
| 12 | ANAUTONATION INC | 937,763 | $155.3T | 3.25% | |
| 13 | DHID R HORTON INC | 810,136 | $133.3T | 2.79% | |
| 14 | MPLXMPLX LP | 3,025,609 | $125.7T | 2.63% | |
| 15 | AMANTERO MIDSTREAM CORP | 2,149,129 | $30.2T | 0.63% | |
| 16 | LPXLOUISIANA PAC CORP | 224,598 | $18.8T | 0.39% | |
| 17 | GOOGLALPHABET INC | 21,858 | $3.3T | 0.07% | |
| 18 | CMCSACOMCAST CORP NEW | 31,094 | $1.3T | 0.03% | |
| 19 | HCAHCA HEALTHCARE INC | 3,873 | $1.3T | 0.03% | |
| 20 | RYAAYRYANAIR HOLDINGS PLC | 6,526 | $950.1B | 0.02% | |
| 21 | BACBANK AMERICA CORP | 22,532 | $854.4B | 0.02% | |
| 22 | GOOGALPHABET INC | 3,790 | $577.1B | 0.01% | |
| 23 | AMZNAMAZON COM INC | 2,700 | $487.0B | 0.01% | |
| 24 | PGRPROGRESSIVE CORP | 1,746 | $361.1B | 0.01% | |
| 25 | WFCWELLS FARGO CO NEW | 5,250 | $304.3B | 0.01% | |
| 26 | UNHUNITEDHEALTH GROUP INC | 610 | $301.8B | 0.01% | |
| 27 | MARMARRIOTT INTL INC NEW | 1,194 | $301.3B | 0.01% | |
| 28 | MSFTMICROSOFT CORP | 525 | $220.9B | 0.00% | |
| 29 | MAMASTERCARD INCORPORATED | 422 | $203.2B | 0.00% |