Brave Warrior Advisors, LLC Q2 2019 Filing
Filed August 14, 2019
Portfolio Value
$1.9T
Holdings
19
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —ALPHABET INC | 295,782 | $320.3B | 17.03% | |
| 2 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,259,424 | $268.5B | 14.28% | |
| 3 | —JPMORGAN CHASE & CO | 2,038,845 | $227.9B | 12.12% | |
| 4 | RJFRAYMOND JAMES FINANCIAL INC | 2,432,568 | $205.7B | 10.94% | |
| 5 | LENLENNAR CORP | 3,374,497 | $163.5B | 8.70% | |
| 6 | SCHWTHE CHARLES SCHWAB CORPORATI | 3,404,870 | $136.8B | 7.28% | |
| 7 | —LIBERTY GLOBAL PLC | 4,665,619 | $123.8B | 6.58% | |
| 8 | METAFACEBOOK INC | 577,756 | $111.5B | 5.93% | |
| 9 | TRVCCITIGROUP INC | 1,388,318 | $97.2B | 5.17% | |
| 10 | PRIPRIMERICA INC | 758,386 | $91.0B | 4.84% | |
| 11 | ARANTERO RES CORP | 11,752,158 | $65.0B | 3.46% | |
| 12 | —D R HORTON INC | 1,267,087 | $54.6B | 2.91% | |
| 13 | AMANTERO MIDSTREAM CORP | 667,759 | $7.7B | 0.41% | |
| 14 | FTDRFRONTDOOR INC | 41,368 | $1.8B | 0.10% | |
| 15 | MCOMOODYS CORP | 6,875 | $1.3B | 0.07% | |
| 16 | CMCSACOMCAST CORP NEW | 31,094 | $1.3B | 0.07% | |
| 17 | —ALPHABET INC | 1,100 | $1.2B | 0.06% | |
| 18 | LENLENNAR CORP | 18,920 | $729.0M | 0.04% | |
| 19 | BACBANK AMER CORP | 14,532 | $421.0M | 0.02% |