Brave Warrior Advisors, LLC Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$2.0T
Holdings
21
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,064,178 | $368.5B | 18.32% | |
| 2 | GOOGLALPHABET INC | 164,809 | $233.7B | 11.62% | |
| 3 | ELVANTHEM INC | 771,468 | $202.9B | 10.09% | |
| 4 | JPMJPMORGAN CHASE & CO | 1,991,125 | $187.3B | 9.31% | |
| 5 | PRIPRIMERICA INC | 1,557,166 | $181.6B | 9.03% | |
| 6 | HCAHCA HEALTHCARE INC | 1,664,795 | $161.6B | 8.03% | |
| 7 | RJFRAYMOND JAMES FINL INC | 2,199,149 | $151.4B | 7.53% | |
| 8 | PGRPROGRESSIVE CORP OHIO | 1,770,265 | $141.8B | 7.05% | |
| 9 | METAFACEBOOK INC | 352,099 | $80.0B | 3.97% | |
| 10 | LENLENNAR CORP | 1,208,285 | $74.5B | 3.70% | |
| 11 | DHID R HORTON INC | 1,324,702 | $73.5B | 3.65% | |
| 12 | UNHUNITEDHEALTH GROUP INC | 165,491 | $48.8B | 2.43% | |
| 13 | SCHWSCHWAB CHARLES CORP | 1,438,053 | $48.5B | 2.41% | |
| 14 | AMANTERO MIDSTREAM CORP | 7,081,150 | $36.1B | 1.80% | |
| 15 | RYAAYRYANAIR HOLDINGS PLC | 248,506 | $16.5B | 0.82% | |
| 16 | GOOGALPHABET INC | 936 | $1.3B | 0.07% | |
| 17 | CMCSACOMCAST CORP NEW | 31,094 | $1.2B | 0.06% | |
| 18 | DLTRDOLLAR TREE INC | 11,249 | $1.0B | 0.05% | |
| 19 | MCOMOODYS CORP | 3,129 | $860.0M | 0.04% | |
| 20 | BACBK OF AMERICA CORP | 14,532 | $345.0M | 0.02% | |
| 21 | MARMARRIOTT INTL INC NEW | 2,897 | $248.0M | 0.01% |