Brave Warrior Advisors, LLC Q2 2021 Filing
Filed August 16, 2021
Portfolio Value
$2.9T
Holdings
24
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ELVANTHEM INC | 1,145,416 | $437.3B | 15.01% | |
| 2 | AONAON PLC | 1,250,429 | $298.6B | 10.25% | |
| 3 | —JPMORGAN CHASE & CO | 1,847,337 | $287.3B | 9.86% | |
| 4 | PRIPRIMERICA INC | 1,872,970 | $286.8B | 9.85% | |
| 5 | —FIDELITY NATIONAL FINANCIAL | 6,286,646 | $273.2B | 9.38% | |
| 6 | VVVVALVOLINE INC | 7,584,897 | $246.2B | 8.45% | |
| 7 | PGRPROGRESSIVE CORP | 2,347,931 | $230.6B | 7.92% | |
| 8 | RJFRAYMOND JAMES FINL INC | 1,626,779 | $211.3B | 7.25% | |
| 9 | BRK/BBERKSHIRE HATHAWAY INC DEL | 696,440 | $193.6B | 6.64% | |
| 10 | —HCA HEALTHCARE INC | 782,236 | $161.7B | 5.55% | |
| 11 | UNHUNITEDHEALTH GROUP INC | 242,019 | $96.9B | 3.33% | |
| 12 | DLTRDOLLAR TREE INC | 949,378 | $94.5B | 3.24% | |
| 13 | SCHWSCHWAB CHARLES CORP | 721,293 | $52.5B | 1.80% | |
| 14 | AMANTERO MIDSTREAM CORP | 3,348,311 | $34.8B | 1.19% | |
| 15 | CMCSACOMCAST CORP NEW | 31,094 | $1.8B | 0.06% | |
| 16 | —ALPHABET INC | 564 | $1.4B | 0.05% | |
| 17 | MCOMOODYS CORP | 3,279 | $1.2B | 0.04% | |
| 18 | —ALPHABET INC | 345 | $865.0M | 0.03% | |
| 19 | BACBK OF AMERICA CORP | 14,532 | $599.0M | 0.02% | |
| 20 | MARMARRIOTT INTL INC NEW | 3,223 | $440.0M | 0.02% | |
| 21 | METAFACEBOOK INC | 1,246 | $433.0M | 0.01% | |
| 22 | —SQUARESPACE INC | 6,000 | $356.0M | 0.01% | |
| 23 | AMZNAMAZON COM INC | 69 | $237.0M | 0.01% | |
| 24 | MAMASTERCARD INCORPORATED | 558 | $204.0M | 0.01% |