Brave Warrior Advisors, LLC Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$3.8T
Holdings
32
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (32 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APOAPOLLO GLOBAL MGMT INC | 7,874,383 | $604.8B | 15.98% | |
| 2 | ELVELEVANCE HEALTH INC | 1,321,272 | $587.0B | 15.51% | |
| 3 | PRIPRIMERICA INC | 2,144,014 | $424.0B | 11.20% | |
| 4 | LADLITHIA MTRS INC | 1,147,259 | $348.9B | 9.22% | |
| 5 | FNFFIDELITY NATIONAL FINANCIAL | 9,088,063 | $327.2B | 8.65% | |
| 6 | JPMJPMORGAN CHASE & CO | 1,687,718 | $245.5B | 6.49% | |
| 7 | OMFONEMAIN HLDGS INC | 5,351,633 | $233.8B | 6.18% | |
| 8 | URIUNITED RENTALS INC | 523,827 | $233.3B | 6.16% | |
| 9 | RJFRAYMOND JAMES FINL INC | 2,164,307 | $224.6B | 5.93% | |
| 10 | DHID R HORTON INC | 1,423,724 | $173.3B | 4.58% | |
| 11 | FGF&G ANNUITIES & LIFE INC | 6,794,158 | $168.4B | 4.45% | |
| 12 | LENLENNAR CORP | 723,116 | $90.6B | 2.39% | |
| 13 | AWGASBURY AUTOMOTIVE GROUP INC | 276,566 | $66.5B | 1.76% | |
| 14 | AMANTERO MIDSTREAM CORP | 2,252,402 | $26.1B | 0.69% | |
| 15 | ANAUTONATION INC | 121,178 | $19.9B | 0.53% | |
| 16 | GOOGLALPHABET INC | 21,838 | $2.6B | 0.07% | |
| 17 | CMCSACOMCAST CORP NEW | 31,094 | $1.3B | 0.03% | |
| 18 | MCOMOODYS CORP | 3,150 | $1.1B | 0.03% | |
| 19 | GOOGALPHABET INC | 6,900 | $834.7M | 0.02% | |
| 20 | BCBRUNSWICK CORP | 6,828 | $591.6M | 0.02% | |
| 21 | UNHUNITEDHEALTH GROUP INC | 1,106 | $531.6M | 0.01% | |
| 22 | MSFTMICROSOFT CORP | 1,225 | $417.2M | 0.01% | |
| 23 | BACBANK AMERICA CORP | 14,532 | $416.9M | 0.01% | |
| 24 | HCAHCA HEALTHCARE INC | 1,373 | $416.7M | 0.01% | |
| 25 | MPLXMPLX LP | 12,000 | $407.3M | 0.01% | |
| 26 | FAFFIRST AMERN FINL CORP | 6,400 | $364.9M | 0.01% | |
| 27 | AMZNAMAZON COM INC | 2,700 | $352.0M | 0.01% | |
| 28 | CMACOMERICA INC | 7,500 | $317.7M | 0.01% | |
| 29 | ICLRICON PLC | 950 | $237.7M | 0.01% | |
| 30 | PGRPROGRESSIVE CORP | 1,746 | $231.1M | 0.01% | |
| 31 | WFCWELLS FARGO CO NEW | 5,250 | $224.1M | 0.01% | |
| 32 | MARMARRIOTT INTL INC NEW | 1,194 | $219.3M | 0.01% |