Brave Warrior Advisors, LLC Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$4.5B
Holdings
27
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ELVELEVANCE HEALTH INC | 1,633,127 | $884.9T | 19611104.76% | |
| 2 | DFSEURDISCOVER FINL SVCS | 3,460,972 | $452.7T | 10033074.55% | |
| 3 | PRIPRIMERICA INC | 1,890,013 | $447.1T | 9909182.51% | |
| 4 | APOAPOLLO GLOBAL MGMT INC | 3,779,701 | $446.3T | 9889902.65% | |
| 5 | SUXTD SYNNEX CORPORATION | 3,322,046 | $383.4T | 8495842.61% | |
| 6 | FNFFIDELITY NATIONAL FINANCIAL | 7,367,533 | $364.1T | 8069002.30% | |
| 7 | OMFONEMAIN HLDGS INC | 7,270,177 | $352.5T | 7812538.61% | |
| 8 | LENLENNAR CORP | 1,585,312 | $237.6T | 5265316.25% | |
| 9 | FGF&G ANNUITIES & LIFE INC | 6,049,364 | $230.2T | 5101047.72% | |
| 10 | LADLITHIA MTRS INC | 855,172 | $215.9T | 4784360.05% | |
| 11 | MPLXMPLX LP | 4,235,478 | $180.4T | 3997652.85% | |
| 12 | ANAUTONATION INC | 979,235 | $156.1T | 3458722.81% | |
| 13 | DHID R HORTON INC | 805,923 | $113.6T | 2517050.96% | |
| 14 | AMANTERO MIDSTREAM CORP | 2,090,289 | $30.8T | 682808.36% | |
| 15 | RYAAYRYANAIR HOLDINGS PLC | 49,640 | $5.8T | 128094.06% | |
| 16 | GOOGLALPHABET INC | 21,858 | $4.0T | 88233.73% | |
| 17 | HCAHCA HEALTHCARE INC | 3,873 | $1.2T | 27575.67% | |
| 18 | CMCSACOMCAST CORP NEW | 31,094 | $1.2T | 26984.49% | |
| 19 | JPMJPMORGAN CHASE & CO. | 5,643 | $1.1T | 25293.85% | |
| 20 | BACBANK AMERICA CORP | 22,532 | $896.1B | 19858.69% | |
| 21 | GOOGALPHABET INC | 3,790 | $695.2B | 15405.69% | |
| 22 | AMZNAMAZON COM INC | 2,200 | $425.1B | 9421.87% | |
| 23 | PGRPROGRESSIVE CORP | 1,746 | $362.7B | 8037.06% | |
| 24 | UNHUNITEDHEALTH GROUP INC | 610 | $310.6B | 6884.38% | |
| 25 | MARMARRIOTT INTL INC NEW | 1,194 | $288.7B | 6397.37% | |
| 26 | MSFTMICROSOFT CORP | 525 | $234.6B | 5200.12% | |
| 27 | AMATAPPLIED MATLS INC | 961 | $226.8B | 5025.87% |