Brave Warrior Advisors, LLC Q3 2020 Filing
Filed November 16, 2020
Portfolio Value
$2.2T
Holdings
23
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,452,624 | $309.3B | 13.81% | |
| 2 | AONAON PLC | 1,323,535 | $273.0B | 12.19% | |
| 3 | —JPMORGAN CHASE & CO | 2,245,142 | $216.1B | 9.65% | |
| 4 | ELVANTHEM INC | 763,927 | $205.2B | 9.16% | |
| 5 | —HCA HEALTHCARE INC | 1,637,772 | $204.2B | 9.11% | |
| 6 | PRIPRIMERICA INC | 1,672,920 | $189.3B | 8.45% | |
| 7 | PGRPROGRESSIVE CORP | 1,655,588 | $156.7B | 7.00% | |
| 8 | RJFRAYMOND JAMES FINL INC | 2,098,460 | $152.7B | 6.81% | |
| 9 | —ALPHABET INC | 78,730 | $115.4B | 5.15% | |
| 10 | SCHWSCHWAB CHARLES CORP | 2,560,691 | $92.8B | 4.14% | |
| 11 | DLTRDOLLAR TREE INC | 1,002,275 | $91.5B | 4.09% | |
| 12 | METAFACEBOOK INC | 259,985 | $68.1B | 3.04% | |
| 13 | UNHUNITEDHEALTH GROUP INC | 159,901 | $49.9B | 2.23% | |
| 14 | CACCCREDIT ACCEP CORP MICH | 141,794 | $48.0B | 2.14% | |
| 15 | AMANTERO MIDSTREAM CORP | 8,464,881 | $45.5B | 2.03% | |
| 16 | RYAAYRYANAIR HOLDINGS PLC | 226,506 | $18.5B | 0.83% | |
| 17 | CMCSACOMCAST CORP NEW | 31,094 | $1.4B | 0.06% | |
| 18 | MCOMOODYS CORP | 3,129 | $907.0M | 0.04% | |
| 19 | —ALPHABET INC | 524 | $770.0M | 0.03% | |
| 20 | BACBK OF AMERICA CORP | 14,532 | $350.0M | 0.02% | |
| 21 | —CDK GLOBAL INC | 7,847 | $342.0M | 0.02% | |
| 22 | MARMARRIOTT INTL INC NEW | 2,897 | $268.0M | 0.01% | |
| 23 | AMZNAMAZON COM INC | 69 | $217.0M | 0.01% |