Brave Warrior Advisors, LLC Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$4005.7T
Holdings
34
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (34 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ELVELEVANCE HEALTH INC | 1,627,598 | $708.7T | 17.69% | |
| 2 | APOAPOLLO GLOBAL MGMT INC | 6,790,296 | $609.5T | 15.22% | |
| 3 | PRIPRIMERICA INC | 2,116,006 | $410.5T | 10.25% | |
| 4 | FNFFIDELITY NATIONAL FINANCIAL | 9,496,172 | $392.2T | 9.79% | |
| 5 | LADLITHIA MTRS INC | 882,908 | $260.7T | 6.51% | |
| 6 | JPMJPMORGAN CHASE & CO | 1,663,540 | $241.2T | 6.02% | |
| 7 | RJFRAYMOND JAMES FINL INC | 2,140,707 | $215.0T | 5.37% | |
| 8 | OMFONEMAIN HLDGS INC | 5,298,634 | $212.4T | 5.30% | |
| 9 | DFSEURDISCOVER FINL SVCS | 2,381,258 | $206.3T | 5.15% | |
| 10 | FGF&G ANNUITIES & LIFE INC | 6,689,916 | $187.7T | 4.69% | |
| 11 | URIUNITED RENTALS INC | 418,615 | $186.1T | 4.65% | |
| 12 | DHID R HORTON INC | 1,209,787 | $130.0T | 3.25% | |
| 13 | LENLENNAR CORP | 1,013,938 | $113.8T | 2.84% | |
| 14 | AWGASBURY AUTOMOTIVE GROUP INC | 275,266 | $63.3T | 1.58% | |
| 15 | AMANTERO MIDSTREAM CORP | 2,233,155 | $26.8T | 0.67% | |
| 16 | ANAUTONATION INC | 119,707 | $18.1T | 0.45% | |
| 17 | LPXLOUISIANA PAC CORP | 231,070 | $12.8T | 0.32% | |
| 18 | GOOGLALPHABET INC | 21,838 | $2.9T | 0.07% | |
| 19 | CMCSACOMCAST CORP NEW | 31,094 | $1.4T | 0.03% | |
| 20 | MCOMOODYS CORP | 3,150 | $995.9B | 0.02% | |
| 21 | GOOGALPHABET INC | 6,900 | $909.8B | 0.02% | |
| 22 | BCBRUNSWICK CORP | 6,828 | $539.4B | 0.01% | |
| 23 | MPLXMPLX LP | 12,000 | $426.8B | 0.01% | |
| 24 | BACBANK AMERICA CORP | 14,532 | $397.9B | 0.01% | |
| 25 | MSFTMICROSOFT CORP | 1,225 | $386.8B | 0.01% | |
| 26 | UNHUNITEDHEALTH GROUP INC | 710 | $358.0B | 0.01% | |
| 27 | AMZNAMAZON COM INC | 2,700 | $343.2B | 0.01% | |
| 28 | FAFFIRST AMERN FINL CORP | 6,000 | $338.9B | 0.01% | |
| 29 | HCAHCA HEALTHCARE INC | 1,373 | $337.7B | 0.01% | |
| 30 | EPDENTERPRISE PRODS PARTNERS L | 10,000 | $273.7B | 0.01% | |
| 31 | PGRPROGRESSIVE CORP | 1,746 | $243.2B | 0.01% | |
| 32 | MARMARRIOTT INTL INC NEW | 1,194 | $234.7B | 0.01% | |
| 33 | ICLRICON PLC | 950 | $233.9B | 0.01% | |
| 34 | WFCWELLS FARGO CO NEW | 5,250 | $214.5B | 0.01% |