Brave Warrior Advisors, LLC Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$1.9T
Holdings
19
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,473,687 | $333.8B | 17.64% | |
| 2 | —ALPHABET INC | 233,391 | $312.6B | 16.52% | |
| 3 | —JPMORGAN CHASE & CO | 1,840,008 | $256.5B | 13.56% | |
| 4 | RJFRAYMOND JAMES FINANCIAL INC | 2,396,170 | $214.4B | 11.33% | |
| 5 | ELVANTHEM INC | 627,652 | $189.6B | 10.02% | |
| 6 | LENLENNAR CORP | 2,369,627 | $132.2B | 6.99% | |
| 7 | PGRPROGRESSIVE CORP OHIO | 1,724,376 | $124.8B | 6.60% | |
| 8 | PRIPRIMERICA INC | 714,118 | $93.2B | 4.93% | |
| 9 | SCHWTHE CHARLES SCHWAB CORPORATI | 1,858,698 | $88.4B | 4.67% | |
| 10 | —D R HORTON INC | 1,143,906 | $60.3B | 3.19% | |
| 11 | UNHUNITEDHEALTH GROUP INC | 159,089 | $46.8B | 2.47% | |
| 12 | ARANTERO RES CORP | 7,116,543 | $20.3B | 1.07% | |
| 13 | AMANTERO MIDSTREAM CORP | 1,713,314 | $13.0B | 0.69% | |
| 14 | —ALPHABET INC | 1,100 | $1.5B | 0.08% | |
| 15 | CMCSACOMCAST CORP NEW | 31,094 | $1.4B | 0.07% | |
| 16 | MCOMOODYS CORP | 5,347 | $1.3B | 0.07% | |
| 17 | DLTRDOLLAR TREE INC | 7,799 | $733.0M | 0.04% | |
| 18 | LENLENNAR CORP | 13,308 | $595.0M | 0.03% | |
| 19 | BACBANK AMER CORP | 14,532 | $512.0M | 0.03% |