Brave Warrior Advisors, LLC Q4 2020 Filing
Filed February 16, 2021
Portfolio Value
$2.7T
Holdings
22
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,395,538 | $323.6B | 11.90% | |
| 2 | AONAON PLC | 1,497,634 | $316.4B | 11.64% | |
| 3 | —JPMORGAN CHASE & CO | 2,228,522 | $283.2B | 10.41% | |
| 4 | —HCA HEALTHCARE INC | 1,622,176 | $266.8B | 9.81% | |
| 5 | ELVANTHEM INC | 771,135 | $247.6B | 9.11% | |
| 6 | PRIPRIMERICA INC | 1,670,010 | $223.7B | 8.23% | |
| 7 | RJFRAYMOND JAMES FINL INC | 2,059,701 | $197.1B | 7.25% | |
| 8 | PGRPROGRESSIVE CORP | 1,650,000 | $163.2B | 6.00% | |
| 9 | CACCCREDIT ACCEP CORP MICH | 455,362 | $157.6B | 5.80% | |
| 10 | SCHWSCHWAB CHARLES CORP | 2,318,997 | $123.0B | 4.52% | |
| 11 | —ALPHABET INC | 66,546 | $116.6B | 4.29% | |
| 12 | DLTRDOLLAR TREE INC | 975,021 | $105.3B | 3.87% | |
| 13 | METAFACEBOOK INC | 253,625 | $69.3B | 2.55% | |
| 14 | UNHUNITEDHEALTH GROUP INC | 163,114 | $57.2B | 2.10% | |
| 15 | AMANTERO MIDSTREAM CORP | 5,398,393 | $41.6B | 1.53% | |
| 16 | RYAAYRYANAIR HOLDINGS PLC | 204,975 | $22.5B | 0.83% | |
| 17 | CMCSACOMCAST CORP NEW | 31,094 | $1.6B | 0.06% | |
| 18 | MCOMOODYS CORP | 3,279 | $952.0M | 0.04% | |
| 19 | —ALPHABET INC | 524 | $918.0M | 0.03% | |
| 20 | BACBK OF AMERICA CORP | 14,532 | $440.0M | 0.02% | |
| 21 | MARMARRIOTT INTL INC NEW | 2,897 | $382.0M | 0.01% | |
| 22 | AMZNAMAZON COM INC | 69 | $225.0M | 0.01% |