Brave Warrior Advisors, LLC Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$3.1T
Holdings
23
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ELVANTHEM INC | 1,365,785 | $633.1B | 20.17% | |
| 2 | —FIDELITY NATIONAL FINANCIAL | 8,639,966 | $450.8B | 14.37% | |
| 3 | PRIPRIMERICA INC | 1,929,120 | $295.7B | 9.42% | |
| 4 | VVVVALVOLINE INC | 7,495,661 | $279.5B | 8.91% | |
| 5 | —APOLLO GLOBAL MGMT INC | 3,346,129 | $242.4B | 7.72% | |
| 6 | —JPMORGAN CHASE & CO | 1,494,992 | $236.7B | 7.54% | |
| 7 | PGRPROGRESSIVE CORP | 2,242,456 | $230.2B | 7.34% | |
| 8 | RJFRAYMOND JAMES FINL INC | 2,232,515 | $224.1B | 7.14% | |
| 9 | BRK/BBERKSHIRE HATHAWAY INC DEL | 671,870 | $200.9B | 6.40% | |
| 10 | —HCA HEALTHCARE INC | 608,397 | $156.3B | 4.98% | |
| 11 | UNHUNITEDHEALTH GROUP INC | 221,661 | $111.3B | 3.55% | |
| 12 | —ATHENE HOLDING LTD | 546,330 | $45.5B | 1.45% | |
| 13 | AMANTERO MIDSTREAM CORP | 2,403,809 | $23.3B | 0.74% | |
| 14 | —ALPHABET INC | 565 | $1.6B | 0.05% | |
| 15 | CMCSACOMCAST CORP NEW | 31,094 | $1.6B | 0.05% | |
| 16 | MCOMOODYS CORP | 3,279 | $1.3B | 0.04% | |
| 17 | —ALPHABET INC | 345 | $998.0M | 0.03% | |
| 18 | AONAON PLC | 2,732 | $821.0M | 0.03% | |
| 19 | BACBK OF AMERICA CORP | 14,532 | $647.0M | 0.02% | |
| 20 | MARMARRIOTT INTL INC NEW | 3,244 | $536.0M | 0.02% | |
| 21 | —FIRST AMERN FINL CORP | 4,000 | $313.0M | 0.01% | |
| 22 | AMZNAMAZON COM INC | 70 | $233.0M | 0.01% | |
| 23 | MAMASTERCARD INCORPORATED | 569 | $204.0M | 0.01% |