Brave Warrior Advisors, LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$4.0T
Holdings
30
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ELVELEVANCE HEALTH INC | 1,629,977 | $601.3B | 14.96% | |
| 2 | SUXTD SYNNEX CORPORATION | 4,147,172 | $486.4B | 12.10% | |
| 3 | DFSEURDISCOVER FINL SVCS | 2,523,965 | $437.2B | 10.88% | |
| 4 | OMFONEMAIN HLDGS INC | 7,437,670 | $387.7B | 9.65% | |
| 5 | FNFFIDELITY NATIONAL FINANCIAL | 5,973,131 | $335.3B | 8.34% | |
| 6 | ANAUTONATION INC | 1,461,213 | $248.2B | 6.17% | |
| 7 | RYAAYRYANAIR HOLDINGS PLC | 5,604,258 | $244.3B | 6.08% | |
| 8 | LENLENNAR CORP | 1,774,390 | $242.0B | 6.02% | |
| 9 | PRIPRIMERICA INC | 853,864 | $231.8B | 5.77% | |
| 10 | FGF&G ANNUITIES & LIFE INC | 5,400,441 | $223.8B | 5.57% | |
| 11 | LADLITHIA MTRS INC | 612,566 | $218.9B | 5.45% | |
| 12 | MPLXMPLX LP | 4,418,154 | $211.5B | 5.26% | |
| 13 | DHID R HORTON INC | 781,527 | $109.3B | 2.72% | |
| 14 | AMANTERO MIDSTREAM CORP | 1,932,840 | $29.2B | 0.73% | |
| 15 | GOOGLALPHABET INC | 21,858 | $4.1B | 0.10% | |
| 16 | JPMJPMORGAN CHASE & CO. | 5,643 | $1.4B | 0.03% | |
| 17 | CMCSACOMCAST CORP NEW | 31,094 | $1.2B | 0.03% | |
| 18 | HCAHCA HEALTHCARE INC | 3,373 | $1.0B | 0.03% | |
| 19 | GOOGALPHABET INC | 3,790 | $721.8M | 0.02% | |
| 20 | BACBANK AMERICA CORP | 14,532 | $638.7M | 0.02% | |
| 21 | ICLRICON PLC | 3,000 | $629.1M | 0.02% | |
| 22 | MSFTMICROSOFT CORP | 1,275 | $537.4M | 0.01% | |
| 23 | PGRPROGRESSIVE CORP | 1,746 | $418.4M | 0.01% | |
| 24 | ALLYALLY FINL INC | 10,000 | $360.1M | 0.01% | |
| 25 | MARMARRIOTT INTL INC NEW | 1,194 | $333.1M | 0.01% | |
| 26 | AMZNAMAZON COM INC | 1,400 | $307.1M | 0.01% | |
| 27 | COFCAPITAL ONE FINL CORP | 1,500 | $267.5M | 0.01% | |
| 28 | UNHUNITEDHEALTH GROUP INC | 499 | $252.4M | 0.01% | |
| 29 | MCOMOODYS CORP | 471 | $223.0M | 0.01% | |
| 30 | MAMASTERCARD INCORPORATED | 422 | $222.2M | 0.01% |