13F HOLDINGS REPORT
Brave Warrior Advisors, LLC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001172661-24-002488
Total Value
$4.78B
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ELEVANCE HEALTH INC | ELV | 1,645,837 | $853.4M | 17.85% |
| 2 | PRIMERICA INC | PRI | 2,015,052 | $509.7M | 10.66% |
| 3 | FIDELITY NATIONAL FINANCIAL | FNF | 9,076,731 | $482.0M | 10.08% |
| 4 | DISCOVER FINL SVCS | 254709108 | 3,310,077 | $433.9M | 9.08% |
| 5 | APOLLO GLOBAL MGMT INC | 03769M106 | 3,804,384 | $427.8M | 8.95% |
| 6 | TD SYNNEX CORPORATION | SNX | 3,061,083 | $346.2M | 7.24% |
| 7 | ONEMAIN HLDGS INC | OMF | 6,672,264 | $340.9M | 7.13% |
| 8 | JPMORGAN CHASE & CO | VYLD | 1,298,628 | $260.1M | 5.44% |
| 9 | F&G ANNUITIES & LIFE INC | FGSN | 6,087,883 | $246.9M | 5.16% |
| 10 | LITHIA MTRS INC | 536797103 | 767,501 | $230.9M | 4.83% |
| 11 | LENNAR CORP | LEN-B | 1,014,441 | $174.5M | 3.65% |
| 12 | AUTONATION INC | AN | 937,763 | $155.3M | 3.25% |
| 13 | D R HORTON INC | 23331A109 | 810,136 | $133.3M | 2.79% |
| 14 | MPLX LP | MPLXP | 3,025,609 | $125.7M | 2.63% |
| 15 | ANTERO MIDSTREAM CORP | AM | 2,149,129 | $30.2M | 0.63% |
| 16 | LOUISIANA PAC CORP | LPX | 224,598 | $18.8M | 0.39% |
| 17 | ALPHABET INC | GOOG | 21,858 | $3.3M | 0.07% |
| 18 | COMCAST CORP NEW | CCZ | 31,094 | $1.3M | 0.03% |
| 19 | HCA HEALTHCARE INC | HCA | 3,873 | $1.3M | 0.03% |
| 20 | RYANAIR HOLDINGS PLC | RYAOF | 6,526 | $950,120 | 0.02% |
| 21 | BANK AMERICA CORP | 060505104 | 22,532 | $854,413 | 0.02% |
| 22 | ALPHABET INC | GOOG | 3,790 | $577,065 | 0.01% |
| 23 | AMAZON COM INC | AMZN | 2,700 | $487,026 | 0.01% |
| 24 | PROGRESSIVE CORP | 743315103 | 1,746 | $361,108 | 0.01% |
| 25 | WELLS FARGO CO NEW | 949746101 | 5,250 | $304,290 | 0.01% |
| 26 | UNITEDHEALTH GROUP INC | UNH | 610 | $301,767 | 0.01% |
| 27 | MARRIOTT INTL INC NEW | 571903202 | 1,194 | $301,258 | 0.01% |
| 28 | MICROSOFT CORP | MSFT | 525 | $220,878 | 0.00% |
| 29 | MASTERCARD INCORPORATED | MA | 422 | $203,223 | 0.00% |