13F HOLDINGS REPORT
Brave Warrior Advisors, LLC
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001172661-24-003514
Total Value
$4.51B
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ELEVANCE HEALTH INC | ELV | 1,633,127 | $884.9M | 19.61% |
| 2 | DISCOVER FINL SVCS | 254709108 | 3,460,972 | $452.7M | 10.03% |
| 3 | PRIMERICA INC | PRI | 1,890,013 | $447.1M | 9.91% |
| 4 | APOLLO GLOBAL MGMT INC | 03769M106 | 3,779,701 | $446.3M | 9.89% |
| 5 | TD SYNNEX CORPORATION | SNX | 3,322,046 | $383.4M | 8.50% |
| 6 | FIDELITY NATIONAL FINANCIAL | FNF | 7,367,533 | $364.1M | 8.07% |
| 7 | ONEMAIN HLDGS INC | OMF | 7,270,177 | $352.5M | 7.81% |
| 8 | LENNAR CORP | LEN-B | 1,585,312 | $237.6M | 5.27% |
| 9 | F&G ANNUITIES & LIFE INC | FGSN | 6,049,364 | $230.2M | 5.10% |
| 10 | LITHIA MTRS INC | 536797103 | 855,172 | $215.9M | 4.78% |
| 11 | MPLX LP | MPLXP | 4,235,478 | $180.4M | 4.00% |
| 12 | AUTONATION INC | AN | 979,235 | $156.1M | 3.46% |
| 13 | D R HORTON INC | 23331A109 | 805,923 | $113.6M | 2.52% |
| 14 | ANTERO MIDSTREAM CORP | AM | 2,090,289 | $30.8M | 0.68% |
| 15 | RYANAIR HOLDINGS PLC | RYAOF | 49,640 | $5.8M | 0.13% |
| 16 | ALPHABET INC | GOOG | 21,858 | $4.0M | 0.09% |
| 17 | HCA HEALTHCARE INC | HCA | 3,873 | $1.2M | 0.03% |
| 18 | COMCAST CORP NEW | CCZ | 31,094 | $1.2M | 0.03% |
| 19 | JPMORGAN CHASE & CO. | VYLD | 5,643 | $1.1M | 0.03% |
| 20 | BANK AMERICA CORP | 060505104 | 22,532 | $896,098 | 0.02% |
| 21 | ALPHABET INC | GOOG | 3,790 | $695,162 | 0.02% |
| 22 | AMAZON COM INC | AMZN | 2,200 | $425,150 | 0.01% |
| 23 | PROGRESSIVE CORP | 743315103 | 1,746 | $362,662 | 0.01% |
| 24 | UNITEDHEALTH GROUP INC | UNH | 610 | $310,649 | 0.01% |
| 25 | MARRIOTT INTL INC NEW | 571903202 | 1,194 | $288,673 | 0.01% |
| 26 | MICROSOFT CORP | MSFT | 525 | $234,649 | 0.01% |
| 27 | APPLIED MATLS INC | 038222105 | 961 | $226,786 | 0.01% |