13F HOLDINGS REPORT
Brave Warrior Advisors, LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001172661-24-005173
Total Value
$4.82B
Positions
32
Other Managers
0
Confidential Omitted
No
Holdings (32)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ELEVANCE HEALTH INC | ELV | 1,641,413 | $853.5M | 17.71% |
| 2 | DISCOVER FINL SVCS | 254709108 | 3,454,706 | $484.7M | 10.06% |
| 3 | TD SYNNEX CORPORATION | SNX | 3,695,615 | $443.8M | 9.21% |
| 4 | PRIMERICA INC | PRI | 1,460,171 | $387.2M | 8.03% |
| 5 | FIDELITY NATIONAL FINANCIAL | FNF | 6,010,352 | $373.0M | 7.74% |
| 6 | ONEMAIN HLDGS INC | OMF | 7,402,222 | $348.4M | 7.23% |
| 7 | LENNAR CORP | LEN-B | 1,780,852 | $333.9M | 6.93% |
| 8 | APOLLO GLOBAL MGMT INC | 03769M106 | 2,277,466 | $284.5M | 5.90% |
| 9 | LITHIA MTRS INC | 536797103 | 854,551 | $271.4M | 5.63% |
| 10 | F&G ANNUITIES & LIFE INC | FGSN | 5,456,170 | $244.0M | 5.06% |
| 11 | RYANAIR HOLDINGS PLC | RYAOF | 5,104,019 | $230.6M | 4.78% |
| 12 | MPLX LP | MPLXP | 4,432,966 | $197.1M | 4.09% |
| 13 | AUTONATION INC | AN | 972,309 | $174.0M | 3.61% |
| 14 | D R HORTON INC | 23331A109 | 803,061 | $153.2M | 3.18% |
| 15 | ANTERO MIDSTREAM CORP | AM | 1,898,932 | $28.6M | 0.59% |
| 16 | ALPHABET INC | GOOG | 21,858 | $3.6M | 0.08% |
| 17 | HCA HEALTHCARE INC | HCA | 3,373 | $1.4M | 0.03% |
| 18 | COMCAST CORP NEW | CCZ | 31,094 | $1.3M | 0.03% |
| 19 | JPMORGAN CHASE & CO. | VYLD | 5,643 | $1.2M | 0.02% |
| 20 | BANK AMERICA CORP | 060505104 | 22,532 | $894,070 | 0.02% |
| 21 | ALPHABET INC | GOOG | 3,790 | $633,650 | 0.01% |
| 22 | DOLLAR TREE INC | DLTR | 7,126 | $501,100 | 0.01% |
| 23 | PROGRESSIVE CORP | 743315103 | 1,746 | $443,065 | 0.01% |
| 24 | ALLY FINL INC | 02005N100 | 10,000 | $355,900 | 0.01% |
| 25 | MARRIOTT INTL INC NEW | 571903202 | 1,194 | $296,828 | 0.01% |
| 26 | UNITEDHEALTH GROUP INC | UNH | 499 | $291,755 | 0.01% |
| 27 | AMAZON COM INC | AMZN | 1,400 | $260,862 | 0.01% |
| 28 | MICROSOFT CORP | MSFT | 525 | $225,907 | 0.00% |
| 29 | MOODYS CORP | MCO | 471 | $223,532 | 0.00% |
| 30 | TEXAS INSTRS INC | 882508104 | 1,010 | $208,636 | 0.00% |
| 31 | MASTERCARD INCORPORATED | MA | 422 | $208,384 | 0.00% |
| 32 | S&P GLOBAL INC | SPGI | 401 | $207,165 | 0.00% |