13F HOLDINGS REPORT
Brave Warrior Advisors, LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001172661-25-001122
Total Value
$4.02B
Positions
30
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ELEVANCE HEALTH INC | ELV | 1,629,977 | $601.3M | 14.96% |
| 2 | TD SYNNEX CORPORATION | SNX | 4,147,172 | $486.4M | 12.10% |
| 3 | DISCOVER FINL SVCS | 254709108 | 2,523,965 | $437.2M | 10.88% |
| 4 | ONEMAIN HLDGS INC | OMF | 7,437,670 | $387.7M | 9.65% |
| 5 | FIDELITY NATIONAL FINANCIAL | FNF | 5,973,131 | $335.3M | 8.34% |
| 6 | AUTONATION INC | AN | 1,461,213 | $248.2M | 6.17% |
| 7 | RYANAIR HOLDINGS PLC | RYAOF | 5,604,258 | $244.3M | 6.08% |
| 8 | LENNAR CORP | LEN-B | 1,774,390 | $242.0M | 6.02% |
| 9 | PRIMERICA INC | PRI | 853,864 | $231.8M | 5.77% |
| 10 | F&G ANNUITIES & LIFE INC | FGSN | 5,400,441 | $223.8M | 5.57% |
| 11 | LITHIA MTRS INC | 536797103 | 612,566 | $218.9M | 5.45% |
| 12 | MPLX LP | MPLXP | 4,418,154 | $211.5M | 5.26% |
| 13 | D R HORTON INC | 23331A109 | 781,527 | $109.3M | 2.72% |
| 14 | ANTERO MIDSTREAM CORP | AM | 1,932,840 | $29.2M | 0.73% |
| 15 | ALPHABET INC | GOOG | 21,858 | $4.1M | 0.10% |
| 16 | JPMORGAN CHASE & CO. | VYLD | 5,643 | $1.4M | 0.03% |
| 17 | COMCAST CORP NEW | CCZ | 31,094 | $1.2M | 0.03% |
| 18 | HCA HEALTHCARE INC | HCA | 3,373 | $1.0M | 0.03% |
| 19 | ALPHABET INC | GOOG | 3,790 | $721,768 | 0.02% |
| 20 | BANK AMERICA CORP | 060505104 | 14,532 | $638,681 | 0.02% |
| 21 | ICON PLC | ICLR | 3,000 | $629,130 | 0.02% |
| 22 | MICROSOFT CORP | MSFT | 1,275 | $537,412 | 0.01% |
| 23 | PROGRESSIVE CORP | 743315103 | 1,746 | $418,359 | 0.01% |
| 24 | ALLY FINL INC | 02005N100 | 10,000 | $360,100 | 0.01% |
| 25 | MARRIOTT INTL INC NEW | 571903202 | 1,194 | $333,054 | 0.01% |
| 26 | AMAZON COM INC | AMZN | 1,400 | $307,146 | 0.01% |
| 27 | CAPITAL ONE FINL CORP | 14040H105 | 1,500 | $267,480 | 0.01% |
| 28 | UNITEDHEALTH GROUP INC | UNH | 499 | $252,424 | 0.01% |
| 29 | MOODYS CORP | MCO | 471 | $222,957 | 0.01% |
| 30 | MASTERCARD INCORPORATED | MA | 422 | $222,213 | 0.01% |