Brave Warrior Advisors Q2 2019

Brave Warrior Advisors holdings Q2 2019
Name ValueChangeSharesChangeWeightingChange
ALPHABET INCcap stk cl a$320,273
-13.52%
295,782
-6.01%
17.03%
-8.47%
BERKSHIRE HATHAWAY INC DELcl b newNew $268,4711,259,42414.28%
JPMORGAN CHASE & CO$227,943
8.85%
2,038,845
-1.44%
12.12%
15.21%
RAYMOND JAMES FINANCIAL INC$205,674
4.01%
2,432,568
-1.09%
10.94%
10.08%
LENNAR CORPcl a$163,528
-8.41%
3,374,497
-7.22%
8.70%
-3.06%
THE CHARLES SCHWAB CORPORATI$136,842
-7.45%
3,404,870
-1.54%
7.28%
-2.05%
LIBERTY GLOBAL PLC$123,779
-3.35%
4,665,619
-11.80%
6.58%
2.30%
FACEBOOK INCcl a$111,507
-20.19%
577,756
-31.07%
5.93%
-15.53%
CITIGROUP INC$97,224
10.29%
1,388,318
-2.01%
5.17%
16.73%
PRIMERICA INC$90,968
-40.84%
758,386
-39.75%
4.84%
-37.38%
ANTERO RES CORP$64,989
-38.36%
11,752,158
-1.58%
3.46%
-34.76%
D R HORTON INC$54,649
2.94%
1,267,087
-1.23%
2.91%
8.96%
ANTERO MIDSTREAM CORP$7,653
-11.31%
667,759
6.64%
0.41%
-6.13%
FRONTDOOR INC$1,802
26.54%
41,3680.00%0.10%
33.93%
MOODYS CORP$1,343
7.87%
6,8750.00%0.07%
14.17%
COMCAST CORP NEWcl a$1,315
5.79%
31,0940.00%0.07%
11.97%
ALPHABET INCcap stk cl c$1,189
-9.99%
1,100
-2.31%
0.06%
-4.74%
LENNAR CORPcl b$729
0.69%
18,920
2.25%
0.04%
6.57%
BANK AMER CORP$421
4.99%
14,5320.00%0.02%
11.12%
ALLIANCE DATA SYSTEMS CORPSold $0-1,126,962-9.91%
LIBERTY GLOBAL PLCSold $0-232,019-0.29%
Portfolio Information
QuarterQ2 2019
Total value$1,880,299,000
Holdings19
Managers
Glenn Greenberg
Quarters
2019-09-30
$1,873,951
2019-06-30
$1,880,299
2019-03-31
$1,990,097
2018-12-31
$1,966,084
2018-09-30
$2,347,995
2018-06-30
$2,442,428
2018-03-31
$2,275,510
2017-12-31
$2,345,859
2017-09-30
$2,066,207
2017-06-30
$2,262,888
2017-03-31
$2,094,386
2016-12-31
$2,096,704
2016-09-30
$2,067,345
2016-06-30
$1,787,685
2016-03-31
$2,050,346
2015-12-31
$2,520,033
2015-09-30
$3,146,884
2015-06-30
$3,463,488
2015-03-31
$3,275,553
2014-12-31
$2,872,078
2014-09-30
$2,698,498
2014-06-30
$2,479,436
2014-03-31
$2,474,053
2013-12-31
$2,442,728
2013-09-30
$2,228,779
2013-06-30
$2,159,708
SEC Filings