Brave Warrior Advisors Q3 2019

Brave Warrior Advisors holdings Q3 2019
Name ValueChangeSharesChangeWeightingChange
ALPHABET INCcap stk cl a$358,593
11.96%
293,654
-0.72%
19.14%
12.34%
BERKSHIRE HATHAWAY INC DELcl b new$312,833
16.52%
1,503,862
19.41%
16.69%
16.92%
JPMORGAN CHASE & CO$238,523
4.64%
2,026,704
-0.60%
12.73%
5.00%
RAYMOND JAMES FINANCIAL INC$212,339
3.24%
2,575,057
5.86%
11.33%
3.59%
ANTHEM INCNew $153,279638,3978.18%
THE CHARLES SCHWAB CORPORATI$141,383
3.32%
3,379,941
-0.73%
7.54%
3.67%
LENNAR CORPcl a$140,448
-14.11%
2,514,744
-25.48%
7.49%
-13.82%
PRIMERICA INC$111,746
22.84%
878,303
15.81%
5.96%
23.26%
CITIGROUP INC$94,828
-2.46%
1,372,732
-1.12%
5.06%
-2.13%
D R HORTON INC$66,526
21.73%
1,262,110
-0.39%
3.55%
22.15%
ANTERO RES CORP$34,604
-46.75%
11,458,184
-2.50%
1.85%
-46.57%
ANTERO MIDSTREAM CORP$3,452
-54.89%
466,459
-30.15%
0.18%
-54.74%
MOODYS CORP$1,408
4.84%
6,8750.00%0.08%
5.20%
COMCAST CORP NEWcl a$1,402
6.62%
31,0940.00%0.07%
6.98%
ALPHABET INCcap stk cl c$1,341
12.78%
1,1000.00%0.07%
13.17%
LENNAR CORPcl b$822
12.76%
18,520
-2.11%
0.04%
13.14%
BANK AMER CORP$424
0.71%
14,546
0.10%
0.02%
1.05%
FRONTDOOR INCSold $0-41,368-0.10%
FACEBOOK INCcl aSold $0-577,756-5.93%
LIBERTY GLOBAL PLCSold $0-4,665,619-6.58%
Portfolio Information
QuarterQ3 2019
Total value$1,873,951,000
Holdings17
Managers
Glenn Greenberg
Quarters
2019-12-31
$1,891,858
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