Brave Warrior Advisors Q1 2020

Brave Warrior Advisors holdings Q1 2020
Name ValueChangeSharesChangeWeightingChange
BERKSHIRE HATHAWAY INC DELcl b new$318,986
-4.44%
1,744,715
18.39%
18.36%
4.08%
ALPHABET INCcap stk cl a$204,945
-34.44%
176,380
-24.43%
11.80%
-28.59%
ANTHEM INC$198,766
4.85%
875,467
39.48%
11.44%
14.20%
JPMORGAN CHASE & CO$171,889
-32.99%
1,909,245
3.76%
9.90%
-27.01%
RAYMOND JAMES FINANCIAL INC$140,984
-34.23%
2,230,758
-6.90%
8.12%
-28.37%
PRIMERICA INC$129,852
39.27%
1,467,585
105.51%
7.48%
51.69%
PROGRESSIVE CORP OHIO$126,930
1.68%
1,718,989
-0.31%
7.31%
10.75%
HCA HEALTHCARE INCNew $124,1681,381,9437.15%
UNITEDHEALTH GROUP INC$65,612
40.29%
263,100
65.38%
3.78%
52.79%
LENNAR CORPcl a$64,079
-51.53%
1,677,451
-29.21%
3.69%
-47.21%
SCHWAB CHARLES CORP$63,273
-28.42%
1,881,990
1.25%
3.64%
-22.04%
D R HORTON INC$55,605
-7.85%
1,635,442
42.97%
3.20%
0.37%
FACEBOOK INCcl aNew $55,188330,8623.18%
ANTERO MIDSTREAM CORP$6,219
-52.18%
2,961,561
72.86%
0.36%
-47.91%
ANTERO RESOURCES CORP$6,073
-70.06%
8,518,664
19.70%
0.35%
-67.39%
ALPHABET INCcap stk cl c$1,088
-26.04%
936
-14.91%
0.06%
-19.44%
COMCAST CORP NEWcl a$1,069
-23.53%
31,0940.00%0.06%
-16.72%
DOLLAR TREE INC$826
12.69%
11,249
44.24%
0.05%
22.73%
MOODYS CORP$662
-47.83%
3,129
-41.48%
0.04%
-43.18%
BK OF AMERICA CORP$309
-39.65%
14,5320.00%0.02%
-34.27%
LENNAR CORPcl b$281
-52.77%
9,708
-27.05%
0.02%
-48.56%
MARRIOTT INTL INC NEWcl aNew $2172,8970.01%
Portfolio Information
QuarterQ1 2020
Total value$1,737,021,000
Holdings22
Managers
Glenn Greenberg
Quarters
2020-03-31
$1,737,021
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