Brave Warrior Advisors Q4 2020 13F Holdings

Brave Warrior Advisors Q4 2020 holdings
TickerName Value Shares↓ Weighting
BRKB BERKSHIRE HATHAWAY INC...cl b newReduce  $323,583
4.6%
1,395,538
-3.9%
11.90%
-13.8%
AON AON PLCAdd  $316,405
15.9%
1,497,634
13.2%
11.64%
-4.5%
JPM JPMORGAN CHASE & COReduce  $283,179
31.0%
2,228,522
-0.7%
10.41%
8.0%
HCA HCA HEALTHCARE INCReduce  $266,783
30.6%
1,622,176
-1.0%
9.81%
7.7%
ANTM ANTHEM INCAdd  $247,603
20.7%
771,135
0.9%
9.11%
-0.6%
PRI PRIMERICA INCReduce  $223,664
18.2%
1,670,010
-0.2%
8.23%
-2.6%
RJF RAYMOND JAMES FINL INCReduce  $197,051
29.1%
2,059,701
-1.8%
7.25%
6.3%
PGR PROGRESSIVE CORPReduce  $163,152
4.1%
1,650,000
-0.3%
6.00%
-14.2%
CACC CREDIT ACCEP CORP MICHAdd  $157,619
228.3%
455,362
221.1%
5.80%
170.5%
SCHW SCHWAB CHARLES CORPReduce  $122,999
32.6%
2,318,997
-9.4%
4.52%
9.2%
GOOGL ALPHABET INCcap stk cl aReduce  $116,631
1.1%
66,546
-15.5%
4.29%
-16.7%
DLTR DOLLAR TREE INCReduce  $105,341
15.1%
975,021
-2.7%
3.87%
-5.2%
FB FACEBOOK INCcl aReduce  $69,280
1.7%
253,625
-2.4%
2.55%
-16.2%
UNH UNITEDHEALTH GROUP INCAdd  $57,201
14.7%
163,114
2.0%
2.10%
-5.5%
AM ANTERO MIDSTREAM CORPReduce  $41,621
-8.4%
5,398,393
-36.2%
1.53%
-24.6%
RYAAY RYANAIR HOLDINGS PLCsponsored adsReduce  $22,543
21.7%
204,975
-9.5%
0.83%
0.3%
CMCSA COMCAST CORP NEWcl a  $1,629
13.3%
31,0940.0%0.06%
-6.7%
MCO MOODYS CORPAdd  $952
5.0%
3,279
4.8%
0.04%
-13.5%
GOOG ALPHABET INCcap stk cl c  $918
19.2%
5240.0%0.03%
-1.8%
BAC BK OF AMERICA CORP  $440
25.7%
14,5320.0%0.02%
3.6%
MAR MARRIOTT INTL INC NEWcl a  $382
42.5%
2,8970.0%0.01%
17.5%
AMZN AMAZON COM INC  $225
3.7%
690.0%0.01%
-14.7%
CDK CDK GLOBAL INCSold out  $0-7,847-0.02%