Brave Warrior Advisors Q3 2019 13F Holdings

Brave Warrior Advisors Q3 2019 holdings
TickerName Value Shares↓ Weighting
GOOGL ALPHABET INCcap stk cl aReduce  $358,593
12.0%
293,654
-0.7%
19.14%
12.3%
BRKB BERKSHIRE HATHAWAY INC...cl b newAdd  $312,833
16.5%
1,503,862
19.4%
16.69%
16.9%
JPM JPMORGAN CHASE & COReduce  $238,523
4.6%
2,026,704
-0.6%
12.73%
5.0%
RJF RAYMOND JAMES FINANCIA...Add  $212,339
3.2%
2,575,057
5.9%
11.33%
3.6%
ANTM ANTHEM INCNew  $153,279638,3978.18%
SCHW THE CHARLES SCHWAB COR...Reduce  $141,383
3.3%
3,379,941
-0.7%
7.54%
3.7%
LEN LENNAR CORPcl aReduce  $140,448
-14.1%
2,514,744
-25.5%
7.50%
-13.8%
PRI PRIMERICA INCAdd  $111,746
22.8%
878,303
15.8%
5.96%
23.3%
C CITIGROUP INCReduce  $94,828
-2.5%
1,372,732
-1.1%
5.06%
-2.1%
DHI D R HORTON INCReduce  $66,526
21.7%
1,262,110
-0.4%
3.55%
22.2%
AR ANTERO RES CORPReduce  $34,604
-46.8%
11,458,184
-2.5%
1.85%
-46.6%
AM ANTERO MIDSTREAM CORPReduce  $3,452
-54.9%
466,459
-30.1%
0.18%
-54.8%
CMCSA COMCAST CORP NEWcl a  $1,402
6.6%
31,0940.0%0.08%
7.1%
MCO MOODYS CORP  $1,408
4.8%
6,8750.0%0.08%
5.6%
GOOG ALPHABET INCcap stk cl c  $1,341
12.8%
1,1000.0%0.07%
14.3%
LENB LENNAR CORPcl bReduce  $822
12.8%
18,520
-2.1%
0.04%
12.8%
BAC BANK AMER CORPAdd  $424
0.7%
14,546
0.1%
0.02%
4.5%
FTDR FRONTDOOR INCSold out  $0-41,368-0.10%
FB FACEBOOK INCcl aSold out  $0-577,756-5.93%
LBTYK LIBERTY GLOBAL PLCSold out  $0-4,665,619-6.58%