Brave Warrior Advisors Q4 2019 13F Holdings

Brave Warrior Advisors Q4 2019 holdings
TickerName Value Shares↓ Weighting
BRKB BERKSHIRE HATHAWAY INC...cl b newReduce  $333,790
6.7%
1,473,687
-2.0%
17.64%
5.7%
GOOGL ALPHABET INCcap stk cl aReduce  $312,602
-12.8%
233,391
-20.5%
16.52%
-13.6%
JPM JPMORGAN CHASE & COReduce  $256,497
7.5%
1,840,008
-9.2%
13.56%
6.5%
RJF RAYMOND JAMES FINANCIA...Reduce  $214,361
1.0%
2,396,170
-6.9%
11.33%0.0%
ANTM ANTHEM INCReduce  $189,570
23.7%
627,652
-1.7%
10.02%
22.5%
LEN LENNAR CORPcl aReduce  $132,201
-5.9%
2,369,627
-5.8%
6.99%
-6.8%
PGR PROGRESSIVE CORP OHIONew  $124,8281,724,3766.60%
PRI PRIMERICA INCReduce  $93,235
-16.6%
714,118
-18.7%
4.93%
-17.4%
SCHW THE CHARLES SCHWAB COR...Reduce  $88,400
-37.5%
1,858,698
-45.0%
4.67%
-38.1%
DHI D R HORTON INCReduce  $60,341
-9.3%
1,143,906
-9.4%
3.19%
-10.1%
UNH UNITEDHEALTH GROUP INCNew  $46,769159,0892.47%
AR ANTERO RES CORPReduce  $20,282
-41.4%
7,116,543
-37.9%
1.07%
-42.0%
AM ANTERO MIDSTREAM CORPAdd  $13,004
276.7%
1,713,314
267.3%
0.69%
273.4%
GOOG ALPHABET INCcap stk cl c  $1,471
9.7%
1,1000.0%0.08%
8.3%
CMCSA COMCAST CORP NEWcl a  $1,398
-0.3%
31,0940.0%0.07%
-1.3%
MCO MOODYS CORPReduce  $1,269
-9.9%
5,347
-22.2%
0.07%
-10.7%
DLTR DOLLAR TREE INCNew  $7337,7990.04%
LENB LENNAR CORPcl bReduce  $595
-27.6%
13,308
-28.1%
0.03%
-29.5%
BAC BANK AMER CORPReduce  $512
20.8%
14,532
-0.1%
0.03%
17.4%
C CITIGROUP INCSold out  $0-1,372,732-5.06%