Brave Warrior Advisors Q1 2020 13F Holdings

Brave Warrior Advisors Q1 2020 holdings
TickerName Value Shares↓ Weighting
BRKB BERKSHIRE HATHAWAY INC...cl b newAdd  $318,986
-4.4%
1,744,715
18.4%
18.36%
4.1%
GOOGL ALPHABET INCcap stk cl aReduce  $204,945
-34.4%
176,380
-24.4%
11.80%
-28.6%
ANTM ANTHEM INCAdd  $198,766
4.9%
875,467
39.5%
11.44%
14.2%
JPM JPMORGAN CHASE & COAdd  $171,889
-33.0%
1,909,245
3.8%
9.90%
-27.0%
RJF RAYMOND JAMES FINANCIA...Reduce  $140,984
-34.2%
2,230,758
-6.9%
8.12%
-28.4%
PRI PRIMERICA INCAdd  $129,852
39.3%
1,467,585
105.5%
7.48%
51.7%
PGR PROGRESSIVE CORP OHIOReduce  $126,930
1.7%
1,718,989
-0.3%
7.31%
10.7%
HCA HCA HEALTHCARE INCNew  $124,1681,381,9437.15%
UNH UNITEDHEALTH GROUP INCAdd  $65,612
40.3%
263,100
65.4%
3.78%
52.8%
LEN LENNAR CORPcl aReduce  $64,079
-51.5%
1,677,451
-29.2%
3.69%
-47.2%
SCHW SCHWAB CHARLES CORPAdd  $63,273
-28.4%
1,881,990
1.3%
3.64%
-22.0%
DHI D R HORTON INCAdd  $55,605
-7.8%
1,635,442
43.0%
3.20%
0.3%
FB FACEBOOK INCcl aNew  $55,188330,8623.18%
AM ANTERO MIDSTREAM CORPAdd  $6,219
-52.2%
2,961,561
72.9%
0.36%
-47.9%
AR ANTERO RESOURCES CORPAdd  $6,073
-70.1%
8,518,664
19.7%
0.35%
-67.4%
GOOG ALPHABET INCcap stk cl cReduce  $1,088
-26.0%
936
-14.9%
0.06%
-19.2%
CMCSA COMCAST CORP NEWcl a  $1,069
-23.5%
31,0940.0%0.06%
-16.2%
DLTR DOLLAR TREE INCAdd  $826
12.7%
11,249
44.2%
0.05%
23.1%
MCO MOODYS CORPReduce  $662
-47.8%
3,129
-41.5%
0.04%
-43.3%
BAC BK OF AMERICA CORP  $309
-39.6%
14,5320.0%0.02%
-33.3%
LENB LENNAR CORPcl bReduce  $281
-52.8%
9,708
-27.1%
0.02%
-48.4%
MAR MARRIOTT INTL INC NEWcl aNew  $2172,8970.01%