Brave Warrior Advisors Q1 2020 13F Holdings

Brave Warrior Advisors Q1 2020 holdings
TickerName Value Shares↓ Weighting
GOOGL ALPHABET INCcap stk cl aReduce  $204,945
-34.4%
176,380
-24.4%
11.80%
-28.6%
RJF RAYMOND JAMES FINANCIA...Reduce  $140,984
-34.2%
2,230,758
-6.9%
8.12%
-28.4%
PGR PROGRESSIVE CORP OHIOReduce  $126,930
1.7%
1,718,989
-0.3%
7.31%
10.7%
LEN LENNAR CORPcl aReduce  $64,079
-51.5%
1,677,451
-29.2%
3.69%
-47.2%
GOOG ALPHABET INCcap stk cl cReduce  $1,088
-26.0%
936
-14.9%
0.06%
-19.2%
MCO MOODYS CORPReduce  $662
-47.8%
3,129
-41.5%
0.04%
-43.3%
LENB LENNAR CORPcl bReduce  $281
-52.8%
9,708
-27.1%
0.02%
-48.4%