Brave Warrior Advisors Q3 2022 holdings

$2.89 Billion is the total value of Brave Warrior Advisors's 25 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 8.7% .

 Value Shares↓ Weighting
ANTM SellELEVANCE HEALTH INC$540,487
-7.5%
1,189,871
-1.8%
18.68%
-6.9%
BuyAPOLLO GLOBAL MGMT INC$365,002
+1.4%
7,849,515
+5.7%
12.62%
+2.1%
FNF BuyFIDELITY NATIONAL FINANCIAL$339,891
+0.8%
9,389,250
+3.0%
11.75%
+1.5%
PRI SellPRIMERICA INC$271,495
+3.1%
2,199,229
-0.1%
9.38%
+3.8%
LAD BuyLITHIA MTRS INC$243,773
-10.5%
1,136,208
+14.6%
8.43%
-9.9%
RJF SellRAYMOND JAMES FINL INC$221,201
+10.2%
2,238,425
-0.3%
7.65%
+10.9%
JPM SellJPMORGAN CHASE & CO$181,339
-7.3%
1,735,301
-0.1%
6.27%
-6.7%
OMF BuyONEMAIN HLDGS INC$158,850
+47.1%
5,381,093
+86.2%
5.49%
+48.1%
VVV SellVALVOLINE INC$138,151
-36.7%
5,451,901
-28.0%
4.78%
-36.3%
URI BuyUNITED RENTALS INC$121,997
+11.2%
451,639
+0.0%
4.22%
+12.0%
DHI SellD R HORTON INC$109,179
+1.4%
1,621,062
-0.3%
3.77%
+2.1%
HCA BuyHCA HEALTHCARE INC$77,352
+9.5%
420,871
+0.2%
2.67%
+10.3%
LEN BuyLENNAR CORPcl a$66,940
+16.8%
897,919
+10.5%
2.31%
+17.6%
ABG NewASBURY AUTOMOTIVE GROUP INC$30,288200,447
+100.0%
1.05%
AM SellANTERO MIDSTREAM CORP$21,581
+0.0%
2,350,819
-1.4%
0.75%
+0.7%
UNH  UNITEDHEALTH GROUP INC$1,245
-1.7%
2,4660.0%0.04%0.0%
CMCSA  COMCAST CORP NEWcl a$912
-25.2%
31,0940.0%0.03%
-23.8%
MCO  MOODYS CORP$761
-10.6%
3,1290.0%0.03%
-10.3%
GOOG BuyALPHABET INCcap stk cl c$663
-12.2%
6,900
+1900.0%
0.02%
-11.5%
GOOGL BuyALPHABET INCcap stk cl a$536
-12.1%
5,600
+1900.0%
0.02%
-9.5%
BAC  BK OF AMERICA CORP$439
-2.9%
14,5320.0%0.02%
-6.2%
FAF BuyFIRST AMERN FINL CORP$254
+19.8%
5,500
+37.5%
0.01%
+28.6%
PHM NewPULTE GROUP INC$2326,200
+100.0%
0.01%
PGR  PROGRESSIVE CORP$2030.0%1,7460.0%0.01%0.0%
AMZN  AMAZON COM INC$215
+6.4%
1,9000.0%0.01%0.0%

The following EDGAR filing(s) were analyzed to create this report:

The EDGAR filing(s) were signed by:

  • Donna Martel-Downing — Chief Compliance Officer

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