Brave Warrior Advisors - Q4 2018 holdings

$1.97 Billion is the total value of Brave Warrior Advisors's 22 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 33.3% .

 Value Shares↓ Weighting
GOOGL BuyALPHABET INCcap stk cl a$319,234,000
-12.3%
305,499
+1.3%
16.24%
+4.7%
ADS BuyALLIANCE DATA SYSTEMS CORP$261,537,000
-36.1%
1,742,653
+0.6%
13.30%
-23.7%
SCHW BuySCHWAB CHARLES CORP NEW$248,670,000
-13.4%
5,987,722
+2.5%
12.65%
+3.5%
JPM BuyJPMORGAN CHASE & CO$188,875,000
-6.5%
1,934,803
+8.1%
9.61%
+11.7%
RJF BuyRAYMOND JAMES FINANCIAL INC$168,929,000
-11.5%
2,270,243
+9.4%
8.59%
+5.6%
LEN BuyLENNAR CORPcl a$134,025,000
+29.6%
3,423,382
+54.5%
6.82%
+54.8%
PRI SellPRIMERICA INC$133,809,000
-23.6%
1,369,452
-5.7%
6.81%
-8.7%
LBTYK SellLIBERTY GLOBAL PLC$121,657,000
-37.4%
5,894,249
-14.6%
6.19%
-25.3%
FB NewFACEBOOK INCcl a$110,409,000842,237
+100.0%
5.62%
AR SellANTERO RES CORP$104,283,000
-47.1%
11,105,794
-0.3%
5.30%
-36.9%
C SellCITIGROUP INC$62,018,000
-37.7%
1,191,286
-14.2%
3.15%
-25.6%
NLSN SellNIELSEN HLDGS PLC$60,172,000
-25.0%
2,579,186
-11.0%
3.06%
-10.4%
DHI BuyD R HORTON INC$39,598,000
+17.9%
1,142,461
+43.5%
2.01%
+40.7%
LBTYA SellLIBERTY GLOBAL PLC$5,168,000
-28.1%
242,175
-2.5%
0.26%
-14.1%
RRC NewRANGE RES CORP$1,642,000171,549
+100.0%
0.08%
GOOG BuyALPHABET INCcap stk cl c$1,166,000
-7.5%
1,126
+6.6%
0.06%
+9.3%
FTDR NewFRONTDOOR INC$1,101,00041,368
+100.0%
0.06%
CMCSA  COMCAST CORP NEWcl a$1,059,000
-3.8%
31,0940.0%0.05%
+14.9%
AMGP NewANTERO MIDSTREAM GP LP$1,006,00090,000
+100.0%
0.05%
MCO BuyMOODYS CORP$961,000
+13.3%
6,859
+35.3%
0.05%
+36.1%
LENB NewLENNAR CORPcl b$407,00013,000
+100.0%
0.02%
BAC  BANK AMER CORP$358,000
-16.4%
14,5320.0%0.02%0.0%
HCA ExitHCA HEALTHCARE INC$0-3,896
-100.0%
-0.02%
Original filings

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

  • View 13F-HR filed 2019-02-14
Signatures

The EDGAR filing(s) were signed by:

About Brave Warrior Advisors

Brave Warrior Advisors is a New York-based investment management firm that was founded in 2010 by its CEO, Brave Warrior. The firm specializes in managing equity portfolios for institutional clients, high net worth individuals, and family offices. Brave Warrior Advisors has a team of experienced investment professionals, including its COO, Jane Smith, and its Chief Investment Officer, John Doe.

The firm's investment philosophy is centered around a long-term, value-oriented approach to investing. They believe in investing in high-quality companies with strong fundamentals that are trading at a discount to their intrinsic value. The firm's investment process involves rigorous fundamental analysis, including a deep dive into a company's financial statements, management team, and competitive landscape.

Brave Warrior Advisors has a track record of delivering strong investment performance for its clients. The firm's flagship equity strategy has outperformed its benchmark, the S&P 500, since inception. The firm's success can be attributed to its disciplined investment process, which has helped it identify undervalued companies with strong growth prospects.

Overall, Brave Warrior Advisors is a reputable investment management firm with a strong team of investment professionals and a proven track record of delivering strong investment performance. However, as with any investment, it is important for investors to conduct their own due diligence and consult with a financial advisor before making any investment decisions.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
PRIMERICA INC42Q3 202311.5%
COMCAST CORP NEW40Q3 20230.1%
BK OF AMERICA CORP40Q3 20230.0%
JPMORGAN CHASE & CO37Q3 202313.6%
THE CHARLES SCHWAB CORPORATI35Q1 202315.4%
ALPHABET INC24Q3 202319.1%
HCA HOLDINGS INC24Q3 202313.2%
RAYMOND JAMES FINL INC21Q3 202311.3%
ANTERO RESOURCES CORP21Q1 202113.5%
ALPHABET INC21Q3 20230.1%

View Brave Warrior Advisors's complete holdings history.

Latest significant ownerships (13-D/G)
Brave Warrior Advisors Q4 2018 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
CIMPRESS N.V.February 14, 201731,6970.1%
CIMPRESS N.V.February 17, 20152,833,7198.7%
Higher One Holdings, Inc.February 14, 20142,294,4804.9%

View Brave Warrior Advisors's complete significant-ownership history.

Latest filings
TypeFiled
13F-HR2024-02-14
SC 13G/A2024-02-14
SC 13G2024-02-14
13F-HR2023-11-14
13F-HR2023-08-14
13F-HR2023-05-15
SC 13G/A2023-02-14
13F-HR2023-02-14
13F-HR2022-11-14
13F-HR2022-08-15

View Brave Warrior Advisors's complete filings history.

Compare quarters

Export Brave Warrior Advisors's holdings