Brave Warrior Advisors Q2 2019 holdings

$1.88 Billion is the total value of Brave Warrior Advisors's 19 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 15.0% .

 Value Shares↓ Weighting
GOOGL SellALPHABET INCcap stk cl a$320,273
-13.5%
295,782
-6.0%
17.03%
-8.5%
BRKB NewBERKSHIRE HATHAWAY INC DELcl b new$268,4711,259,424
+100.0%
14.28%
JPM SellJPMORGAN CHASE & CO$227,943
+8.9%
2,038,845
-1.4%
12.12%
+15.2%
RJF SellRAYMOND JAMES FINANCIAL INC$205,674
+4.0%
2,432,568
-1.1%
10.94%
+10.1%
LEN SellLENNAR CORPcl a$163,528
-8.4%
3,374,497
-7.2%
8.70%
-3.1%
SCHW SellTHE CHARLES SCHWAB CORPORATI$136,842
-7.5%
3,404,870
-1.5%
7.28%
-2.0%
LBTYK SellLIBERTY GLOBAL PLC$123,779
-3.3%
4,665,619
-11.8%
6.58%
+2.3%
FB SellFACEBOOK INCcl a$111,507
-20.2%
577,756
-31.1%
5.93%
-15.5%
C SellCITIGROUP INC$97,224
+10.3%
1,388,318
-2.0%
5.17%
+16.8%
PRI SellPRIMERICA INC$90,968
-40.8%
758,386
-39.8%
4.84%
-37.4%
AR SellANTERO RES CORP$64,989
-38.4%
11,752,158
-1.6%
3.46%
-34.8%
DHI SellD R HORTON INC$54,649
+2.9%
1,267,087
-1.2%
2.91%
+8.9%
AM BuyANTERO MIDSTREAM CORP$7,653
-11.3%
667,759
+6.6%
0.41%
-6.2%
FTDR  FRONTDOOR INC$1,802
+26.5%
41,3680.0%0.10%
+33.3%
MCO  MOODYS CORP$1,343
+7.9%
6,8750.0%0.07%
+12.7%
CMCSA  COMCAST CORP NEWcl a$1,315
+5.8%
31,0940.0%0.07%
+12.9%
GOOG SellALPHABET INCcap stk cl c$1,189
-10.0%
1,100
-2.3%
0.06%
-4.5%
LENB BuyLENNAR CORPcl b$729
+0.7%
18,920
+2.2%
0.04%
+8.3%
BAC  BANK AMER CORP$421
+5.0%
14,5320.0%0.02%
+10.0%
LBTYA ExitLIBERTY GLOBAL PLC$0-232,019
-100.0%
-0.29%
ADS ExitALLIANCE DATA SYSTEMS CORP$0-1,126,962
-100.0%
-9.91%

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

The EDGAR filing(s) were signed by:

  • Donna Martel-Downing — Chief Compliance Officer

Compare quarterly holdings

Export Brave Warrior Advisors's holdings

EDGAR filings