Brave Warrior Advisors Q2 2020 13F Holdings

Brave Warrior Advisors Q2 2020 holdings
TickerName Value Shares↓ Weighting
BRKB BERKSHIRE HATHAWAY INC...cl b newAdd  $368,476
15.5%
2,064,178
18.3%
18.32%
-0.3%
GOOGL ALPHABET INCcap stk cl aReduce  $233,707
14.0%
164,809
-6.6%
11.62%
-1.5%
ANTM ANTHEM INCReduce  $202,881
2.1%
771,468
-11.9%
10.09%
-11.9%
JPM JPMORGAN CHASE & COAdd  $187,285
9.0%
1,991,125
4.3%
9.31%
-5.9%
PRI PRIMERICA INCAdd  $181,565
39.8%
1,557,166
6.1%
9.03%
20.7%
HCA HCA HEALTHCARE INCAdd  $161,585
30.1%
1,664,795
20.5%
8.03%
12.4%
RJF RAYMOND JAMES FINL INCReduce  $151,367
7.4%
2,199,149
-1.4%
7.52%
-7.3%
PGR PROGRESSIVE CORP OHIOAdd  $141,816
11.7%
1,770,265
3.0%
7.05%
-3.5%
FB FACEBOOK INCcl aAdd  $79,951
44.9%
352,099
6.4%
3.98%
25.1%
LEN LENNAR CORPcl aReduce  $74,455
16.2%
1,208,285
-28.0%
3.70%
0.3%
DHI D R HORTON INCReduce  $73,455
32.1%
1,324,702
-19.0%
3.65%
14.1%
UNH UNITEDHEALTH GROUP INCReduce  $48,811
-25.6%
165,491
-37.1%
2.43%
-35.7%
SCHW SCHWAB CHARLES CORPReduce  $48,519
-23.3%
1,438,053
-23.6%
2.41%
-33.8%
AM ANTERO MIDSTREAM CORPAdd  $36,114
480.7%
7,081,150
139.1%
1.80%
401.4%
RYAAY RYANAIR HOLDINGS PLCsponsored adsNew  $16,486248,5060.82%
GOOG ALPHABET INCcap stk cl c  $1,323
21.6%
9360.0%0.07%
4.8%
CMCSA COMCAST CORP NEWcl a  $1,212
13.4%
31,0940.0%0.06%
-3.2%
DLTR DOLLAR TREE INC  $1,043
26.3%
11,2490.0%0.05%
8.3%
MCO MOODYS CORP  $860
29.9%
3,1290.0%0.04%
13.2%
BAC BK OF AMERICA CORP  $345
11.7%
14,5320.0%0.02%
-5.6%
MAR MARRIOTT INTL INC NEWcl a  $248
14.3%
2,8970.0%0.01%0.0%
LENB LENNAR CORPcl bSold out  $0-9,708-0.02%
AR ANTERO RESOURCES CORPSold out  $0-8,518,664-0.35%
  • Brave Warrior Advisors Q2 2020 Portfolio
  • Add Brave Warrior Advisors to Watchlist Similar Filers BETA
  • Quarter
    Q2 2020
  • Total value
    $2.01 Billion
  • Holdings
    34
  • Turnover
    13.6%
  • EDGAR