Brave Warrior Advisors Q3 2020 13F Holdings

Brave Warrior Advisors Q3 2020 holdings
TickerName Value Shares↓ Weighting
BRKB BERKSHIRE HATHAWAY INC...cl b newReduce  $309,321
-16.1%
1,452,624
-29.6%
13.81%
-24.6%
AON AON PLCNew  $273,0451,323,53512.19%
JPM JPMORGAN CHASE & COAdd  $216,140
15.4%
2,245,142
12.8%
9.65%
3.6%
ANTM ANTHEM INCReduce  $205,183
1.1%
763,927
-1.0%
9.16%
-9.2%
HCA HCA HEALTHCARE INCReduce  $204,197
26.4%
1,637,772
-1.6%
9.11%
13.5%
PRI PRIMERICA INCAdd  $189,275
4.2%
1,672,920
7.4%
8.45%
-6.4%
PGR PROGRESSIVE CORPReduce  $156,734
10.5%
1,655,588
-6.5%
7.00%
-0.8%
RJF RAYMOND JAMES FINL INCReduce  $152,684
0.9%
2,098,460
-4.6%
6.82%
-9.4%
GOOGL ALPHABET INCcap stk cl aReduce  $115,387
-50.6%
78,730
-52.2%
5.15%
-55.7%
SCHW SCHWAB CHARLES CORPAdd  $92,774
91.2%
2,560,691
78.1%
4.14%
71.7%
DLTR DOLLAR TREE INCAdd  $91,548
8677.4%
1,002,275
8809.9%
4.09%
7757.7%
FB FACEBOOK INCcl aReduce  $68,090
-14.8%
259,985
-26.2%
3.04%
-23.5%
UNH UNITEDHEALTH GROUP INCReduce  $49,852
2.1%
159,901
-3.4%
2.22%
-8.3%
CACC CREDIT ACCEP CORP MICHNew  $48,017141,7942.14%
AM ANTERO MIDSTREAM CORPAdd  $45,456
25.9%
8,464,881
19.5%
2.03%
13.0%
RYAAY RYANAIR HOLDINGS PLCsponsored adsReduce  $18,519
12.3%
226,506
-8.9%
0.83%
0.9%
CMCSA COMCAST CORP NEWcl a  $1,438
18.6%
31,0940.0%0.06%
6.7%
MCO MOODYS CORP  $907
5.5%
3,1290.0%0.04%
-7.0%
GOOG ALPHABET INCcap stk cl cReduce  $770
-41.8%
524
-44.0%
0.03%
-48.5%
BAC BK OF AMERICA CORP  $350
1.4%
14,5320.0%0.02%
-5.9%
CDK CDK GLOBAL INCNew  $3427,8470.02%
MAR MARRIOTT INTL INC NEWcl a  $268
8.1%
2,8970.0%0.01%0.0%
AMZN AMAZON COM INCNew  $217690.01%
DHI D R HORTON INCSold out  $0-1,324,702-3.65%
LEN LENNAR CORPcl aSold out  $0-1,208,285-3.70%
  • Brave Warrior Advisors Q3 2020 Portfolio
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  • Quarter
    Q3 2020
  • Total value
    $2.24 Billion
  • Holdings
    38
  • Turnover
    28.6%
  • EDGAR