Brave Warrior Advisors Q1 2021 13F Holdings

Brave Warrior Advisors Q1 2021 holdings
TickerName Value Shares↓ Weighting
ANTM ANTHEM INCAdd  $417,720
68.7%
1,163,729
50.9%
13.64%
49.8%
BRKB BERKSHIRE HATHAWAY INC...cl b newReduce  $354,293
9.5%
1,386,826
-0.6%
11.57%
-2.8%
AON AON PLCAdd  $351,873
11.2%
1,529,149
2.1%
11.49%
-1.2%
JPM JPMORGAN CHASE & COReduce  $332,198
17.3%
2,182,213
-2.1%
10.85%
4.2%
PRI PRIMERICA INCAdd  $279,171
24.8%
1,888,591
13.1%
9.12%
10.8%
HCA HCA HEALTHCARE INCReduce  $256,398
-3.9%
1,361,355
-16.1%
8.37%
-14.6%
RJF RAYMOND JAMES FINL INCReduce  $250,597
27.2%
2,044,690
-0.7%
8.18%
12.9%
PGR PROGRESSIVE CORPAdd  $228,545
40.1%
2,390,387
44.9%
7.46%
24.4%
VVV VALVOLINE INCNew  $199,3697,647,4506.51%
DLTR DOLLAR TREE INCAdd  $172,939
64.2%
1,510,911
55.0%
5.65%
45.8%
UNH UNITEDHEALTH GROUP INCAdd  $91,689
60.3%
246,430
51.1%
2.99%
42.3%
SCHW SCHWAB CHARLES CORPReduce  $47,861
-61.1%
734,288
-68.3%
1.56%
-65.4%
AM ANTERO MIDSTREAM CORPReduce  $31,435
-24.5%
3,481,162
-35.5%
1.03%
-32.9%
RYAAY RYANAIR HOLDINGS PLCsponsored adsReduce  $23,374
3.7%
203,249
-0.8%
0.76%
-8.0%
AR ANTERO RESOURCES CORPNew  $15,3001,500,0000.50%
CMCSA COMCAST CORP NEWcl a  $1,682
3.3%
31,0940.0%0.06%
-8.3%
FB FACEBOOK INCcl aReduce  $1,489
-97.9%
5,055
-98.0%
0.05%
-98.1%
GOOGL ALPHABET INCcap stk cl aReduce  $1,425
-98.8%
691
-99.0%
0.05%
-98.9%
CACC CREDIT ACCEP CORP MICHReduce  $1,278
-99.2%
3,548
-99.2%
0.04%
-99.3%
GOOG ALPHABET INCcap stk cl c  $1,084
18.1%
5240.0%0.04%
2.9%
MCO MOODYS CORP  $979
2.8%
3,2790.0%0.03%
-8.6%
BAC BK OF AMERICA CORP  $562
27.7%
14,5320.0%0.02%
12.5%
MAR MARRIOTT INTL INC NEWcl aAdd  $477
24.9%
3,223
11.3%
0.02%
14.3%
AMZN AMAZON COM INC  $213
-5.3%
690.0%0.01%
-12.5%
  • Brave Warrior Advisors Q1 2021 Portfolio
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  • Quarter
    Q1 2021
  • Total value
    $3.06 Billion
  • Holdings
    35
  • Turnover
    9.1%
  • EDGAR