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%
AON AON PLCAdd  $351,873
11.2%
1,529,149
2.1%
11.49%
-1.2%
PRI PRIMERICA INCAdd  $279,171
24.8%
1,888,591
13.1%
9.12%
10.8%
PGR PROGRESSIVE CORPAdd  $228,545
40.1%
2,390,387
44.9%
7.46%
24.4%
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%
MAR MARRIOTT INTL INC NEWcl aAdd  $477
24.9%
3,223
11.3%
0.02%
14.3%