Brave Warrior Advisors Q2 2021 13F Holdings

Brave Warrior Advisors Q2 2021 holdings
TickerName Value Shares↓ Weighting
ANTM ANTHEM INCReduce  $437,320
4.7%
1,145,416
-1.6%
15.01%
10.1%
AON AON PLCReduce  $298,553
-15.2%
1,250,429
-18.2%
10.25%
-10.8%
JPM JPMORGAN CHASE & COReduce  $287,334
-13.5%
1,847,337
-15.3%
9.86%
-9.1%
PRI PRIMERICA INCReduce  $286,827
2.7%
1,872,970
-0.8%
9.85%
8.0%
FNF FIDELITY NATIONAL FINA...New  $273,2176,286,6469.38%
VVV VALVOLINE INCReduce  $246,206
23.5%
7,584,897
-0.8%
8.45%
29.8%
PGR PROGRESSIVE CORPReduce  $230,590
0.9%
2,347,931
-1.8%
7.92%
6.1%
RJF RAYMOND JAMES FINL INCReduce  $211,319
-15.7%
1,626,779
-20.4%
7.26%
-11.4%
BRKB BERKSHIRE HATHAWAY INC...cl b newReduce  $193,554
-45.4%
696,440
-49.8%
6.64%
-42.6%
HCA HCA HEALTHCARE INCReduce  $161,719
-36.9%
782,236
-42.5%
5.55%
-33.7%
UNH UNITEDHEALTH GROUP INCReduce  $96,914
5.7%
242,019
-1.8%
3.33%
11.1%
DLTR DOLLAR TREE INCReduce  $94,463
-45.4%
949,378
-37.2%
3.24%
-42.6%
SCHW SCHWAB CHARLES CORPReduce  $52,517
9.7%
721,293
-1.8%
1.80%
15.4%
AM ANTERO MIDSTREAM CORPReduce  $34,788
10.7%
3,348,311
-3.8%
1.19%
16.3%
CMCSA COMCAST CORP NEWcl a  $1,773
5.4%
31,0940.0%0.06%
10.9%
GOOGL ALPHABET INCcap stk cl aReduce  $1,377
-3.4%
564
-18.4%
0.05%0.0%
MCO MOODYS CORP  $1,188
21.3%
3,2790.0%0.04%
28.1%
GOOG ALPHABET INCcap stk cl cReduce  $865
-20.2%
345
-34.2%
0.03%
-14.3%
BAC BK OF AMERICA CORP  $599
6.6%
14,5320.0%0.02%
16.7%
MAR MARRIOTT INTL INC NEWcl a  $440
-7.8%
3,2230.0%0.02%
-6.2%
FB FACEBOOK INCcl aReduce  $433
-70.9%
1,246
-75.4%
0.02%
-69.4%
SQSP SQUARESPACE INCclass aNew  $3566,0000.01%
AMZN AMAZON COM INC  $237
11.3%
690.0%0.01%
14.3%
MA MASTERCARD INCORPORATEDcl aNew  $2045580.01%
CACC CREDIT ACCEP CORP MICHSold out  $0-3,548-0.04%
AR ANTERO RESOURCES CORPSold out  $0-1,500,000-0.50%
RYAAY RYANAIR HOLDINGS PLCsponsored adsSold out  $0-203,249-0.76%
  • Brave Warrior Advisors Q2 2021 Portfolio
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  • Quarter
    Q2 2021
  • Total value
    $2.91 Billion
  • Holdings
    24
  • Turnover
    25.0%
  • EDGAR