Brave Warrior Advisors Q3 2021 13F Holdings

Brave Warrior Advisors Q3 2021 holdings
TickerName Value Shares↓ Weighting
ANTM ANTHEM INCAdd  $511,206
16.9%
1,371,262
19.7%
17.90%
19.2%
FNF FIDELITY NATIONAL FINA...Add  $398,648
45.9%
8,792,405
39.9%
13.96%
48.8%
PRI PRIMERICA INCAdd  $292,132
1.8%
1,901,529
1.5%
10.23%
3.9%
JPM JPMORGAN CHASE & COReduce  $273,710
-4.7%
1,672,125
-9.5%
9.58%
-2.8%
VVV VALVOLINE INCAdd  $237,530
-3.5%
7,618,013
0.4%
8.32%
-1.6%
RJF RAYMOND JAMES FINL INCAdd  $209,339
-0.9%
2,268,517
39.4%
7.33%
1.0%
PGR PROGRESSIVE CORPReduce  $206,335
-10.5%
2,282,720
-2.8%
7.22%
-8.7%
BRKB BERKSHIRE HATHAWAY INC...cl b newReduce  $187,088
-3.3%
685,456
-1.6%
6.55%
-1.4%
APO APOLLO GLOBAL MGMT INCNew  $154,4082,507,0365.41%
HCA HCA HEALTHCARE INCReduce  $150,338
-7.0%
619,387
-20.8%
5.26%
-5.2%
UNH UNITEDHEALTH GROUP INCReduce  $88,355
-8.8%
226,121
-6.6%
3.09%
-7.0%
SCHW SCHWAB CHARLES CORPReduce  $51,567
-1.8%
707,943
-1.9%
1.81%
0.2%
AON AON PLCReduce  $32,825
-89.0%
114,865
-90.8%
1.15%
-88.8%
ATH ATHENE HOLDING LTDcl aNew  $29,636430,3221.04%
AM ANTERO MIDSTREAM CORPReduce  $25,357
-27.1%
2,433,484
-27.3%
0.89%
-25.6%
CMCSA COMCAST CORP NEWcl a  $1,739
-1.9%
31,0940.0%0.06%0.0%
GOOGL ALPHABET INCcap stk cl aAdd  $1,511
9.7%
565
0.2%
0.05%
12.8%
MCO MOODYS CORP  $1,164
-2.0%
3,2790.0%0.04%0.0%
GOOG ALPHABET INCcap stk cl c  $920
6.4%
3450.0%0.03%
6.7%
BAC BK OF AMERICA CORP  $617
3.0%
14,5320.0%0.02%
4.8%
MAR MARRIOTT INTL INC NEWcl aAdd  $480
9.1%
3,244
0.7%
0.02%
13.3%
FB FACEBOOK INCcl a  $423
-2.3%
1,2460.0%0.02%0.0%
FAF FIRST AMERN FINL CORPNew  $2684,0000.01%
AMZN AMAZON COM INCAdd  $230
-3.0%
70
1.4%
0.01%0.0%
MA MASTERCARD INCORPORATEDcl aSold out  $0-558-0.01%
SQSP SQUARESPACE INCclass aSold out  $0-6,000-0.01%
DLTR DOLLAR TREE INCSold out  $0-949,378-3.24%
  • Brave Warrior Advisors Q3 2021 Portfolio
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  • Quarter
    Q3 2021
  • Total value
    $2.86 Billion
  • Holdings
    24
  • Turnover
    25.0%
  • EDGAR