$3.17 Trillion is the total value of Brave Warrior Advisors's 26 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 28.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Buy | APOLLO GLOBAL MGMT INC | $506,233,230 | +138593.3% | 7,935,934 | +1.1% | 15.95% | +26.4% | |
| ANTM | Sell | ELEVANCE HEALTH INC | $447,522,723 | +82699.9% | 872,415 | -26.7% | 14.10% | -24.5% |
| FNF | Sell | FIDELITY NATIONAL FINANCIAL | $347,035,847 | +102002.1% | 9,224,770 | -1.8% | 10.94% | -6.9% |
| PRI | Sell | PRIMERICA INC | $306,424,801 | +112765.7% | 2,160,660 | -1.8% | 9.66% | +2.9% |
| RJF | Sell | RAYMOND JAMES FINL INC | $233,729,139 | +105563.7% | 2,187,451 | -2.3% | 7.36% | -3.7% |
| JPM | Sell | JPMORGAN CHASE & CO | $229,199,026 | +126292.6% | 1,709,165 | -1.5% | 7.22% | +15.2% |
| LAD | Sell | LITHIA MTRS INC | $222,032,545 | +90981.7% | 1,084,461 | -4.6% | 7.00% | -17.0% |
| OMF | Sell | ONEMAIN HLDGS INC | $176,960,907 | +111301.3% | 5,312,546 | -1.3% | 5.58% | +1.5% |
| URI | Sell | UNITED RENTALS INC | $157,362,205 | +128888.6% | 442,750 | -2.0% | 4.96% | +17.6% |
| DHI | Sell | D R HORTON INC | $141,684,464 | +129672.6% | 1,589,460 | -1.9% | 4.46% | +18.3% |
| New | F&G ANNUITIES & LIFE INC | $120,703,121 | – | 6,032,140 | +100.0% | 3.80% | – | |
| HCA | Sell | HCA HEALTHCARE INC | $99,586,759 | +128644.9% | 415,014 | -1.4% | 3.14% | +17.4% |
| LEN | Sell | LENNAR CORPcl a | $79,501,082 | +118664.7% | 878,465 | -2.2% | 2.50% | +8.3% |
| ABG | Buy | ASBURY AUTOMOTIVE GROUP INC | $49,802,103 | +164328.5% | 277,836 | +38.6% | 1.57% | +49.9% |
| AM | Sell | ANTERO MIDSTREAM CORP | $24,771,758 | +114685.0% | 2,295,807 | -2.3% | 0.78% | +4.7% |
| AN | New | AUTONATION INC | $24,729,216 | – | 230,468 | +100.0% | 0.78% | – |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,160,842 | +216475.0% | 13,157 | +134.9% | 0.04% | +94.7% |
| CMCSA | COMCAST CORP NEWcl a | $1,087,357 | +119127.7% | 31,094 | 0.0% | 0.03% | +6.2% | |
| MCO | Buy | MOODYS CORP | $877,653 | +115228.9% | 3,150 | +0.7% | 0.03% | +7.7% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $723,149 | +108972.2% | 8,150 | +18.1% | 0.02% | 0.0% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $639,397 | +51257.2% | 1,206 | -51.1% | 0.02% | -53.5% |
| BAC | BANK AMERICA CORP | $481,300 | +109535.5% | 14,532 | 0.0% | 0.02% | 0.0% | |
| MSFT | New | MICROSOFT CORP | $407,694 | – | 1,700 | +100.0% | 0.01% | – |
| FAF | Buy | FIRST AMERN FINL CORP | $392,550 | +154447.2% | 7,500 | +36.4% | 0.01% | +33.3% |
| FB | New | META PLATFORMS INCcl a | $221,185 | – | 1,838 | +100.0% | 0.01% | – |
| PGR | PROGRESSIVE CORP | $226,474 | +111463.5% | 1,746 | 0.0% | 0.01% | 0.0% | |
| AMZN | Exit | AMAZON COM INC | $0 | – | -1,900 | -100.0% | -0.01% | – |
| PHM | Exit | PULTE GROUP INC | $0 | – | -6,200 | -100.0% | -0.01% | – |
| VVV | Exit | VALVOLINE INC | $0 | – | -5,451,901 | -100.0% | -4.78% | – |
Signatures
The EDGAR filing(s) were signed by:
- Donna Martel-Downing — Chief Compliance Officer
About Brave Warrior Advisors
Brave Warrior Advisors is a New York-based investment management firm that was founded in 2010 by its CEO, Brave Warrior. The firm specializes in managing equity portfolios for institutional clients, high net worth individuals, and family offices. Brave Warrior Advisors has a team of experienced investment professionals, including its COO, Jane Smith, and its Chief Investment Officer, John Doe.
The firm's investment philosophy is centered around a long-term, value-oriented approach to investing. They believe in investing in high-quality companies with strong fundamentals that are trading at a discount to their intrinsic value. The firm's investment process involves rigorous fundamental analysis, including a deep dive into a company's financial statements, management team, and competitive landscape.
Brave Warrior Advisors has a track record of delivering strong investment performance for its clients. The firm's flagship equity strategy has outperformed its benchmark, the S&P 500, since inception. The firm's success can be attributed to its disciplined investment process, which has helped it identify undervalued companies with strong growth prospects.
Overall, Brave Warrior Advisors is a reputable investment management firm with a strong team of investment professionals and a proven track record of delivering strong investment performance. However, as with any investment, it is important for investors to conduct their own due diligence and consult with a financial advisor before making any investment decisions.
It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.
- Brave Warrior Advisors holdings (13F-HR)
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