Brave Warrior Advisors, LLC
- SEC CIK
- 0001553733
- Latest filing
- Aug 14, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 25
- +2 vs. Q2 2022
- Portfolio value
- $2.89B
- −$20.0M (−0.7%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ELVElevance Health, Inc. | Stock | 1,189,871 | $540.5M | 18.7% | −21,405−1.8% | Reduced | History |
| APOApollo Global Management, Inc. | COM | 7,849,515 | $365.0M | 12.6% | +421,509+5.7% | Added | History |
| FNFFidelity National Financial, Inc. | COM SHS | 9,389,250 | $339.9M | 11.7% | +269,768+3.0% | Added | History |
| PRIPrimerica, Inc. | Stock | 2,199,229 | $271.5M | 9.4% | −1,783−0.1% | Reduced | History |
| LADLithia Motors Inc | COM | 1,136,208 | $243.8M | 8.4% | +144,907+14.6% | Added | History |
| RJFRaymond James Financial Inc | COM | 2,238,425 | $221.2M | 7.6% | −7,526−0.3% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 1,735,301 | $181.3M | 6.3% | −2,489−0.1% | Reduced | History |
| OMFOneMain Holdings, Inc. | COM | 5,381,093 | $158.8M | 5.5% | +2,491,819+86.2% | Added | History |
| VVVValvoline Inc | COM | 5,451,901 | $138.2M | 4.8% | −2,118,695−28.0% | Reduced | History |
| URIUnited Rentals, Inc. | COM | 451,639 | $122.0M | 4.2% | +900.0% | Added | History |
| DHIHorton D R Inc | COM | 1,621,062 | $109.2M | 3.8% | −5,441−0.3% | Reduced | History |
| HCAHCA Healthcare, Inc. | COM | 420,871 | $77.4M | 2.7% | +695+0.2% | Added | History |
| LENLennar Corp | CL A | 897,919 | $66.9M | 2.3% | +85,455+10.5% | Added | History |
| ABGAsbury Automotive Group Inc | COM | 200,447 | $30.3M | 1.0% | +200,447 | New | History |
| AMAntero Midstream Corp | Stock | 2,350,819 | $21.6M | 0.7% | −32,948−1.4% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 2,466 | $1.25M | <0.1% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 31,094 | $912.0K | <0.1% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 3,129 | $761.0K | <0.1% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 6,900 | $663.0K | <0.1% | 00.0% | UnchangedConverted for a 20-for-1 split | History |
| GOOGLAlphabet Inc. | Stock | 5,600 | $536.0K | <0.1% | 00.0% | UnchangedConverted for a 20-for-1 split | History |
| BACBank of America Corp | Stock | 14,532 | $439.0K | <0.1% | 00.0% | Unchanged | History |
| FAFFirst American Financial Corp | Stock | 5,500 | $254.0K | <0.1% | +1,500+37.5% | Added | History |
| PHMPultegroup Inc | COM | 6,200 | $232.0K | <0.1% | +6,200 | New | History |
| AMZNAmazon Com Inc | Stock | 1,900 | $215.0K | <0.1% | 00.0% | Unchanged | History |
| PGRProgressive Corp | Stock | 1,746 | $203.0K | <0.1% | 00.0% | Unchanged | History |