Brave Warrior Advisors, LLC
- SEC CIK
- 0001553733
- Latest filing
- Aug 14, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 27
- −2 vs. Q1 2024
- Portfolio value
- $4.51B
- −$267.8M (−5.6%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ELVElevance Health, Inc. | Stock | 1,633,127 | $884.9M | 19.6% | −12,710−0.8% | Reduced | History |
| DFSDiscover Financial Services | COM | 3,460,972 | $452.7M | 10.0% | +150,895+4.6% | Added | History |
| PRIPrimerica, Inc. | Stock | 1,890,013 | $447.1M | 9.9% | −125,039−6.2% | Reduced | History |
| APOApollo Global Management, Inc. | COM | 3,779,701 | $446.3M | 9.9% | −24,683−0.6% | Reduced | History |
| SNXTD Synnex Corp | COM | 3,322,046 | $383.4M | 8.5% | +260,963+8.5% | Added | History |
| FNFFidelity National Financial, Inc. | COM SHS | 7,367,533 | $364.1M | 8.1% | −1,709,198−18.8% | Reduced | History |
| OMFOneMain Holdings, Inc. | COM | 7,270,177 | $352.5M | 7.8% | +597,913+9.0% | Added | History |
| LENLennar Corp | CL A | 1,585,312 | $237.6M | 5.3% | +570,871+56.3% | Added | History |
| FGF&G Annuities & Life, Inc. | COMMON STOCK | 6,049,364 | $230.2M | 5.1% | −38,519−0.6% | Reduced | History |
| LADLithia Motors Inc | COM | 855,172 | $215.9M | 4.8% | +87,671+11.4% | Added | History |
| MPLXMPLX LP | COM UNIT REP LTD | 4,235,478 | $180.4M | 4.0% | +1,209,869+40.0% | Added | History |
| ANAutonation, Inc. | COM | 979,235 | $156.1M | 3.5% | +41,472+4.4% | Added | History |
| DHIHorton D R Inc | COM | 805,923 | $113.6M | 2.5% | −4,213−0.5% | Reduced | History |
| AMAntero Midstream Corp | Stock | 2,090,289 | $30.8M | 0.7% | −58,840−2.7% | Reduced | History |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 49,640 | $5.78M | 0.1% | +43,114+660.6% | Added | History |
| GOOGLAlphabet Inc. | Stock | 21,858 | $3.98M | 0.1% | 00.0% | Unchanged | History |
| HCAHCA Healthcare, Inc. | COM | 3,873 | $1.24M | <0.1% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 31,094 | $1.22M | <0.1% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 5,643 | $1.14M | <0.1% | −1,292,985−99.6% | Reduced | History |
| BACBank of America Corp | Stock | 22,532 | $896.1K | <0.1% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 3,790 | $695.2K | <0.1% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 2,200 | $425.1K | <0.1% | −500−18.5% | Reduced | History |
| PGRProgressive Corp | Stock | 1,746 | $362.7K | <0.1% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 610 | $310.6K | <0.1% | 00.0% | Unchanged | History |
| MARMarriott International Inc | Stock | 1,194 | $288.7K | <0.1% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 525 | $234.6K | <0.1% | 00.0% | Unchanged | History |
| AMATApplied Materials Inc | Stock | 961 | $226.8K | <0.1% | +961 | New | History |
Sold out since Q1 2024 (3)
Positions held at the end of Q1 2024 that are gone from this filing.