Brave Warrior Advisors, LLC
- SEC CIK
- 0001553733
- Latest filing
- Aug 14, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 32
- +5 vs. Q2 2024
- Portfolio value
- $4.82B
- +$307.6M (+6.8%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ELVElevance Health, Inc. | Stock | 1,641,413 | $853.5M | 17.7% | +8,286+0.5% | Added | History |
| DFSDiscover Financial Services | COM | 3,454,706 | $484.7M | 10.1% | −6,266−0.2% | Reduced | History |
| SNXTD Synnex Corp | COM | 3,695,615 | $443.8M | 9.2% | +373,569+11.2% | Added | History |
| PRIPrimerica, Inc. | Stock | 1,460,171 | $387.2M | 8.0% | −429,842−22.7% | Reduced | History |
| FNFFidelity National Financial, Inc. | COM SHS | 6,010,352 | $373.0M | 7.7% | −1,357,181−18.4% | Reduced | History |
| OMFOneMain Holdings, Inc. | COM | 7,402,222 | $348.4M | 7.2% | +132,045+1.8% | Added | History |
| LENLennar Corp | CL A | 1,780,852 | $333.9M | 6.9% | +195,540+12.3% | Added | History |
| APOApollo Global Management, Inc. | COM | 2,277,466 | $284.5M | 5.9% | −1,502,235−39.7% | Reduced | History |
| LADLithia Motors Inc | COM | 854,551 | $271.4M | 5.6% | −621−0.1% | Reduced | History |
| FGF&G Annuities & Life, Inc. | COMMON STOCK | 5,456,170 | $244.0M | 5.1% | −593,194−9.8% | Reduced | History |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 5,104,019 | $230.6M | 4.8% | +4,979,919+4,012.8% | AddedConverted for a 5-for-2 split | History |
| MPLXMPLX LP | COM UNIT REP LTD | 4,432,966 | $197.1M | 4.1% | +197,488+4.7% | Added | History |
| ANAutonation, Inc. | COM | 972,309 | $174.0M | 3.6% | −6,926−0.7% | Reduced | History |
| DHIHorton D R Inc | COM | 803,061 | $153.2M | 3.2% | −2,862−0.4% | Reduced | History |
| AMAntero Midstream Corp | Stock | 1,898,932 | $28.6M | 0.6% | −191,357−9.2% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 21,858 | $3.63M | 0.1% | 00.0% | Unchanged | History |
| HCAHCA Healthcare, Inc. | COM | 3,373 | $1.37M | <0.1% | −500−12.9% | Reduced | History |
| CMCSAComcast Corp | Stock | 31,094 | $1.30M | <0.1% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 5,643 | $1.19M | <0.1% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 22,532 | $894.1K | <0.1% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 3,790 | $633.6K | <0.1% | 00.0% | Unchanged | History |
| DLTRDollar Tree, Inc. | COM | 7,126 | $501.1K | <0.1% | +7,126 | New | History |
| PGRProgressive Corp | Stock | 1,746 | $443.1K | <0.1% | 00.0% | Unchanged | History |
| ALLYAlly Financial Inc. | Stock | 10,000 | $355.9K | <0.1% | +10,000 | New | History |
| MARMarriott International Inc | Stock | 1,194 | $296.8K | <0.1% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 499 | $291.8K | <0.1% | −111−18.2% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 1,400 | $260.9K | <0.1% | −800−36.4% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 525 | $225.9K | <0.1% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 471 | $223.5K | <0.1% | +471 | New | History |
| TXNTexas Instruments Inc | Stock | 1,010 | $208.6K | <0.1% | +1,010 | New | History |
| MAMastercard Inc | Stock | 422 | $208.4K | <0.1% | +422 | New | History |
| SPGIS&P Global Inc. | Stock | 401 | $207.2K | <0.1% | +401 | New | History |
Sold out since Q2 2024 (1)
Positions held at the end of Q2 2024 that are gone from this filing.