Brave Warrior Advisors, LLC
CIK 1553733 · Holdings on Jun 30, 2024 · First reported Aug 14, 2024
Top ten holdings
Q2 2024- ELV19.61%
- DFS10.03%
- PRI9.91%
- APO9.89%
- SNX8.50%
- FNF8.07%
- OMF7.81%
- LEN5.27%
- FG5.10%
- LAD4.78%
Share classes counted separately88.97%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- JPMWeight decreased · -5.41 pp5.44% → 0.03%Shares -1.29M (-99.57%)
- FNFWeight decreased · -2.01 pp10.08% → 8.07%Shares -1.71M (-18.83%)
- ELVWeight increased · +1.76 pp17.85% → 19.61%Shares -12.71K (-0.77%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 27
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | ELVELEVANCE HEALTH INC View history and evidence | $884.93M | 19.61% | 1.63M shares | 17.85% → 19.61%+1.76 pp -12.71K (-0.77%) | Reduced | ↗▾ |
| 02 | DFSDISCOVER FINANCIAL SERVICES View history and evidence | $452.73M | 10.03% | 3.46M shares | 9.08% → 10.03%+0.95 pp +150.90K (+4.56%) | Added | ↗▾ |
| 03 | PRIPRIMERICA INC View history and evidence | $447.14M | 9.91% | 1.89M shares | 10.66% → 9.91%-0.75 pp -125.04K (-6.21%) | Reduced | ↗▾ |
| 04 | APOAPOLLO GLOBAL MANAGEMENT INC View history and evidence | $446.27M | 9.89% | 3.78M shares | 8.95% → 9.89%+0.94 pp -24.68K (-0.65%) | Reduced | ↗▾ |
| 05 | SNXTD SYNNEX CORP View history and evidence | $383.36M | 8.50% | 3.32M shares | 7.24% → 8.50%+1.26 pp +260.96K (+8.53%) | Added | ↗▾ |
| 06 | FNFFIDELITY NATIONAL FINANCIALFNF GROUP COM View history and evidence | $364.10M | 8.07% | 7.37M shares | 10.08% → 8.07%-2.01 pp -1.71M (-18.83%) | Reduced | ↗▾ |
| 07 | OMFONEMAIN HOLDINGS INC View history and evidence | $352.53M | 7.81% | 7.27M shares | 7.13% → 7.81%+0.68 pp +597.91K (+8.96%) | Added | ↗▾ |
| 08 | LENLENNAR CORP-ACL A View history and evidence | $237.59M | 5.27% | 1.59M shares | 3.65% → 5.27%+1.62 pp +570.87K (+56.27%) | Added | ↗▾ |
| 09 | FGF&G ANNUITIES & LIFE INCCOMMON STOCK View history and evidence | $230.18M | 5.10% | 6.05M shares | 5.16% → 5.10%-0.06 pp -38.52K (-0.63%) | Reduced | ↗▾ |
| 10 | LADLITHIA MOTORS INC View history and evidence | $215.89M | 4.78% | 855.17K shares | 4.83% → 4.78%-0.05 pp +87.67K (+11.42%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| LPX LOUISIANA-PACIFIC CORP | Non-derivative | -224,598 | -$18.85M | SEC filing ↗ | SEC filing ↗ |
| WFC WELLS FARGO & CO | Non-derivative | -5,250 | -$304.29K | SEC filing ↗ | SEC filing ↗ |
| MA MASTERCARD INC - A | Non-derivative | -422 | -$203.22K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1553733 · Period 2024-06-30
Data loaded 2026-09-23 · First reported 2024-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 4512373895
}Take these holdings further.
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