Investor Details
| Filer Name: | BRAVE WARRIOR ADVISORS, LLC |
|---|---|
| CIK: | 1553733 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 30 |
| Portfolio Value: | $4.02B |
Brave Warrior Advisors, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| ELV | US | ELEVANCE HEALTH INC | 1,629,977 | $601M | 14.96% | -0.7% | - |
| SNX | US | TD SYNNEX CORP | 4,147,172 | $486M | 12.10% | 12.2% | - |
| DFS | US | DISCOVER FINANCIAL SERVICES | 2,523,965 | $437M | 10.88% | -26.9% | - |
| OMF | US | ONEMAIN HOLDINGS INC | 7,437,670 | $388M | 9.65% | 0.5% | - |
| FNF | US | FIDELITY NATIONAL FINANCIAL | 5,973,131 | $335M | 8.34% | -0.6% | - |
| AN | US | AUTONATION INC | 1,461,213 | $248M | 6.17% | 50.3% | - |
| RYAAY | US | RYANAIR HOLDINGS PLC-SP ADR | 5,604,258 | $244M | 6.08% | 9.8% | - |
| LEN | US | LENNAR CORP-A | 1,774,390 | $242M | 6.02% | -0.4% | - |
| PRI | US | PRIMERICA INC | 853,864 | $232M | 5.77% | -41.5% | - |
| FG | US | F&G ANNUITIES & LIFE INC | 5,400,441 | $224M | 5.57% | -1.0% | - |
| LAD | US | LITHIA MOTORS INC | 612,566 | $219M | 5.45% | -28.3% | - |
| MPLX | US | MPLX LP | 4,418,154 | $211M | 5.26% | -0.3% | - |
| DHI | US | DR HORTON INC | 781,527 | $109M | 2.72% | -2.7% | - |
| AM | US | ANTERO MIDSTREAM CORP | 1,932,840 | $29M | 0.73% | 1.8% | - |
| GOOGL | US | ALPHABET INC-CL A | 21,858 | $4M | 0.10% | - | - |
| HCA | US | HCA HEALTHCARE INC | 3,373 | $1M | 0.03% | - | - |
| JPM | US | JPMORGAN CHASE & CO | 5,643 | $1M | 0.03% | - | - |
| CMCSA | US | COMCAST CORP-CLASS A | 31,094 | $1M | 0.03% | - | - |
| BAC | US | BANK OF AMERICA CORP | 14,532 | $1M | 0.02% | -35.5% | - |
| ICLR | US | ICON PLC | 3,000 | $1M | 0.02% | 100.0% | - |