Q4 2024 · 13F-HR
Brave Warrior Advisors, LLCholdings as filed
Filed 2025-02-14 · accession 0001172661-25-001122
$4.02B
Reported value
30
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 036752103 | ELV | ELEVANCE HEALTH INC | $601.3M | 15.0% | 1,629,977 | Common | SOLE |
| 87162W100 | SNX | TD SYNNEX CORPORATION | $486.4M | 12.1% | 4,147,172 | Common | SOLE |
| 254709108 | DFSEUR | DISCOVER FINL SVCS | $437.2M | 10.9% | 2,523,965 | Common | SOLE |
| 68268W103 | OMF | ONEMAIN HLDGS INC | $387.7M | 9.65% | 7,437,670 | Common | SOLE |
| 31620R303 | FNF | FIDELITY NATIONAL FINANCIAL | $335.3M | 8.34% | 5,973,131 | Common | SOLE |
| 05329W102 | AN | AUTONATION INC | $248.2M | 6.17% | 1,461,213 | Common | SOLE |
| 783513203 | RYAAY | RYANAIR HOLDINGS PLC | $244.3M | 6.08% | 5,604,258 | Common | SOLE |
| 526057104 | LEN | LENNAR CORP | $242.0M | 6.02% | 1,774,390 | Common | SOLE |
| 74164M108 | PRI | PRIMERICA INC | $231.8M | 5.77% | 853,864 | Common | SOLE |
| 30190A104 | FG | F&G ANNUITIES & LIFE INC | $223.8M | 5.57% | 5,400,441 | Common | SOLE |
| 536797103 | LAD | LITHIA MTRS INC | $218.9M | 5.45% | 612,566 | Common | SOLE |
| 55336V100 | MPLX | MPLX LP | $211.5M | 5.26% | 4,418,154 | Common | SOLE |
| 23331A109 | DHI | D R HORTON INC | $109.3M | 2.72% | 781,527 | Common | SOLE |
| 03676B102 | AM | ANTERO MIDSTREAM CORP | $29.2M | 0.73% | 1,932,840 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $4.1M | 0.10% | 21,858 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $1.4M | 0.03% | 5,643 | Common | SOLE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $1.2M | 0.03% | 31,094 | Common | SOLE |
| 40412C101 | HCA | HCA HEALTHCARE INC | $1.0M | 0.03% | 3,373 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $721,768 | 0.02% | 3,790 | Common | SOLE |
| 060505104 | BAC | BANK AMERICA CORP | $638,681 | 0.02% | 14,532 | Common | SOLE |
| G4705A100 | ICLR | ICON PLC | $629,130 | 0.02% | 3,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $537,412 | 0.01% | 1,275 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP | $418,359 | 0.01% | 1,746 | Common | SOLE |
| 02005N100 | ALLY | ALLY FINL INC | $360,100 | 0.01% | 10,000 | Common | SOLE |
| 571903202 | MAR | MARRIOTT INTL INC NEW | $333,054 | 0.01% | 1,194 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $307,146 | 0.01% | 1,400 | Common | SOLE |
| 14040H105 | COF | CAPITAL ONE FINL CORP | $267,480 | 0.01% | 1,500 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $252,424 | 0.01% | 499 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $222,957 | 0.01% | 471 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $222,213 | 0.01% | 422 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.