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Brave Warrior Advisors, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
AUTONATION, INC. ANCommon121,178-129,10219,947,111,000-13,680,510,0000.53  Hist 06/30/2023
HCA Healthcare, Inc. HCACOM1,373-37,279416,678,000-9,775,081,0000.01  Hist 06/30/2023
First American Financial Corp FAFCOMMON STOCK6,400-41,500364,928,000-2,301,186,0000.01  Hist 06/30/2023
LENNAR CORP /NEW/ LENCL A723,116-151,77490,613,666,000-1,346,022,0002.39  Hist 06/30/2023
BRUNSWICK CORP BCCommon6,828-5,500591,578,000-419,318,0000.020.01 Hist 06/30/2023
MICROSOFT CORP MSFTCommon1,225-475417,161,000-72,949,0000.010.00 Hist 06/30/2023
Alphabet Inc. GOOGCOM6,900-1,250834,693,000-12,907,0000.02  Hist 06/30/2023
AMAZON COM INC AMZNCommon2,700-500351,972,00021,444,0000.01  Hist 06/30/2023
Alphabet Inc. GOOGLCOM21,838-1,2502,614,009,000219,091,0000.07  Hist 06/30/2023
ASBURY AUTOMOTIVE GROUP INC ABGCommon276,566-36966,491,998,0008,335,648,0001.761.28 Hist 06/30/2023
HORTON D R INC /DE/ DHICommon1,423,724-156,843173,252,974,00018,847,384,0004.580.41 Hist 06/30/2023
RAYMOND JAMES FINANCIAL INC RJFCommon2,164,307-12,203224,590,137,00021,587,049,0005.931.02 Hist 06/30/2023
JPMORGAN CHASE & CO JPMCommon1,687,718-10,029245,461,706,00024,228,294,0006.49  Hist 06/30/2023
F&G Annuities & Life, Inc. FGCommon6,794,158-39,800168,359,235,00044,527,916,0004.455.37 Hist 06/30/2023
Primerica, Inc. PRICommon2,144,014-7,135424,000,209,00053,486,305,00011.205.92 Hist 06/30/2023
Apollo Global Management, Inc. APOLP7,874,383-35,755604,831,358,000105,227,042,00015.981.39 Hist 06/30/2023
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