Brave Warrior Advisors, Llc (Glenn Greenberg)
Basic Stats
Market Value
4.37B
Top 10 (%)
73.4%
Portfolio Size (Change from Prev.)
35 (4)
Avg. Holding Period
15 years
Turnover
0.1%
Industry Breakdown
Personal Credit Institutions
20.9%
Hospital & Medical Service Plans
15.7%
Life Insurance
9.8%
Wholesale-computers & Peripheral Equipment & Software
9.7%
Retail-auto Dealers & Gasoline Stations
6.8%
General Bldg Contractors - Residential Bldgs
5.8%
Pipe Lines (no Natural Gas)
5.3%
Air Transportation, Scheduled
5.3%
Title Insurance
5.3%
Real Estate
4.8%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 ELV | Elevance Health Inc | 686.18M | 15.7% | 1.6M | -3.2% | -52.4K | 435.00 | 0.7% |
 SNX | Td Synnex Corporation | 423.79M | 9.7% | 4.1M | -1.7% | -70.7K | 104.00 | 4.9% |
 OMF | Onemain Hldgs Inc | 358.96M | 8.2% | 7.3M | -1.3% | -94.0K | 49.00 | 6.2% |
 SLM | Slm Corp | 277.70M | 6.4% | 9.5M | New Buy | 9.5M | 29.00 | 4.5% |
 DFS | Discover Finl Svcs | 274.64M | 6.3% | 1.6M | -36.3% | -915.1K | 171.00 | 0.6% |
 LEN | Lennar Corp | 251.32M | 5.8% | 2.2M | 23.4% | 415.2K | 115.00 | 0.8% |
 PRI | Primerica Inc | 237.48M | 5.4% | 834.7K | -2.2% | -19.2K | 285.00 | 2.5% |
 MPLX | Mplx Lp | 233.57M | 5.3% | 4.4M | -1.2% | -54.1K | 54.00 | 0.4% |
 RYAAY | Ryanair Holdings Plc | 232.06M | 5.3% | 5.5M | -2.3% | -127.4K | 42.00 | 0.5% |
 FNF | Fidelity National Financial | 229.99M | 5.3% | 3.5M | -40.8% | -2.4M | 65.00 | 1.3% |
 MRP | Millrose Pptys Inc | 210.99M | 4.8% | 8.0M | New Buy | 8.0M | 27.00 | 4.8% |
 FG | F&g Annuities & Life Inc | 190.67M | 4.4% | 5.3M | -2.1% | -111.3K | 36.00 | 4.2% |
 AN | Autonation Inc | 182.98M | 4.2% | 1.1M | -22.7% | -331.2K | 162.00 | 2.9% |
 BLDR | Builders Firstsource Inc | 155.12M | 3.6% | 1.2M | New Buy | 1.2M | 125.00 | 1.1% |
 DHI | D R Horton Inc | 149.38M | 3.4% | 1.2M | 50.3% | 393.5K | 127.00 | 0.4% |