Brave Warrior Advisors, Llc (Glenn Greenberg)
Basic Stats
Market Value
4.02B
Top 10 (%)
85.5%
Portfolio Size (Change from Prev.)
30 (-2)
Avg. Holding Period
14 years
Turnover
0.2%
Industry Breakdown
Personal Credit Institutions
20.5%
Hospital & Medical Service Plans
15.0%
Wholesale-computers & Peripheral Equipment & Software
12.1%
Retail-auto Dealers & Gasoline Stations
11.6%
Life Insurance
11.3%
Title Insurance
8.3%
Air Transportation, Scheduled
6.1%
General Bldg Contractors - Residential Bldgs
6.0%
Pipe Lines (no Natural Gas)
5.3%
Operative Builders
2.7%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 ELV | Elevance Health Inc | 601.30M | 15.0% | 1.6M | -0.7% | -11.4K | 369.00 | 0.7% |
 SNX | Td Synnex Corporation | 486.38M | 12.1% | 4.1M | 12.2% | 451.6K | 117.00 | 4.9% |
 DFS | Discover Finl Svcs | 437.23M | 10.9% | 2.5M | -26.9% | -930.7K | 173.00 | 1.0% |
 OMF | Onemain Hldgs Inc | 387.73M | 9.6% | 7.4M | 0.5% | 35.4K | 52.00 | 6.2% |
 FNF | Fidelity National Financial | 335.33M | 8.3% | 6.0M | -0.6% | -37.2K | 56.00 | 2.2% |
 AN | Autonation Inc | 248.17M | 6.2% | 1.5M | 50.3% | 488.9K | 170.00 | 3.7% |
 RYAAY | Ryanair Holdings Plc | 244.29M | 6.1% | 5.6M | 9.8% | 500.2K | 44.00 | 0.5% |
 LEN | Lennar Corp | 241.97M | 6.0% | 1.8M | -0.4% | -6.5K | 136.00 | 0.7% |
 PRI | Primerica Inc | 231.76M | 5.8% | 853.9K | -41.5% | -606.3K | 271.00 | 2.6% |
 FG | F&g Annuities & Life Inc | 223.79M | 5.6% | 5.4M | -1.0% | -55.7K | 41.00 | 4.4% |
 LAD | Lithia Mtrs Inc | 218.95M | 5.4% | 612.6K | -28.3% | -242.0K | 357.00 | 2.3% |
 MPLX | Mplx Lp | 211.45M | 5.3% | 4.4M | -0.3% | -14.8K | 48.00 | 0.4% |
 DHI | D R Horton Inc | 109.27M | 2.7% | 781.5K | -2.7% | -21.5K | 140.00 | 0.2% |
 AM | Antero Midstream Corp | 29.17M | 0.7% | 1.9M | 1.8% | 33.9K | 15.00 | 0.4% |
 GOOGL | Alphabet Inc | 4.14M | 0.1% | 21.9K | — | — | 189.00 | 0.0% |