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| Name: |
BRAVE WARRIOR ADVISORS, LLC |
| City: |
NEW YORK |
| State: |
NY |
| Zip: |
10017 |
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| Holdings
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38 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SNX |
Synnex Corp |
1 |
- |
$147.53 |
$511,392,000 |
3,768,551 |
11.72% |
87,603,000 |
-307,915 |
3.925 |
Technical & System So... |
|
|
OMF |
OneMain Holdings Inc |
2 |
- |
$58.17 |
$448,595,000 |
7,870,085 |
10.28% |
89,638,000 |
526,449 |
5.859 |
Credit Services |
|
|
ANTM |
Anthem Inc |
3 |
- |
$309.32 |
$431,611,000 |
1,109,653 |
9.89% |
-254,569,000 |
-467,917 |
0.441 |
N/A |
|
|
COF |
Capital One Financial Corp |
4 |
- |
$216.20 |
$389,987,000 |
1,832,991 |
8.94% |
276,750,000 |
1,201,438 |
0.401 |
Credit Services |
|
|
SLM |
SLM Corp |
5 |
- |
$30.63 |
$345,636,000 |
10,540,905 |
7.92% |
67,932,000 |
1,085,531 |
2.809 |
Credit Services |
|
|
RYAAY |
Ryanair Holdings Plc (ADR) |
6 |
- |
$65.68 |
$310,212,000 |
5,379,089 |
7.11% |
78,156,000 |
-97,800 |
0.992 |
Regional Airlines |
|
|
AN |
AutoNation Inc |
7 |
- |
$207.18 |
$241,262,000 |
1,214,510 |
5.53% |
58,283,000 |
84,455 |
1.382 |
Auto Dealerships |
|
|
LEN |
Lennar Corp |
8 |
- |
$131.43 |
$238,600,000 |
2,157,127 |
5.47% |
-12,723,000 |
-32,481 |
0.784 |
Residential Construct... |
|
|
PRI |
Primerica, Inc. |
9 |
- |
$262.39 |
$225,502,000 |
823,992 |
5.17% |
-11,982,000 |
-10,662 |
2.097 |
Investment Brokerage ... |
|
|
MRP |
Millrose Properties, Inc. |
10 |
- |
$31.81 |
$224,137,000 |
7,861,690 |
5.14% |
13,149,000 |
-97,123 |
5.099 |
N/A |
|
|
MPLX |
Mplx Lp |
11 |
- |
$49.42 |
$220,207,000 |
4,275,033 |
5.05% |
-13,359,000 |
-89,053 |
0.411 |
Oil & Gas Pipelines &... |
|
|
BLDR |
Builders Firstsource Inc |
12 |
- |
$136.52 |
$213,223,000 |
1,827,261 |
4.89% |
58,100,000 |
585,683 |
0.882 |
Home Improvement Stores |
|
|
FNF |
Fidelity National Financial... |
13 |
- |
$58.69 |
$195,490,000 |
3,487,158 |
4.48% |
-34,500,000 |
-46,803 |
1.187 |
Surety & Title Insurance |
|
|
FG |
F&g Annuities & Life, Inc. |
14 |
- |
$34.17 |
$167,024,000 |
5,222,765 |
3.83% |
-23,650,000 |
-66,398 |
3.979 |
N/A |
|
|
DHI |
DR Horton Inc |
15 |
- |
$165.16 |
$149,067,000 |
1,156,272 |
3.42% |
-310,000 |
-18,725 |
0.318 |
Residential Construct... |
|
|
AMGP |
Antero Midstream GP LP |
16 |
- |
$17.55 |
$35,963,000 |
1,897,776 |
0.82% |
1,429,000 |
-20,752 |
0.374 |
N/A |
|
|
GOOGL |
Alphabet Inc |
17 |
- |
$203.50 |
$3,852,000 |
21,858 |
0.09% |
472,000 |
0 |
0 |
Search Engines & Info... |
|
|
JPM |
JP Morgan Chase & Co |
18 |
- |
$291.53 |
$1,636,000 |
5,643 |
0.04% |
252,000 |
0 |
0 |
Domestic Money Center... |
|
|
HCA |
HCA Holdings Inc |
19 |
- |
$393.62 |
$1,503,000 |
3,923 |
0.03% |
839,000 |
2,000 |
0.001 |
Hospitals |
|
|
BAC |
Bank of America Corp |
20 |
- |
$47.92 |
$1,255,000 |
26,532 |
0.03% |
649,000 |
12,000 |
0 |
Domestic Money Center... |
|
|
CMCSA |
Comcast Corp |
21 |
- |
$33.43 |
$1,110,000 |
31,094 |
0.03% |
-37,000 |
0 |
0.001 |
CATV Systems |
|
|
ICLR |
ICON plc (ADR) |
22 |
- |
$178.56 |
$727,000 |
5,000 |
0.02% |
-148,000 |
0 |
0.006 |
Research Services |
|
|
USB |
US Bancorp Delaware |
23 |
New |
$46.11 |
$679,000 |
15,000 |
0.02% |
679,000 |
15,000 |
0.001 |
Domestic Regional Banks |
|
|
GOOG |
Alphabet Inc |
24 |
- |
$204.29 |
$672,000 |
3,790 |
0.02% |
80,000 |
0 |
0 |
Search Engines & Info... |
|
|
UNH |
Unitedhealth Group Inc |
25 |
- |
$308.49 |
$468,000 |
1,499 |
0.01% |
207,000 |
1,000 |
0 |
Health Care Plans |
|
|
PGR |
Progressive Corp |
26 |
- |
$247.09 |
$466,000 |
1,746 |
0.01% |
-28,000 |
0 |
0 |
Property & Casualty I... |
|
|
MAR |
Marriott International Inc |
27 |
- |
$266.26 |
$326,000 |
1,194 |
0.01% |
42,000 |
0 |
0 |
Lodging |
|
|
AMZN |
Amazon.com Inc |
28 |
- |
$231.49 |
$307,000 |
1,400 |
0.01% |
41,000 |
0 |
0 |
Internet Software & S... |
|
|
MSFT |
Microsoft Corp |
29 |
- |
$517.10 |
$261,000 |
525 |
0.01% |
-218,000 |
-750 |
0 |
Application Software |
|
|
META |
Meta Platforms Inc |
30 |
New |
$767.37 |
$249,000 |
338 |
0.01% |
249,000 |
338 |
0 |
Internet Service Prov... |
|
|
MA |
MasterCard Inc A |
31 |
- |
$584.14 |
$237,000 |
422 |
0.01% |
6,000 |
0 |
0 |
Business Services |
|
|
MCO |
Moodys Corp |
32 |
- |
$509.22 |
$236,000 |
471 |
0.01% |
17,000 |
0 |
0 |
Business Services |
|
|
V |
Visa Inc |
33 |
- |
$342.74 |
$219,000 |
618 |
0.01% |
2,000 |
0 |
0 |
Business Services |
|
|
SPGI |
S&P Global Inc |
34 |
- |
$551.21 |
$211,000 |
401 |
0% |
7,000 |
0 |
0 |
Publishing |
|
|
TXN |
Texas Instruments Inc |
35 |
New |
$194.33 |
$210,000 |
1,010 |
0% |
210,000 |
1,010 |
0 |
Semiconductor- Broad... |
|
|
ALLY |
Ally Financial Inc |
36 |
Closed |
$38.40 |
$0 |
0 |
0% |
-365,000 |
-10,000 |
0 |
Mortgage Investment |
|
|
DFS |
Discover Financial Services |
38 |
Closed |
$124.27 |
$0 |
0 |
0% |
-274,636,000 |
-1,608,880 |
0 |
Credit Services |
|
|
LAD |
Lithia Motors Inc |
37 |
Closed |
$304.57 |
$0 |
0 |
0% |
-112,100,000 |
-381,889 |
0 |
Auto Dealerships |
|
