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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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36 |
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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 |
|
ANTM |
Anthem Inc |
1 |
- |
$345.96 |
$592,603,000 |
1,834,002 |
13.76% |
160,992,000 |
724,349 |
0.729 |
N/A |
|
|
SNX |
Synnex Corp |
2 |
- |
$148.98 |
$536,329,000 |
3,275,293 |
12.45% |
24,937,000 |
-493,258 |
3.411 |
Technical & System So... |
|
|
OMF |
OneMain Holdings Inc |
3 |
- |
$67.96 |
$440,064,000 |
7,794,270 |
10.22% |
-8,531,000 |
-75,815 |
5.802 |
Credit Services |
|
|
SLM |
SLM Corp |
4 |
- |
$26.88 |
$322,733,000 |
11,659,418 |
7.49% |
-22,903,000 |
1,118,513 |
3.107 |
Credit Services |
|
|
AN |
AutoNation Inc |
5 |
- |
$206.61 |
$265,596,000 |
1,214,043 |
6.17% |
24,334,000 |
-467 |
1.382 |
Auto Dealerships |
|
|
LEN |
Lennar Corp |
6 |
- |
$112.23 |
$252,774,000 |
2,005,506 |
5.87% |
14,174,000 |
-151,621 |
0.729 |
Residential Construct... |
|
|
RYAAY |
Ryanair Holdings Plc (ADR) |
7 |
- |
$70.52 |
$245,953,000 |
4,084,246 |
5.71% |
-64,259,000 |
-1,294,843 |
0.754 |
Regional Airlines |
|
|
MPLX |
Mplx Lp |
8 |
- |
$54.47 |
$223,150,000 |
4,467,474 |
5.18% |
2,943,000 |
192,441 |
0.43 |
Oil & Gas Pipelines &... |
|
|
BLDR |
Builders Firstsource Inc |
9 |
- |
$103.51 |
$218,902,000 |
1,805,381 |
5.08% |
5,679,000 |
-21,880 |
0.872 |
Home Improvement Stores |
|
|
FNF |
Fidelity National Financial... |
10 |
- |
$55.90 |
$211,069,000 |
3,489,314 |
4.9% |
15,579,000 |
2,156 |
1.188 |
Surety & Title Insurance |
|
|
PRI |
Primerica, Inc. |
11 |
- |
$258.90 |
$209,022,000 |
752,989 |
4.85% |
-16,480,000 |
-71,003 |
1.916 |
Investment Brokerage ... |
|
|
COF |
Capital One Financial Corp |
12 |
- |
$239.50 |
$205,082,000 |
964,730 |
4.76% |
-184,905,000 |
-868,261 |
0.151 |
Credit Services |
|
|
MRP |
Millrose Properties, Inc. |
13 |
- |
$29.78 |
$180,674,000 |
5,375,592 |
4.19% |
-43,463,000 |
-2,486,098 |
3.487 |
N/A |
|
|
FG |
F&g Annuities & Life, Inc. |
14 |
- |
$32.83 |
$163,197,000 |
5,218,977 |
3.79% |
-3,827,000 |
-3,788 |
3.976 |
N/A |
|
|
DHI |
DR Horton Inc |
15 |
- |
$152.00 |
$120,100,000 |
708,681 |
2.79% |
-28,967,000 |
-447,591 |
0.195 |
Residential Construct... |
|
|
KNTK |
Kinetik Holdings Inc |
16 |
New |
$34.53 |
$68,766,000 |
1,608,928 |
1.6% |
68,766,000 |
1,608,928 |
2.693 |
N/A |
|
|
AMGP |
Antero Midstream GP LP |
17 |
- |
$17.66 |
$36,262,000 |
1,865,330 |
0.84% |
299,000 |
-32,446 |
0.368 |
N/A |
|
|
GOOGL |
Alphabet Inc |
18 |
- |
$296.72 |
$5,314,000 |
21,858 |
0.12% |
1,462,000 |
0 |
0 |
Search Engines & Info... |
|
|
JPM |
JP Morgan Chase & Co |
19 |
- |
$314.98 |
$1,780,000 |
5,643 |
0.04% |
144,000 |
0 |
0 |
Domestic Money Center... |
|
|
HCA |
HCA Holdings Inc |
20 |
- |
$471.85 |
$1,672,000 |
3,923 |
0.04% |
169,000 |
0 |
0.001 |
Hospitals |
|
|
BAC |
Bank of America Corp |
21 |
- |
$54.55 |
$1,369,000 |
26,532 |
0.03% |
114,000 |
0 |
0 |
Domestic Money Center... |
|
|
CMCSA |
Comcast Corp |
22 |
- |
$30.32 |
$977,000 |
31,094 |
0.02% |
-133,000 |
0 |
0.001 |
CATV Systems |
|
|
GOOG |
Alphabet Inc |
23 |
- |
$298.06 |
$923,000 |
3,790 |
0.02% |
251,000 |
0 |
0 |
Search Engines & Info... |
|
|
USB |
US Bancorp Delaware |
24 |
- |
$53.74 |
$725,000 |
15,000 |
0.02% |
46,000 |
0 |
0.001 |
Domestic Regional Banks |
|
|
ICLR |
ICON plc (ADR) |
25 |
- |
$179.34 |
$525,000 |
3,000 |
0.01% |
-202,000 |
-2,000 |
0.004 |
Research Services |
|
|
PGR |
Progressive Corp |
26 |
- |
$227.27 |
$431,000 |
1,746 |
0.01% |
-35,000 |
0 |
0 |
Property & Casualty I... |
|
|
MAR |
Marriott International Inc |
27 |
- |
$310.07 |
$311,000 |
1,194 |
0.01% |
-15,000 |
0 |
0 |
Lodging |
|
|
AMZN |
Amazon.com Inc |
28 |
- |
$221.27 |
$307,000 |
1,400 |
0.01% |
0 |
0 |
0 |
Internet Software & S... |
|
|
MSFT |
Microsoft Corp |
29 |
- |
$476.12 |
$272,000 |
525 |
0.01% |
11,000 |
0 |
0 |
Application Software |
|
|
META |
Meta Platforms Inc |
30 |
- |
$649.50 |
$248,000 |
338 |
0.01% |
-1,000 |
0 |
0 |
Internet Service Prov... |
|
|
MA |
MasterCard Inc A |
31 |
- |
$565.47 |
$240,000 |
422 |
0.01% |
3,000 |
0 |
0 |
Business Services |
|
|
MCO |
Moodys Corp |
32 |
- |
$499.02 |
$224,000 |
471 |
0.01% |
-12,000 |
0 |
0 |
Business Services |
|
|
V |
Visa Inc |
33 |
- |
$344.41 |
$211,000 |
618 |
0% |
-8,000 |
0 |
0 |
Business Services |
|
|
SPGI |
S&P Global Inc |
36 |
Closed |
$510.59 |
$0 |
0 |
0% |
-211,000 |
-401 |
0 |
Publishing |
|
|
TXN |
Texas Instruments Inc |
35 |
Closed |
$174.49 |
$0 |
0 |
0% |
-210,000 |
-1,010 |
0 |
Semiconductor- Broad... |
|
|
UNH |
Unitedhealth Group Inc |
34 |
Closed |
$331.63 |
$0 |
0 |
0% |
-468,000 |
-1,499 |
0 |
Health Care Plans |
|
