Filed: 2/14/2025ACC: 0001172661-25-001122
📋 What this filing means
BRAVE WARRIOR ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 30 equity positions with a total reported market value of $4.02B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
30
Positions
$4.02B
Total AUM (reported)
44.65M
Total Shares
Allocation by class
COM$2.76B68.6%
FNF GROUP COM$335.33M8.3%
SPONSORED ADR$244.29M6.1%
CL A$243.70M6.1%
COMMON STOCK$223.79M5.6%
COM UNIT REP LTD$211.45M5.3%
CAP STK CL A$4.14M0.1%
Portfolio Concentration
Top 3$1.52B37.9%
4–10$1.91B47.6%
11–25$580.15M14.4%
Rest$1.27M0.0%
Top 3 weight
37.9%
Top 10 weight
85.5%
Voting Authority Distribution
Total shares with voting rights: 44.65M
Sole
Full voting authority
44.65M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole30
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings30
Rows:
ELEVANCE HEALTH INC
SOLEShares1.63M
TypeSH
Market value$601.30M
14.96%
Sole
1.63M
Shared
0.00
None
0.00
TD SYNNEX CORPORATION
SOLEShares4.15M
TypeSH
Market value$486.38M
12.10%
Sole
4.15M
Shared
0.00
None
0.00
DISCOVER FINL SVCS
SOLEShares2.52M
TypeSH
Market value$437.23M
10.88%
Sole
2.52M
Shared
0.00
None
0.00
ONEMAIN HLDGS INC
SOLEShares7.44M
TypeSH
Market value$387.73M
9.65%
Sole
7.44M
Shared
0.00
None
0.00
FIDELITY NATIONAL FINANCIAL
SOLEShares5.97M
TypeSH
Market value$335.33M
8.34%
Sole
5.97M
Shared
0.00
None
0.00
AUTONATION INC
SOLEShares1.46M
TypeSH
Market value$248.17M
6.17%
Sole
1.46M
Shared
0.00
None
0.00
RYANAIR HOLDINGS PLC
SOLEShares5.60M
TypeSH
Market value$244.29M
6.08%
Sole
5.60M
Shared
0.00
None
0.00
LENNAR CORP
SOLEShares1.77M
TypeSH
Market value$241.97M
6.02%
Sole
1.77M
Shared
0.00
None
0.00
PRIMERICA INC
SOLEShares853.86K
TypeSH
Market value$231.76M
5.77%
Sole
853.86K
Shared
0.00
None
0.00
F&G ANNUITIES & LIFE INC
SOLEShares5.40M
TypeSH
Market value$223.79M
5.57%
Sole
5.40M
Shared
0.00
None
0.00
LITHIA MTRS INC
SOLEShares612.57K
TypeSH
Market value$218.95M
5.45%
Sole
612.57K
Shared
0.00
None
0.00
MPLX LP
SOLEShares4.42M
TypeSH
Market value$211.45M
5.26%
Sole
4.42M
Shared
0.00
None
0.00
D R HORTON INC
SOLEShares781.53K
TypeSH
Market value$109.27M
2.72%
Sole
781.53K
Shared
0.00
None
0.00
ANTERO MIDSTREAM CORP
SOLEShares1.93M
TypeSH
Market value$29.17M
0.73%
Sole
1.93M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares21.86K
TypeSH
Market value$4.14M
0.10%
Sole
21.86K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares5.64K
TypeSH
Market value$1.35M
0.03%
Sole
5.64K
Shared
0.00
None
0.00
COMCAST CORP NEW
SOLEShares31.09K
TypeSH
Market value$1.17M
0.03%
Sole
31.09K
Shared
0.00
None
0.00
HCA HEALTHCARE INC
SOLEShares3.37K
TypeSH
Market value$1.01M
0.03%
Sole
3.37K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares3.79K
TypeSH
Market value$721.8K
0.02%
Sole
3.79K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares14.53K
TypeSH
Market value$638.7K
0.02%
Sole
14.53K
Shared
0.00
None
0.00
ICON PLC
SOLEShares3K
TypeSH
Market value$629.1K
0.02%
Sole
3K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.27K
TypeSH
Market value$537.4K
0.01%
Sole
1.27K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares1.75K
TypeSH
Market value$418.4K
0.01%
Sole
1.75K
Shared
0.00
None
0.00
ALLY FINL INC
SOLEShares10K
TypeSH
Market value$360.1K
<0.01%
Sole
10K
Shared
0.00
None
0.00
MARRIOTT INTL INC NEW
SOLEShares1.19K
TypeSH
Market value$333.1K
<0.01%
Sole
1.19K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ELEVANCE HEALTH INCSOLE | COM | 1.63M | SH | $601.30M 14.96% | 1.63M | 0.00 | 0.00 |
TD SYNNEX CORPORATIONSOLE | COM | 4.15M | SH | $486.38M 12.10% | 4.15M | 0.00 | 0.00 |
DISCOVER FINL SVCSSOLE | COM | 2.52M | SH | $437.23M 10.88% | 2.52M | 0.00 | 0.00 |
ONEMAIN HLDGS INCSOLE | COM | 7.44M | SH | $387.73M 9.65% | 7.44M | 0.00 | 0.00 |
FIDELITY NATIONAL FINANCIALSOLE | FNF GROUP COM | 5.97M | SH | $335.33M 8.34% | 5.97M | 0.00 | 0.00 |
AUTONATION INCSOLE | COM | 1.46M | SH | $248.17M 6.17% | 1.46M | 0.00 | 0.00 |
RYANAIR HOLDINGS PLCSOLE | SPONSORED ADR | 5.60M | SH | $244.29M 6.08% | 5.60M | 0.00 | 0.00 |
LENNAR CORPSOLE | CL A | 1.77M | SH | $241.97M 6.02% | 1.77M | 0.00 | 0.00 |
PRIMERICA INCSOLE | COM | 853.86K | SH | $231.76M 5.77% | 853.86K | 0.00 | 0.00 |
F&G ANNUITIES & LIFE INCSOLE | COMMON STOCK | 5.40M | SH | $223.79M 5.57% | 5.40M | 0.00 | 0.00 |
LITHIA MTRS INCSOLE | COM | 612.57K | SH | $218.95M 5.45% | 612.57K | 0.00 | 0.00 |
MPLX LPSOLE | COM UNIT REP LTD | 4.42M | SH | $211.45M 5.26% | 4.42M | 0.00 | 0.00 |
D R HORTON INCSOLE | COM | 781.53K | SH | $109.27M 2.72% | 781.53K | 0.00 | 0.00 |
ANTERO MIDSTREAM CORPSOLE | COM | 1.93M | SH | $29.17M 0.73% | 1.93M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 21.86K | SH | $4.14M 0.10% | 21.86K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 5.64K | SH | $1.35M 0.03% | 5.64K | 0.00 | 0.00 |
COMCAST CORP NEWSOLE | CL A | 31.09K | SH | $1.17M 0.03% | 31.09K | 0.00 | 0.00 |
HCA HEALTHCARE INCSOLE | COM | 3.37K | SH | $1.01M 0.03% | 3.37K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 3.79K | SH | $721.8K 0.02% | 3.79K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 14.53K | SH | $638.7K 0.02% | 14.53K | 0.00 | 0.00 |
ICON PLCSOLE | SHS | 3K | SH | $629.1K 0.02% | 3K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.27K | SH | $537.4K 0.01% | 1.27K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 1.75K | SH | $418.4K 0.01% | 1.75K | 0.00 | 0.00 |
ALLY FINL INCSOLE | COM | 10K | SH | $360.1K <0.01% | 10K | 0.00 | 0.00 |
MARRIOTT INTL INC NEWSOLE | CL A | 1.19K | SH | $333.1K <0.01% | 1.19K | 0.00 | 0.00 |
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