HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ELEVANCE HEALTH INC |
1,756,653 | +129,055 | $828,367 |
| ELV | 1,756,653 | +129,055 | $828,367 |
| FIDELITY NATIONAL FINANCIAL |
9,450,324 | -45,848 | $482,156 |
| FNF | 9,450,324 | -45,848 | $482,156 |
| PRIMERICA INC |
2,113,726 | -2,280 | $434,920 |
| PRI | 2,113,726 | -2,280 | $434,920 |
| APOLLO GLOBAL MGMT INC |
4,503,321 | -2,286,975 | $419,664 |
| APO | 4,503,321 | -2,286,975 | $419,664 |
| ONEMAIN HLDGS INC |
6,416,800 | +1,118,166 | $315,707 |
| OMF | 6,416,800 | +1,118,166 | $315,707 |
| DISCOVER FINL SVCS |
2,633,167 | +251,909 | $295,968 |
| DFS | 2,633,167 | +251,909 | $295,968 |
| F&G ANNUITIES & LIFE INC |
6,217,094 | -472,822 | $285,986 |
| FG | 6,217,094 | -472,822 | $285,986 |
| JPMORGAN CHASE & CO |
1,656,158 | -7,382 | $281,712 |
| JPM | 1,656,158 | -7,382 | $281,712 |
| LITHIA MTRS INC |
823,982 | -58,926 | $271,321 |
| LAD | 823,982 | -58,926 | $271,321 |
| RAYMOND JAMES FINL INC |
2,137,186 | -3,521 | $238,296 |
| RJF | 2,137,186 | -3,521 | $238,296 |
| D R HORTON INC |
767,358 | -442,429 | $116,623 |
| DHI | 767,358 | -442,429 | $116,623 |
| LENNAR CORP |
571,567 | -442,371 | $85,186 |
| LEN | 571,567 | -442,371 | $85,186 |
| ASBURY AUTOMOTIVE GROUP INC |
278,367 | +3,101 | $62,624 |
| ABG | 278,367 | +3,101 | $62,624 |
| ANTERO MIDSTREAM CORP |
2,225,260 | -7,895 | $27,883 |
| AM | 2,225,260 | -7,895 | $27,883 |
| AUTONATION INC |
122,435 | +2,728 | $18,387 |
| AN | 122,435 | +2,728 | $18,387 |
| LOUISIANA PAC CORP |
229,739 | -1,331 | $16,272 |
| LPX | 229,739 | -1,331 | $16,272 |
| ALPHABET INC |
21,858 | +20 | $3,053 |
| GOOGL | 21,858 | +20 | $3,053 |
| COMCAST CORP NEW |
31,094 | UNCH | $1,363 |
| CMCSA | 31,094 | UNCH | $1,363 |
| HCA HEALTHCARE INC |
3,873 | +2,500 | $1,048 |
| HCA | 3,873 | +2,500 | $1,048 |
| RYANAIR HOLDINGS PLC |
6,526 | +6,526 | $870 |
| RYAAY | 6,526 | +6,526 | $870 |
| BANK AMERICA CORP |
22,532 | +8,000 | $759 |
| BAC | 22,532 | +8,000 | $759 |
| MPLX LP |
17,000 | +5,000 | $624 |
| MPLX | 17,000 | +5,000 | $624 |
| ALPHABET INC |
3,790 | -3,110 | $534 |
| GOOG | 3,790 | -3,110 | $534 |
| AMAZON COM INC |
2,700 | UNCH | $410 |
| AMZN | 2,700 | UNCH | $410 |
| MICROSOFT CORP |
1,025 | -200 | $385 |
| MSFT | 1,025 | -200 | $385 |
| UNITEDHEALTH GROUP INC |
610 | -100 | $321 |
| UNH | 610 | -100 | $321 |
| PROGRESSIVE CORP |
1,746 | UNCH | $278 |
| PGR | 1,746 | UNCH | $278 |
| MARRIOTT INTL INC NEW |
1,194 | UNCH | $269 |
| MAR | 1,194 | UNCH | $269 |
| WELLS FARGO CO NEW |
5,250 | UNCH | $258 |
| WFC | 5,250 | UNCH | $258 |
See Full List: All Stocks Held By Brave Warrior Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Brave Warrior Advisors LLC
|
Size ($ in 1000's)
At 12/31/2023: $4,191,388 At 09/30/2023: $4,005,685 Brave Warrior Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Brave Warrior Advisors LLC 13F filings. Link to 13F filings: SEC filings |
