13F-HR filed by Brave Warrior Advisors, LLC
Brave Warrior Advisors, LLC filed this 13F-HR for the quarter ended 2023-12-31, filed 2024-02-14, with 30 holding rows worth $4,191,392,853.
- Accession
- 0001172661-24-001423
- Filer
- CIK 1553733
- Filed
- 2024-02-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2023
A holdings report, 30 entries on the cover page, a total value of $4,191,392,853 stated on the cover page (in dollars after the unit check, H1), rows summing to $4,191,392,853 with VALUE read as dollars as filed, 13F file number 028-14996. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Elevance Health, Inc. | 036752103 | COM | 1,756,653 | $828,367,289 | dollars as filed | |
| FIDELITY NATIONAL FINANCIAL | 31620R303 | FNF GROUP COM | 9,450,324 | $482,155,530 | dollars as filed | |
| PRIMERICA INC | 74164M108 | COM | 2,113,726 | $434,920,262 | dollars as filed | |
| APOLLO GLOBAL MGMT INC COM | 03769M106 | Stock | 4,503,321 | $419,664,484 | dollars as filed | |
| ONEMAIN HLDGS INC COM | 68268W103 | Stock | 6,416,800 | $315,706,560 | dollars as filed | |
| DISCOVER FINL SVCS | 254709108 | COM | 2,633,167 | $295,967,971 | dollars as filed | |
| F&G ANNUITIES & LIFE INC | 30190A104 | COMMON STOCK | 6,217,094 | $285,986,324 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,656,158 | $281,712,476 | dollars as filed | |
| LITHIA MTRS INC COM | 536797103 | Stock | 823,982 | $271,320,793 | dollars as filed | |
| RAYMOND JAMES FINL INC COM | 754730109 | Stock | 2,137,186 | $238,296,239 | dollars as filed | |
| D R HORTON INC COM | 23331A109 | Stock | 767,358 | $116,623,069 | dollars as filed | |
| LENNAR CORP CL A | 526057104 | Stock | 571,567 | $85,186,346 | dollars as filed | |
| ASBURY AUTOMOTIVE GROUP INC COM | 043436104 | Stock | 278,367 | $62,624,224 | dollars as filed | |
| ANTERO MIDSTREAM CORP COM | 03676B102 | Stock | 2,225,260 | $27,882,508 | dollars as filed | |
| AUTONATION INC COM | 05329W102 | Stock | 122,435 | $18,387,288 | dollars as filed | |
| LOUISIANA PAC CORP COM | 546347105 | Stock | 229,739 | $16,272,413 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 21,858 | $3,053,344 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 31,094 | $1,363,472 | dollars as filed | |
| HCA Healthcare Inc | 40412C101 | COM | 3,873 | $1,048,344 | dollars as filed | |
| RYANAIR HOLDINGS PLC SPONSORED ADR | 783513203 | ADR | 6,526 | $870,307 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 22,532 | $758,652 | dollars as filed | |
| MPLX LP | 55336V100 | COM UNIT REP LTD | 17,000 | $624,240 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 3,790 | $534,125 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 2,700 | $410,238 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,025 | $385,441 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 610 | $321,147 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 1,746 | $278,103 | dollars as filed | |
| MARRIOTT INTL INC NEW CL A | 571903202 | Stock | 1,194 | $269,259 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 5,250 | $258,405 | dollars as filed | |
| KEYCORP COM | 493267108 | Stock | 10,000 | $144,000 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-24-001423 | this filing | 2024-02-14 | acceptance time not in the bulk data set |