Brave Warrior Advisors, LLC Top Holdings and 13F Report (2024) → Claim Your Complimentary Bitcoin Reward (From Crypto Swap Profits) (Ad) About Brave Warrior Advisors, LLCInvestment ActivityBrave Warrior Advisors, LLC has $4.78 billion in total holdings as of March 31, 2024.Brave Warrior Advisors, LLC owns shares of 29 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 16.56% of the portfolio was purchased this quarter.About 12.08% of the portfolio was sold this quarter.This quarter, Brave Warrior Advisors, LLC has purchased 30 new stocks and bought additional shares in 6 stocks.Brave Warrior Advisors, LLC sold shares of 10 stocks and completely divested from 3 stocks this quarter.Largest Holdings Elevance Health $853,432,318Primerica $509,727,554Fidelity National Financial $481,974,416Discover Financial Services $433,917,994Apollo Global Management $427,802,980 Largest New Holdings this Quarter TD SYNNEX $346,208,487 HoldingMastercard $203,223 Holding Largest Purchases this Quarter TD SYNNEX 3,061,083 shares (about $346.21M)AutoNation 815,328 shares (about $135.00M)Mplx 3,008,609 shares (about $125.04M)Discover Financial Services 676,910 shares (about $88.74M)Lennar 442,874 shares (about $76.17M) Largest Sales this Quarter Apollo Global Management 698,937 shares (about $78.60M)JPMorgan Chase & Co. 357,530 shares (about $71.61M)Elevance Health 110,816 shares (about $57.46M)Primerica 98,674 shares (about $24.96M)Fidelity National Financial 373,593 shares (about $19.84M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBrave Warrior Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorELVElevance Health$853,432,318$57,462,529 ▼-6.3%1,645,83717.9%MedicalPRIPrimerica$509,727,554$24,960,575 ▼-4.7%2,015,05210.7%FinanceFNFFidelity National Financial$481,974,416$19,837,788 ▼-4.0%9,076,73110.1%FinanceDFSDiscover Financial Services$433,917,994$88,736,132 ▲25.7%3,310,0779.1%FinanceAPOApollo Global Management$427,802,980$78,595,466 ▼-15.5%3,804,3848.9%FinanceSNXTD SYNNEX$346,208,487$346,208,487 ▲New Holding3,061,0837.2%Computer and TechnologyOMFOneMain$340,885,968$13,051,656 ▲4.0%6,672,2647.1%FinanceJPMJPMorgan Chase & Co.$260,115,188$71,613,259 ▼-21.6%1,298,6285.4%FinanceFGF&G Annuities & Life$246,863,656$5,239,506 ▼-2.1%6,087,8835.2%FinanceLADLithia Motors$230,910,351$16,992,874 ▼-6.9%767,5014.8%Retail/WholesaleLENLennar$174,463,563$76,165,470 ▲77.5%1,014,4413.6%ConstructionANAutoNation$155,274,798$135,002,011 ▲665.9%937,7633.2%Retail/WholesaleDHID.R. Horton$133,307,879$7,039,120 ▲5.6%810,1362.8%ConstructionMPLXMplx$125,744,310$125,037,790 ▲17,697.7%3,025,6092.6%Oils/EnergyAMAntero Midstream$30,216,754$1,070,402 ▼-3.4%2,149,1290.6%Oils/EnergyLPXLouisiana-Pacific$18,846,018$431,381 ▼-2.2%224,5980.4%ConstructionGOOGLAlphabet$3,299,0280.0%21,8580.1%Computer and TechnologyCMCSAComcast$1,347,9250.0%31,0940.0%Consumer DiscretionaryHCAHCA Healthcare$1,291,7620.0%3,8730.0%MedicalRYAAYRyanair$950,1200.0%6,5260.0%TransportationBACBank of America$854,4130.0%22,5320.0%FinanceGOOGAlphabet$577,0650.0%3,7900.0%Computer and TechnologyAMZNAmazon.com$487,0260.0%2,7000.0%Retail/WholesalePGRProgressive$361,1080.0%1,7460.0%FinanceWFCWells Fargo & Company$304,2900.0%5,2500.0%FinanceUNHUnitedHealth Group$301,7670.0%6100.0%MedicalMARMarriott International$301,2580.0%1,1940.0%Consumer DiscretionaryMSFTMicrosoft$220,878$210,360 ▼-48.8%5250.0%Computer and TechnologyMAMastercard$203,223$203,223 ▲New Holding4220.0%Business ServicesRJFRaymond James$0$238,296,239 ▼-100.0%00.0%FinanceABGAsbury Automotive Group$0$62,624,224 ▼-100.0%00.0%Retail/WholesaleKEYKeyCorp$0$144,000 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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