Brave Warrior Advisors, LLC Top Holdings and 13F Report (2024) About Brave Warrior Advisors, LLCInvestment ActivityBrave Warrior Advisors, LLC has $4.82 billion in total holdings as of September 30, 2024.Brave Warrior Advisors, LLC owns shares of 32 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 6.86% of the portfolio was purchased this quarter.About 8.69% of the portfolio was sold this quarter.This quarter, Brave Warrior Advisors, LLC has purchased 27 new stocks and bought additional shares in 6 stocks.Brave Warrior Advisors, LLC sold shares of 12 stocks and completely divested from 1 stock this quarter.Largest Holdings Elevance Health $853,534,760Discover Financial Services $484,660,705TD SYNNEX $443,769,449Primerica $387,164,341Fidelity National Financial $373,002,445 Largest New Holdings this Quarter Dollar Tree $501,100 HoldingAlly Financial $355,900 HoldingMoody's $223,532 HoldingTexas Instruments $208,636 HoldingMastercard $208,384 Holding Largest Purchases this Quarter Ryanair 5,054,379 shares (about $228.36M)TD SYNNEX 373,569 shares (about $44.86M)Lennar 195,540 shares (about $36.66M)Mplx 197,488 shares (about $8.78M)OneMain 132,045 shares (about $6.22M) Largest Sales this Quarter Apollo Global Management 1,502,235 shares (about $187.64M)Primerica 429,842 shares (about $113.97M)Fidelity National Financial 1,357,181 shares (about $84.23M)F&G Annuities & Life 593,194 shares (about $26.53M)Antero Midstream 191,357 shares (about $2.88M) 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$853,534,760$4,308,720 ▲0.5%1,641,41317.7%MedicalDFSDiscover Financial Services$484,660,705$879,057 ▼-0.2%3,454,70610.1%FinanceSNXTD SYNNEX$443,769,449$44,858,165 ▲11.2%3,695,6159.2%Computer and TechnologyPRIPrimerica$387,164,341$113,972,606 ▼-22.7%1,460,1718.0%FinanceFNFFidelity National Financial$373,002,445$84,226,653 ▼-18.4%6,010,3527.7%FinanceOMFOneMain$348,422,590$6,215,358 ▲1.8%7,402,2227.2%FinanceLENLennar$333,874,133$36,659,839 ▲12.3%1,780,8526.9%ConstructionAPOApollo Global Management$284,478,278$187,644,174 ▼-39.7%2,277,4665.9%FinanceLADLithia Motors$271,439,580$197,254 ▼-0.1%854,5515.6%Retail/WholesaleFGF&G Annuities & Life$243,999,923$26,527,636 ▼-9.8%5,456,1705.1%FinanceRYAAYRyanair$230,599,578$228,356,843 ▲10,182.1%5,104,0194.8%TransportationMPLXMplx$197,089,668$8,780,316 ▲4.7%4,432,9664.1%Oils/EnergyANAutoNation$173,965,526$1,239,200 ▼-0.7%972,3093.6%Retail/WholesaleDHID.R. Horton$153,199,947$545,984 ▼-0.4%803,0613.2%ConstructionAMAntero Midstream$28,578,927$2,879,923 ▼-9.2%1,898,9320.6%Oils/EnergyGOOGLAlphabet$3,625,1490.0%21,8580.1%Computer and TechnologyHCAHCA Healthcare$1,370,888$203,215 ▼-12.9%3,3730.0%MedicalCMCSAComcast$1,298,7960.0%31,0940.0%Consumer DiscretionaryJPMJPMorgan Chase & Co.$1,189,8830.0%5,6430.0%FinanceBACBank of America$894,0700.0%22,5320.0%FinanceGOOGAlphabet$633,6500.0%3,7900.0%Computer and TechnologyDLTRDollar Tree$501,100$501,100 ▲New Holding7,1260.0%Retail/WholesalePGRProgressive$443,0650.0%1,7460.0%FinanceALLYAlly Financial$355,900$355,900 ▲New Holding10,0000.0%FinanceMARMarriott International$296,8280.0%1,1940.0%Consumer DiscretionaryUNHUnitedHealth Group$291,755$64,899 ▼-18.2%4990.0%MedicalAMZNAmazon.com$260,862$149,064 ▼-36.4%1,4000.0%Retail/WholesaleMSFTMicrosoft$225,9070.0%5250.0%Computer and TechnologyMCOMoody's$223,532$223,532 ▲New Holding4710.0%FinanceTXNTexas Instruments$208,636$208,636 ▲New Holding1,0100.0%Computer and TechnologyMAMastercard$208,384$208,384 ▲New Holding4220.0%Business ServicesSPGIS&P Global$207,165$207,165 ▲New Holding4010.0%Business ServicesAMATApplied Materials$0$226,786 ▼-100.0%00.0%Computer and TechnologyShowing 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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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