Brave Warrior Advisors, Llc (Glenn Greenberg)
Basic Stats
Market Value
4.19B
Top 10 (%)
91.95%
Portfolio Size
30 (-4)
Avg. Holding Period
13 years
Turnover
0.27%
Industry Breakdown
Hospital & Medical Service Plans
19.77%
Personal Credit Institutions
14.59%
Title Insurance
11.50%
Life Insurance
10.38%
Investment Advice
10.01%
Retail-auto Dealers & Gasoline Stations
8.41%
6.82%
National Commercial Banks
6.75%
Security Brokers, Dealers & Flotation Companies
5.69%
Operative Builders
2.78%
Company | Ticker | Market Value | % Portfolio | Shares | Change | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 Elevance Health Inc | ELV | 828.37M | 19.76% | 1.76M | 7.93% | 129.06K | $471.56 | 0.74% |
 Fidelity National Financial | FNF | 482.16M | 11.50% | 9.45M | -0.48% | -45.85K | $51.02 | 3.50% |
 Primerica Inc | PRI | 434.92M | 10.38% | 2.11M | -0.11% | -2.28K | $205.76 | 5.91% |
 Apollo Global Mgmt Inc | APO | 419.66M | 10.01% | 4.50M | -33.68% | -2.29M | $93.19 | 0.78% |
 Onemain Hldgs Inc | OMF | 315.71M | 7.53% | 6.42M | 21.10% | 1.12M | $49.20 | 5.34% |
 Discover Finl Svcs | DFS | 295.97M | 7.06% | 2.63M | 10.58% | 251.91K | $112.40 | 1.05% |
 F&g Annuities & Life Inc | 285.99M | 6.82% | 6.22M | -7.07% | -472.82K | $46.00 | — | |
 Jpmorgan Chase & Co | JPM | 281.71M | 6.72% | 1.66M | -0.44% | -7.38K | $170.10 | 0.05% |
 Lithia Mtrs Inc | LAD | 271.32M | 6.47% | 823.98K | -6.67% | -58.93K | $329.28 | 2.99% |
 Raymond James Finl Inc | RJF | 238.30M | 5.69% | 2.14M | -0.16% | -3.52K | $111.50 | 1.00% |
 D R Horton Inc | DHI | 116.62M | 2.78% | 767.36K | -36.57% | -442.43K | $151.98 | 0.23% |
 Lennar Corp | LEN | 85.19M | 2.03% | 571.57K | -43.63% | -442.37K | $149.04 | 0.20% |
 Asbury Automotive Group Inc | ABG | 62.62M | 1.49% | 278.37K | 1.13% | 3.10K | $224.97 | 1.35% |
 Antero Midstream Corp | AM | 27.88M | 0.67% | 2.23M | -0.35% | -7.89K | $12.53 | 0.46% |
 Autonation Inc | AN | 18.39M | 0.44% | 122.44K | 2.28% | 2.73K | $150.18 | 0.28% |
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