BWA
DFS
Brave Warrior Advisors’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,608,880
| Closed | -$275M | – | 37 |
|
|
2025
Q1 | $275M | Sell |
1,608,880
-915,085
| -36% | -$156M | 6.29% | 5 |
|
|
2024
Q4 | $437M | Sell |
2,523,965
-930,741
| -27% | -$161M | 10.88% | 3 |
|
|
2024
Q3 | $485M | Sell |
3,454,706
-6,266
| -0.2% | -$879K | 10.06% | 2 |
|
|
2024
Q2 | $453M | Buy |
3,460,972
+150,895
| +5% | +$19.7M | 10.03% | 2 |
|
|
2024
Q1 | $434M | Buy |
3,310,077
+676,910
| +26% | +$88.7M | 9.08% | 4 |
|
|
2023
Q4 | $296M | Buy |
2,633,167
+251,909
| +11% | +$28.3M | 7.06% | 6 |
|
|
2023
Q3 | $206M | Buy |
+2,381,258
| New | +$206M | 5.15% | 9 |
|