We are live on ! Find out more
BWA

Brave Warrior Advisors Portfolio holdings

AUM $4.04B
1-Year Est. Return 1.15%
This Fund
S&P 500
This Quarter Est. Return
-3.9%
1 Year Est. Return
-1.15%
3 Year Est. Return
+55.54%
5 Year Est. Return
+82.81%
10 Year Est. Return
+256.35%
AUM
$4.02B
AUM Growth
-$801M
Cap. Flow
-$548M
Cap. Flow %
-13.63%
Top 10 Hldgs %
85.53%
Holding
34
New
2
Increased
6
Reduced
10
Closed
4

Top Buys

Rank Stock Value
1
AN icon
AutoNation
AN
+$82.6M
2
SNX icon
TD Synnex
SNX
+$54.1M
3
RYAAY icon
Ryanair
RYAAY
+$22.3M
4
OMF icon
OneMain Financial
OMF
+$1.84M
5
ICLR icon
Icon
ICLR
+$701K

Top Sells

Rank Stock Value
1
APO icon
Apollo Global Management
APO
+$284M
2
PRI icon
Primerica
PRI
+$172M
3
DFS
Discover Financial Services
DFS
+$153M
4
LAD icon
Lithia Motors
LAD
+$85.2M
5
ELV icon
Elevance Health
ELV
+$4.79M

Sector Composition

Rank Sector Weight
1 Financials 40.29%
2 Consumer Discretionary 20.38%
3 Healthcare 15.01%
4 Technology 12.11%
5 Industrials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ELV icon
1
Elevance Health
ELV
$83.7B
$601M 14.96%
1,629,977
-11,436
-0.7% -$4.79M
SNX icon
2
TD Synnex
SNX
$19.8B
$486M 12.1%
4,147,172
+451,557
+12% +$54.1M
DFS
3
DELISTED
Discover Financial Services
DFS
$437M 10.88%
2,523,965
-930,741
-27% -$153M
OMF icon
4
OneMain Financial
OMF
$7.19B
$388M 9.65%
7,437,670
+35,448
+0.5% +$1.84M
FNF icon
5
Fidelity National Financial
FNF
$14.6B
$335M 8.34%
5,973,131
-37,221
-0.6% -$2.24M
AN icon
6
AutoNation
AN
$7.37B
$248M 6.17%
1,461,213
+488,904
+50% +$82.6M
RYAAY icon
7
Ryanair
RYAAY
$31.1B
$244M 6.08%
5,604,258
+500,239
+10% +$22.3M
LEN icon
8
Lennar Class A
LEN
$21.1B
$242M 6.02%
1,832,945
-6,675
-0.4% -$1.08M
PRI icon
9
Primerica
PRI
$10B
$232M 5.77%
853,864
-606,307
-42% -$172M
FG icon
10
F&G Annuities & Life
FG
$4.03B
$224M 5.57%
5,400,441
-55,729
-1% -$2.45M
LAD icon
11
Lithia Motors
LAD
$8.17B
$219M 5.45%
612,566
-241,985
-28% -$85.2M
MPLX icon
12
MPLX
MPLX
$60.1B
$211M 5.26%
4,418,154
-14,812
-0.3% -$689K
DHI icon
13
D.R. Horton
DHI
$42.3B
$109M 2.72%
781,527
-21,534
-3% -$3.6M
AM icon
14
Antero Midstream
AM
$10.3B
$29.2M 0.73%
1,932,840
+33,908
+2% +$516K
GOOGL icon
15
Alphabet (Google) Class A
GOOGL
$4.08T
$4.14M 0.1%
21,858
– –
JPM icon
16
JPMorgan Chase
JPM
$950B
$1.35M 0.03%
5,643
– –
CMCSA icon
17
Comcast
CMCSA
$85.8B
$1.17M 0.03%
31,094
– –
HCA icon
18
HCA Healthcare
HCA
$92.8B
$1.01M 0.03%
3,373
– –
GOOG icon
19
Alphabet (Google) Class C
GOOG
$4.07T
$722K 0.02%
3,790
– –
BAC icon
20
Bank of America
BAC
$439B
$639K 0.02%
14,532
-8,000
-36% -$352K
ICLR icon
21
Icon
ICLR
$13.9B
$629K 0.02%
+3,000
New +$701K
MSFT icon
22
Microsoft
MSFT
$2.92T
$537K 0.01%
1,275
+750
+143% +$319K
PGR icon
23
Progressive
PGR
$128B
$418K 0.01%
1,746
– –
ALLY icon
24
Ally Financial
ALLY
$13.4B
$360K 0.01%
10,000
– –
MAR icon
25
Marriott International
MAR
$101B
$333K 0.01%
1,194
– –
1
2

Similar funds

JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
ICP
Ilex Capital Partners London, United Kingdom $4.06B AUM 6.11% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
CA
CSM Advisors Warrendale, Pennsylvania $4.07B AUM 29.62% 1-Year Est. Return
MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
MAM
Martingale Asset Management Boston, Massachusetts $3.99B AUM 22.65% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Brave Warrior Advisors's Q4 2024 Portfolio in Review

As of Q4 2024, Brave Warrior Advisors held 34 positions worth $4.02B, down 17% from $4.82B the previous quarter. Its ten largest holdings account for 86% of the portfolio.

Brave Warrior Advisors withdrew a net $548M in Q4 2024, closing 4 positions and reducing 10 holdings. Its most notable exit was Apollo Global Management, an estimated $284M position sold in full.

By sector, the portfolio is most concentrated in Financials at 40% of assets, down from 44% a quarter earlier, followed by Consumer Discretionary and Healthcare.

Against the trend, Brave Warrior Advisors opened a new position in Icon worth $629K.

  • Brave Warrior Advisors's largest Q4 2024 buy was Icon: 3,000 shares worth $629K.
  • Brave Warrior Advisors added most to AutoNation in Q4 2024, an estimated $82.6M increase.
  • Brave Warrior Advisors's biggest Q4 2024 reduction was Primerica, cutting an estimated $172M.
  • Brave Warrior Advisors fully exited Apollo Global Management in Q4 2024, selling an estimated $284M.
  • Brave Warrior Advisors's ten largest holdings make up 86% of its $4.02B portfolio in Q4 2024.
  • Brave Warrior Advisors opened 2 new positions and closed 4 in Q4 2024.
  • Brave Warrior Advisors's portfolio value fell 17% quarter-over-quarter to $4.02B.

Based on Brave Warrior Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.