BWA
Brave Warrior Advisors Portfolio holdings
AUM
$4.36B
This Quarter Return
-4.17%
1 Year Return
+16.45%
3 Year Return
+106.15%
5 Year Return
+201.85%
10 Year Return
+224.68%
AUM
$3.39B
AUM Growth
+$3.39B
(+8%)
Cap. Flow
+$339M
Cap. Flow
% of AUM
9.99%
Top 10 Holdings %
Top 10 Hldgs %
91.34%
Holding
27
New
4
Increased
7
Reduced
6
Closed
3
Top Buys
| 1 |
Lithia Motors
LAD
|
$266M |
| 2 |
Apollo Global Management
APO
|
$155M |
| 3 |
D.R. Horton
DHI
|
$114M |
| 4 |
United Rentals
URI
|
$87.5M |
| 5 |
Lennar Class A
LEN
|
$58.1M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$201M |
| 2 |
UnitedHealth
UNH
|
$111M |
| 3 |
Progressive
PGR
|
$60.2M |
| 4 |
ATH
Athene Holding Ltd. Class A Common Shares
ATH
|
$45.5M |
| 5 |
Elevance Health
ELV
|
$6.16M |
Sector Composition
| 1 | Financials | 51.93% |
| 2 | Healthcare | 24.27% |
| 3 | Consumer Discretionary | 20.36% |
| 4 | Industrials | 2.58% |
| 5 | Energy | 0.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Berkshire Hathaway Class B
BRK.B
$1.08T
| – | – |
-671,870
| Closed | -$201M |
|
27
Aon
AON
$80.4B
| – | – |
-2,732
| Closed | -$821K |
|