BWA

Brave Warrior Advisors Portfolio holdings

AUM $4.31B
1-Year Est. Return 9.61%
This Quarter Est. Return
1 Year Est. Return
+9.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.39B
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$266M
2
+$155M
3
+$114M
4
URI icon
United Rentals
URI
+$87.5M
5
LEN icon
Lennar Class A
LEN
+$58.1M

Top Sells

1
+$201M
2
+$111M
3
+$60.2M
4
ATH
Athene Holding Ltd. Class A Common Shares
ATH
+$45.5M
5
ELV icon
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 Change
in Stake 		Capital Flow
26
– –
-671,870
27
– –
-546,330
1
2