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
$4.51B
AUM Growth
-$268M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$85.6M
2
+$51.5M
3
+$30.1M
4
OMF icon
OneMain Financial
OMF
+$29M
5
LAD icon
Lithia Motors
LAD
+$22.1M

Top Sells

1
+$262M
2
+$84.5M
3
+$29.6M
4
LPX icon
Louisiana-Pacific
LPX
+$18.8M
5
ELV icon
Elevance Health
ELV
+$6.89M

Sector Composition

1 Financials 50.87%
2 Healthcare 19.65%
3 Consumer Discretionary 16.04%
4 Technology 8.51%
5 Energy 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$235K 0.01%
525
27
$227K 0.01%
+961
28
– –
-224,598
29
– –
-422
30
– –
-5,250
1
2