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
AMZN icon
26
Amazon
AMZN
$2.92T
$307K 0.01%
1,400
– –
COF icon
27
Capital One
COF
$128B
$267K 0.01%
+1,500
New +$260K
UNH icon
28
UnitedHealth
UNH
$376B
$252K 0.01%
499
– –
MCO icon
29
Moody's
MCO
$82.8B
$223K 0.01%
471
– –
MA icon
30
Mastercard
MA
$502B
$222K 0.01%
422
– –
APO icon
31
Apollo Global Management
APO
$72.4B
– –
-2,277,466
Closed -$284M
DLTR icon
32
Dollar Tree
DLTR
$24.4B
– –
-7,126
Closed -$501K
SPGI icon
33
S&P Global
SPGI
$121B
– –
-401
Closed -$207K
TXN icon
34
Texas Instruments
TXN
$252B
– –
-1,010
Closed -$209K
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.