Equal-WT
WhaleScore 2.0
?
BRAVE WARRIOR ADVISORS, LLC
NEW YORK NY
Investment Advisor
Hedge Fund
Brave Warrior/Chieftain Capital Management is managed by Glenn Greenberg.Whalewisdom has at least 105 13F filings, 3 13D filings, and 42 13G filings Their last reported 13F filing for Q4 2023 included $4,191,392,853 in managed 13F securities
and a top 10 holdings concentration of 91.95%. Brave Warrior Advisors's largest holding is Elevance Health Inc with shares held of 1,756,653.
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
OMF OneMain Holdings Inc | 2.23% |
ELV Elevance Health Inc | 2.07% |
DFS Discover Financial S | 1.91% |
RYAAY Ryanair Holdings ADR | 0.02% |
HCA HCA Healthcare Inc | 0.02% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
APO Apollo Global Manage | 5.2% |
URI United Rentals, Inc. | 4.65% |
LEN Lennar Corp. Class A | 0.81% |
DHI D.R. Horton, Inc. | 0.46% |
LAD Lithia Motors Inc, C | 0.04% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
ELV Elevance Health Inc | 19.76% |
FNF Fidelity National Fi | 11.5% |
PRI Primerica Inc | 10.38% |
APO Apollo Global Manage | 10.01% |
OMF OneMain Holdings Inc | 7.53% |
2023-12-31
13F Activity
Market Value | $4.19b, Prior: $4.01b |
New Purchases | 2 stocks |
Added To | 9 stocks |
Sold out of | 6 stocks |
Reduced holdings in | 14 stocks |
Top 10 Holdings % | 91.95% |
Turnover %[1] | 26.67% |
Turnover Alt %[2] | 3.52% |
Time Held Top 20 | 13.4 quarters |
Time Held Top 10 | 13.4 quarters |
Time Held All | 13.3 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31