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BRAVE WARRIOR ADVISORS, LLC

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NEW YORK NY Investment Advisor Hedge Fund
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

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)

2023-12-31

Top Sells (13F)

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

Portfolio Performance