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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
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Brave Warrior/Chieftain Capital Management is managed by Glenn Greenberg.Whalewisdom has at least 107 13F filings, 3 13D filings, and 42 13G filings Their last reported 13F filing for Q2 2024 included $4,512,373,895 in managed 13F securities and a top 10 holdings concentration of 88.97%. Brave Warrior Advisors's largest holding is Elevance Health Inc with shares held of 1,633,127.
Business Description
Brave Warrior's investment strategy focuses on clients investing in a limited number of long equity positions. They invest in demonstrably healthy businesses that they believe will be successful in the long-term. Brave Warrior aims to buy at prices that will protect clients' capital from substantial erosion should fundamentals diverge from expectations. Clients' assets under management are invested in securities chosen entirely at the discretion of the Advisor, provided that a client may specifically request that their account not be invested in a particular security for legal or special concerns. The Advisor explains its investment approach and ascertains that the client is generally prepared to invest at least $5 million as a long-term investment in the equity markets without specialized needs that would require modification of the portfolio of stocks.
Investment Strategy
Brave Warrior's investment strategy centers around holding a limited number of long equity positions in demonstrably healthy businesses with strong potential for long-term success. They aim to purchase these stocks at prices that protect client capital from significant erosion even if the fundamentals deviate from expectations. The firm emphasizes fundamental analysis in their investment decisions, relying on internally generated research from various sources like annual reports, prospectuses, SEC filings, corporate press releases, and conversations with industry experts. They also consider financial newspapers, magazines, and other relevant materials.
Owners
  • BRAVE WARRIOR CAPITAL, INC. - MANAGING MEMBER
  • GREENBERG, GLENN, HANK - PRINCIPAL
  • MARTEL-DOWNING, DONNA, M. - CHIEF COMPLIANCE OFFICER
  • Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
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Other Contact Information
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2024-06-30

Top Buys (13F)

Name % Change
LEN Lennar Corp. Class A 1.62%
MPLX MPLX L.P 1.37%
SNX Synnex Corp 1.25%
DFS Discover Financial S 0.96%
OMF OneMain Holdings Inc 0.68%

2024-06-30

Top Sells (13F)

2024-06-30

13F Holdings Summary

Name $ Change
ELV Elevance Health Inc 19.61%
DFS Discover Financial S 10.03%
PRI Primerica Inc 9.91%
APO Apollo Global Manage 9.89%
SNX Synnex Corp 8.5%

2024-06-30

13F Activity

Market Value $4.51b, Prior: $4.78b
Inflows (Outflows) as % of Total MV (-3.4736)%
New Purchases 1 stocks
Added To 8 stocks
Sold out of 3 stocks
Reduced holdings in 9 stocks
Top 10 Holdings % 88.97%
Turnover %[1] 13.33%
Turnover Alt %[2] 5.54%
Time Held Top 20 13.85 quarters
Time Held Top 10 9.3 quarters
Time Held All 15.59 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.

2024-06-30

13F Sector Allocation Over Time

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2024-06-30

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-06-30

Portfolio Performance