Pricing

BRAVE WARRIOR ADVISORS, LLC

23 followers ยท 5 likes
NEW YORK NY Investment Advisor Hedge Fund
13F Summary

Subscription Required

Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Brave Warrior/Chieftain Capital Management is managed by Glenn Greenberg.Whalewisdom has at least 110 13F filings, 3 13D filings, and 44 13G filings Their last reported 13F filing for Q1 2025 included $4,366,367,489 in managed 13F securities and a top 10 holdings concentration of 73.42%. Brave Warrior Advisors's largest holding is Elevance Health Inc with shares held of 1,577,570.
Business Description
Brave Warrior's investment strategy centers around clients investing in a small number of long equity positions. They focus on demonstrably healthy businesses that they believe will be successful over the long term. The firm aims to purchase these investments at prices that will protect client capital from significant losses if the businesses do not perform as expected. The advisor has full discretion over which securities to invest in, with the caveat that a client can request exclusion of a particular security due to legal or special concerns. However, this is only after 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 focuses on clients investing in a limited number of long equity positions, typically less than 20 stocks. They invest in demonstrably healthy businesses believed to be successful in the long-term, aiming to buy at prices that protect client capital from substantial erosion if fundamentals diverge from expectations. Investments are made at the discretion of the Advisor, with clients generally prepared to invest at least $5 million as a long-term investment in the equity markets. Brave Warrior primarily invests in equity positions and conducts fundamental analysis on all securities purchased for client accounts. Their research is internally generated, derived from various sources including annual reports, SEC filings, corporate press releases, inspections of corporate activities, conversations with firms and competitors, financial publications, and potentially industry experts.
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
(Subscription Required)
Other Contact Information
(Subscription Required)

2025-03-31

Top Buys (13F)

Name % Change
SLM SLM Corp 6.36%
MRP Millrose Properties 4.83%
BLDR Builders FirstSource 3.55%
COF Capital One Financia 2.59%
DHI D.R. Horton, Inc 0.7%

2025-03-31

Top Sells (13F)

2025-03-31

13F Holdings Summary

Name $ Change
ELV Elevance Health Inc 15.72%
SNX TD Synnex Corp 9.71%
OMF OneMain Holdings Inc 8.22%
SLM SLM Corp 6.36%
DFS Discover Financial S 6.29%

2025-03-31

13F Activity

Market Value $4.37b, Prior: $4.02b
Inflows (Outflows) as % of Total MV +8.3751%
New Purchases 5 stocks
Added To 4 stocks
Sold out of 0 stocks
Reduced holdings in 13 stocks
Top 10 Holdings % 73.42%
Turnover %[1] 14.29%
Turnover Alt %[2] 11.11%
Time Held Top 20 13.5 quarters
Time Held Top 10 9.2 quarters
Time Held All 14.2 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.

2025-03-31

13F Sector Allocation Over Time

limited to past 4 quarters. Subscribe to see all available data

2025-03-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31

Portfolio Performance