Equal-WT
WhaleScore 2.0
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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 108 13F filings, 3 13D filings, and 43 13G filings Their last reported 13F filing for Q3 2024 included $4,820,015,420 in managed 13F securities
and a top 10 holdings concentration of 83.49%. Brave Warrior Advisors's largest holding is Elevance Health Inc with shares held of 1,641,413.
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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2024-09-30
Top Buys (13F)
| Name | % Change |
|---|---|
| RYAAY Ryanair Holdings Plc | 4.66% |
| LEN Lennar Corp. Class A | 1.66% |
| SNX TD Synnex Corp | 0.71% |
| MPLX MPLX L.P | 0.09% |
| DLTR Dollar Tree Inc | 0.01% |
2024-09-30
Top Sells (13F)
| Name | % Change |
|---|---|
| APO Apollo Global Manage | 3.99% |
| PRI Primerica Inc | 1.88% |
| FNF Fidelity National Fi | 0.33% |
| AM Antero Midstream Cor | 0.09% |
| FG F&G Annuities & Life | 0.04% |
2024-09-30
13F Holdings Summary
| Name | $ Change |
|---|---|
| ELV Elevance Health Inc | 17.71% |
| DFS Discover Financial S | 10.06% |
| SNX TD Synnex Corp | 9.21% |
| PRI Primerica Inc | 8.03% |
| FNF Fidelity National Fi | 7.74% |
2024-09-30
13F Activity
| Market Value | $4.82b, Prior: $4.51b |
| Inflows (Outflows) as % of Total MV | +5.2784% |
| New Purchases | 6 stocks |
| Added To | 6 stocks |
| Sold out of | 1 stocks |
| Reduced holdings in | 12 stocks |
| Top 10 Holdings % | 83.49% |
| Turnover %[1] | 21.21% |
| Turnover Alt %[2] | 6.86% |
| Time Held Top 20 | 14.85 quarters |
| Time Held Top 10 | 10.3 quarters |
| Time Held All | 14.03 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.
2024-09-30
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-09-30
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-09-30