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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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Equal-WT
WhaleScore 1.0 ?

Brave Warrior/Chieftain Capital Management is managed by Glenn Greenberg.Whalewisdom has at least 106 13F filings, 3 13D filings, and 42 13G filings Their last reported 13F filing for Q1 2024 included $4,780,192,097 in managed 13F securities and a top 10 holdings concentration of 86.44%. Brave Warrior Advisors's largest holding is Elevance Health Inc with shares held of 1,645,837.

2024-03-31

Top Buys (13F)

Name % Change
SNX Synnex Corp 7.24%
AN AutoNation, Inc. (Re 2.81%
MPLX MPLX L.P. 2.62%
DFS Discover Financial S 2.02%
LEN Lennar Corp. Class A 1.62%

2024-03-31

Top Sells (13F)

2024-03-31

13F Holdings Summary

Name $ Change
ELV Elevance Health Inc 17.85%
PRI Primerica Inc 10.66%
FNF Fidelity National Fi 10.08%
DFS Discover Financial S 9.08%
APO Apollo Global Manage 8.95%

2024-03-31

13F Activity

Market Value $4.78b, Prior: $4.19b
Inflows (Outflows) as % of Total MV +3.5913%
New Purchases 2 stocks
Added To 6 stocks
Sold out of 3 stocks
Reduced holdings in 10 stocks
Top 10 Holdings % 86.44%
Turnover %[1] 15.63%
Turnover Alt %[2] 11.39%
Time Held Top 20 13 quarters
Time Held Top 10 12.2 quarters
Time Held All 13.79 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.

2024-03-31

13F Sector Allocation Over Time

2024-03-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-03-31

Portfolio Performance