BRAVE WARRIOR ADVISORS, LLC

• NEW YORK, NY • Investment Advisor • Hedge Fund
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Brave Warrior/Chieftain Capital Management is managed by Glenn Greenberg. Brave Warrior Advisors has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 103 13F filings, 3 13D filings, and 40 13G filings Their last reported 13F filing for Q2 2023 included $3,784,441,061 in managed 13F securities and a top 10 holdings concentration of 89.9%. Brave Warrior Advisors's largest holding is Apollo Global Management Inc with shares held of 7,874,383.

06/30/2023

13F Activity

  • Market Value $3.784 Billion
  • Prior Market Value $3.233 Billion
  • New Purchases5 stocks
  • Additional Purchases6 stocks
  • Sold out of1 stock
  • Reduced holdings in16 stocks
  • Top 10 Holdings % 89.90 %
  • Turnover % [1]:18.75%
  • Turnover Alt % [2]: 1.81 %
  • Time Held Top20:12.00 quarters
  • Time Held Top10:12.20 quarters
  • Time Held All:11.78 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.

06/30/2023

13F Sector Allocation Over Time

Fund Metrics

You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for BRAVE WARRIOR ADVISORS, LLC

Portfolio Analysis

Classifications:

Q2 2023:

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Consistent Across Past 12 Quarters:

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Type of 13F Disclosure 13F Holdings Report
% of holdings ETF 0.0
% of top 20 holdings the same as top 20 most commonly held by all managers 15.0%
ALL HOLDINGS TOP-20 HOLDINGS
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Stock BETA (1-yr) Premium subscription required
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Sector Allocation 0.011% (INFORMATION TECHNOLOGY) 54.5% (FINANCE) 12.5% 5.307% 0.125% (COMMUNICATIONS) 54.518% (FINANCE) 14.286% 6.171%

Risk/Reward Analysis

Portfolio Market Cap Analysis

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-08-14

Performance for Q2 2023: 22.14%
Performance Last 4 Quarters: 38.59%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required
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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

BRAVE WARRIOR ADVISORS, LLC
Classified as Hedge Fund
12 EAST 49TH STREET 24TH FL.
NEW YORK NY    10017
Country: United States
Business Phone: 212-421-9760
Fax: 212-421-9826
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 6
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 175,782,000
Total Number of Clients: 110
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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BRAVE WARRIOR ADVISORS, LLC

ownership team - last updated 2023-03-30
Name Title Start Date Direct/Indirect % Ownership
BRAVE WARRIOR CAPITAL, INC. MANAGING MEMBER 01/01/2010 Direct 75% or more
max of 20 shown
Fund Name Position direct/indirect start date end date
BRAVE WARRIOR ADVISORS, LLC MANAGING MEMBER direct 2010-01-01
GREENBERG, GLENN, HANK PRINCIPAL 01/01/2010 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
BRAVE WARRIOR ADVISORS, LLC SHAREHOLDER indirect 2010-01-01
BRAVE WARRIOR ADVISORS, LLC PRINCIPAL direct 2010-01-01
CHIEFTAIN CAPITAL MANAGEMENT, INC. MANAGING DIRECTOR direct 1984-01-01 2009-03-30
TEKUMA ADVISORS, INC. SHAREHOLDER indirect 1984-01-01 2009-11-10
BRAVE WARRIOR CAPITAL, INC. SHAREHOLDER, PRINCIPAL direct 2010-01-01 2011-05-27
MARTEL-DOWNING, DONNA, M. CHIEF COMPLIANCE OFFICER 03/01/2015 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
BRAVE WARRIOR ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2015-03-01
GREENBERG, GLENN, HANK SHAREHOLDER BRAVE WARRIOR CAPITAL, INC. 01/01/2010 Indirect 75% or more
max of 20 shown
Fund Name Position direct/indirect start date end date
BRAVE WARRIOR ADVISORS, LLC SHAREHOLDER indirect 2010-01-01
BRAVE WARRIOR ADVISORS, LLC PRINCIPAL direct 2010-01-01
CHIEFTAIN CAPITAL MANAGEMENT, INC. MANAGING DIRECTOR direct 1984-01-01 2009-03-30
TEKUMA ADVISORS, INC. SHAREHOLDER indirect 1984-01-01 2009-11-10
BRAVE WARRIOR CAPITAL, INC. SHAREHOLDER, PRINCIPAL direct 2010-01-01 2011-05-27

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
BRAVE WARRIOR RANGER FUND, LP United States 805-5125551192 Hedge Fund 62,737,572 5,000,000
BRAVE WARRIOR RANGER QUALIFIED LP United States 805-4499897101 Hedge Fund 25,437,609 5,000,000
BRAVE WARRIOR RANGER ACCREDITED LP United States 805-4823831417 Hedge Fund 24,722,242 5,000,000
BRAVE WARRIOR RANGER FUND (BVI) LTD British Virgin Islands 805-2933323914 Hedge Fund 62,884,955 5,000,000 Master Fund

BRAVE WARRIOR ADVISORS, LLC

ownership team - last updated 2022-03-30
Name Title Start Date Direct/Indirect % Ownership
BRAVE WARRIOR CAPITAL, INC. MANAGING MEMBER 01/01/2010 Direct 75% or more
max of 20 shown
Fund Name Position direct/indirect start date end date
BRAVE WARRIOR ADVISORS, LLC MANAGING MEMBER direct 2010-01-01
GREENBERG, GLENN, HANK PRINCIPAL 01/01/2010 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
BRAVE WARRIOR ADVISORS, LLC SHAREHOLDER indirect 2010-01-01
BRAVE WARRIOR ADVISORS, LLC PRINCIPAL direct 2010-01-01
CHIEFTAIN CAPITAL MANAGEMENT, INC. MANAGING DIRECTOR direct 1984-01-01 2009-03-30
TEKUMA ADVISORS, INC. SHAREHOLDER indirect 1984-01-01 2009-11-10
BRAVE WARRIOR CAPITAL, INC. SHAREHOLDER, PRINCIPAL direct 2010-01-01 2011-05-27
MARTEL-DOWNING, DONNA, M. CHIEF COMPLIANCE OFFICER 03/01/2015 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
BRAVE WARRIOR ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2015-03-01
GREENBERG, GLENN, HANK SHAREHOLDER BRAVE WARRIOR CAPITAL, INC. 01/01/2010 Indirect 75% or more
max of 20 shown
Fund Name Position direct/indirect start date end date
BRAVE WARRIOR ADVISORS, LLC SHAREHOLDER indirect 2010-01-01
BRAVE WARRIOR ADVISORS, LLC PRINCIPAL direct 2010-01-01
CHIEFTAIN CAPITAL MANAGEMENT, INC. MANAGING DIRECTOR direct 1984-01-01 2009-03-30
TEKUMA ADVISORS, INC. SHAREHOLDER indirect 1984-01-01 2009-11-10
BRAVE WARRIOR CAPITAL, INC. SHAREHOLDER, PRINCIPAL direct 2010-01-01 2011-05-27

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
BRAVE WARRIOR RANGER FUND, LP United States 805-5125551192 Hedge Fund 76,400,000 5,000,000
BRAVE WARRIOR RANGER QUALIFIED LP United States 805-4499897101 Hedge Fund 32,800,000 5,000,000
BRAVE WARRIOR RANGER ACCREDITED LP United States 805-4823831417 Hedge Fund 28,300,000 5,000,000
BRAVE WARRIOR RANGER FUND (BVI) LTD British Virgin Islands 805-2933323914 Hedge Fund 69,500,000 5,000,000 Master Fund

BRAVE WARRIOR ADVISORS, LLC

ownership team - last updated 2021-06-16
Name Title Start Date Direct/Indirect % Ownership
BRAVE WARRIOR CAPITAL, INC. MANAGING MEMBER 01/01/2010 Direct 75% or more
max of 20 shown
Fund Name Position direct/indirect start date end date
BRAVE WARRIOR ADVISORS, LLC MANAGING MEMBER direct 2010-01-01
GREENBERG, GLENN, HANK PRINCIPAL 01/01/2010 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
BRAVE WARRIOR ADVISORS, LLC SHAREHOLDER indirect 2010-01-01
BRAVE WARRIOR ADVISORS, LLC PRINCIPAL direct 2010-01-01
CHIEFTAIN CAPITAL MANAGEMENT, INC. MANAGING DIRECTOR direct 1984-01-01 2009-03-30
TEKUMA ADVISORS, INC. SHAREHOLDER indirect 1984-01-01 2009-11-10
BRAVE WARRIOR CAPITAL, INC. SHAREHOLDER, PRINCIPAL direct 2010-01-01 2011-05-27
MARTEL-DOWNING, DONNA, M. CHIEF COMPLIANCE OFFICER 03/01/2015 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
BRAVE WARRIOR ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2015-03-01
GREENBERG, GLENN, HANK SHAREHOLDER BRAVE WARRIOR CAPITAL, INC. 01/01/2010 Indirect 75% or more
max of 20 shown
Fund Name Position direct/indirect start date end date
BRAVE WARRIOR ADVISORS, LLC SHAREHOLDER indirect 2010-01-01
BRAVE WARRIOR ADVISORS, LLC PRINCIPAL direct 2010-01-01
CHIEFTAIN CAPITAL MANAGEMENT, INC. MANAGING DIRECTOR direct 1984-01-01 2009-03-30
TEKUMA ADVISORS, INC. SHAREHOLDER indirect 1984-01-01 2009-11-10
BRAVE WARRIOR CAPITAL, INC. SHAREHOLDER, PRINCIPAL direct 2010-01-01 2011-05-27

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
BRAVE WARRIOR RANGER FUND, LP United States 805-5125551192 Hedge Fund 65,800,000 5,000,000
BRAVE WARRIOR RANGER QUALIFIED LP United States 805-4499897101 Hedge Fund 25,300,000 5,000,000
BRAVE WARRIOR RANGER ACCREDITED LP United States 805-4823831417 Hedge Fund 23,400,000 5,000,000
BRAVE WARRIOR RANGER FUND (BVI) LTD British Virgin Islands 805-2933323914 Hedge Fund 56,600,000 5,000,000 Master Fund

BRAVE WARRIOR ADVISORS, LLC

ownership team - last updated 2021-03-31
Name Title Start Date Direct/Indirect % Ownership
BRAVE WARRIOR CAPITAL, INC. MANAGING MEMBER 01/01/2010 Direct 75% or more
max of 20 shown
Fund Name Position direct/indirect start date end date
BRAVE WARRIOR ADVISORS, LLC MANAGING MEMBER direct 2010-01-01
GREENBERG, GLENN, HANK PRINCIPAL 01/01/2010 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
BRAVE WARRIOR ADVISORS, LLC SHAREHOLDER indirect 2010-01-01
BRAVE WARRIOR ADVISORS, LLC PRINCIPAL direct 2010-01-01
CHIEFTAIN CAPITAL MANAGEMENT, INC. MANAGING DIRECTOR direct 1984-01-01 2009-03-30
TEKUMA ADVISORS, INC. SHAREHOLDER indirect 1984-01-01 2009-11-10
BRAVE WARRIOR CAPITAL, INC. SHAREHOLDER, PRINCIPAL direct 2010-01-01 2011-05-27
MARTEL-DOWNING, DONNA, M. CHIEF COMPLIANCE OFFICER 03/01/2015 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
BRAVE WARRIOR ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2015-03-01
GREENBERG, GLENN, HANK SHAREHOLDER BRAVE WARRIOR CAPITAL, INC. 01/01/2010 Indirect 75% or more
max of 20 shown
Fund Name Position direct/indirect start date end date
BRAVE WARRIOR ADVISORS, LLC SHAREHOLDER indirect 2010-01-01
BRAVE WARRIOR ADVISORS, LLC PRINCIPAL direct 2010-01-01
CHIEFTAIN CAPITAL MANAGEMENT, INC. MANAGING DIRECTOR direct 1984-01-01 2009-03-30
TEKUMA ADVISORS, INC. SHAREHOLDER indirect 1984-01-01 2009-11-10
BRAVE WARRIOR CAPITAL, INC. SHAREHOLDER, PRINCIPAL direct 2010-01-01 2011-05-27

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
AVM RANGER FUND LP United States 805-5125551192 Hedge Fund 62,800,000 5,000,000
AVM RANGER QUALIFIED LP United States 805-4499897101 Hedge Fund 24,100,000 5,000,000
AVM RANGER ACCREDITED LP United States 805-4823831417 Hedge Fund 22,300,000 5,000,000
AVM RANGER FUND BVI LTD British Virgin Islands 805-2933323914 Hedge Fund 55,100,000 5,000,000 Master Fund

BRAVE WARRIOR ADVISORS, LLC

ownership team - last updated 2020-06-26
Name Title Start Date Direct/Indirect % Ownership
BRAVE WARRIOR CAPITAL, INC. MANAGING MEMBER 01/01/2010 Direct 75% or more
max of 20 shown
Fund Name Position direct/indirect start date end date
BRAVE WARRIOR ADVISORS, LLC MANAGING MEMBER direct 2010-01-01
GREENBERG, GLENN, HANK PRINCIPAL 01/01/2010 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
BRAVE WARRIOR ADVISORS, LLC SHAREHOLDER indirect 2010-01-01
BRAVE WARRIOR ADVISORS, LLC PRINCIPAL direct 2010-01-01
CHIEFTAIN CAPITAL MANAGEMENT, INC. MANAGING DIRECTOR direct 1984-01-01 2009-03-30
TEKUMA ADVISORS, INC. SHAREHOLDER indirect 1984-01-01 2009-11-10
BRAVE WARRIOR CAPITAL, INC. SHAREHOLDER, PRINCIPAL direct 2010-01-01 2011-05-27
MARTEL-DOWNING, DONNA, M. CHIEF COMPLIANCE OFFICER 03/01/2015 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
BRAVE WARRIOR ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2015-03-01
GREENBERG, GLENN, HANK SHAREHOLDER BRAVE WARRIOR CAPITAL, INC. 01/01/2010 Indirect 75% or more
max of 20 shown
Fund Name Position direct/indirect start date end date
BRAVE WARRIOR ADVISORS, LLC SHAREHOLDER indirect 2010-01-01
BRAVE WARRIOR ADVISORS, LLC PRINCIPAL direct 2010-01-01
CHIEFTAIN CAPITAL MANAGEMENT, INC. MANAGING DIRECTOR direct 1984-01-01 2009-03-30
TEKUMA ADVISORS, INC. SHAREHOLDER indirect 1984-01-01 2009-11-10
BRAVE WARRIOR CAPITAL, INC. SHAREHOLDER, PRINCIPAL direct 2010-01-01 2011-05-27

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