BRAVE WARRIOR ADVISORS LLC
Q3 2022 Form 13-F
NEW YORK, NEW YORK
CIK 0001553733
· CRD 108894
· SEC-registered investment adviser
$2.9B Reported Value Total
BRAVE WARRIOR ADVISORS, LLC reports 280 total accounts under management (AUM). There are 280 discretionary accounts valued at $3,933,297,242, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
SEC Registered
Discretionary Manager
Private funds (Form ADV)
4 funds
· $220.5M gross asset value
Hedge Fund: $220.5M
Source: Form ADV filed 2026-04-06
Reported value
$2.9B
Quarter over quarter
-4.3%
Holdings
25
Top-10 concentration
89.3%
Filing Structure
Key People
Form ADV owners & control persons
Glenn Hank Greenberg
SHAREHOLDER
Donna M. Martel-Downing
CHIEF COMPLIANCE OFFICER
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
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Q3 2022 13F record
Q3 2022 13F filing summary
| Period of report | September 30, 2022 |
|---|---|
| Filed | November 14, 2022 |
| Form | 13F-HR |
| Reported value | $2.9B |
| Positions | 25 |
| Change in reported value | -0.7% |
| New positions | 2 |
| Exited positions | 0 |
| Position turnover | 8.0% |
| Top-10 concentration | 89.3% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
40 | $4.6B |
|
Q1 2026 13F
Filed May 15, 2026
|
36 | $4.0B |
|
Q4 2025 13F
Filed Feb 17, 2026
|
33 | $4.3B |
|
Q3 2025 13F
Filed Nov 14, 2025
|
33 | $4.3B |
|
Q2 2025 13F
Filed Aug 14, 2025
|
35 | $4.4B |
|
Q1 2025 13F
Filed May 15, 2025
|
35 | $4.4B |
|
Q4 2024 13F
Filed Feb 14, 2025
|
30 | $4.0B |
|
Q3 2024 13F
Filed Nov 14, 2024
|
32 | $4.8B |
|
Q2 2024 13F
Filed Aug 14, 2024
|
27 | $4.5B |
|
Q1 2024 13F
Filed May 15, 2024
|
29 | $4.8B |
|
Q4 2023 13F
Filed Feb 14, 2024
|
30 | $4.2B |
|
Q3 2023 13F
Filed Nov 14, 2023
|
34 | $4.0B |
|
Q2 2023 13F
Filed Aug 14, 2023
|
32 | $3.8B |
|
Q1 2023 13F
Filed May 15, 2023
|
28 | $3.2B |
|
Q4 2022 13F
Filed Feb 14, 2023
|
26 | $3.2B |
|
Q3 2022 13F
Filed Nov 14, 2022
|
25 | $2.9B |
|
Q2 2022 13F
Filed Aug 15, 2022
|
23 | $2.9B |
|
Q1 2022 13F
Filed May 16, 2022
|
24 | $3.4B |
|
Q4 2021 13F
Filed Feb 14, 2022
|
23 | $3.1B |
|
Q3 2021 13F
Filed Nov 15, 2021
|
24 | $2.9B |
33 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2022
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | ELV ELEVANCE HEALTH INC | $540.5M | 18.68% |
| 2 | APO APOLLO GLOBAL MGMT INC | $365.0M | 12.62% |
| 3 | FNT FIDELITY NATIONAL FINANCIAL | $339.9M | 11.75% |
| 4 | PRI PRIMERICA INC | $271.5M | 9.38% |
| 5 | LAD LITHIA MTRS INC | $243.8M | 8.43% |
| 6 | RJF RAYMOND JAMES FINL INC | $221.2M | 7.65% |
| 7 | JPM JPMORGAN CHASE & CO | $181.3M | 6.27% |
| 8 | OMF ONEMAIN HLDGS INC | $158.9M | 5.49% |
| 9 | VVV VALVOLINE INC | $138.2M | 4.78% |
| 10 | URI UNITED RENTALS INC | $122.0M | 4.22% |
| 11 | DHI D R HORTON INC | $109.2M | 3.77% |
| 12 | HCA HCA HEALTHCARE INC | $77.4M | 2.67% |
| 13 | LEN LENNAR CORP | $66.9M | 2.31% |
| 14 | ABG ASBURY AUTOMOTIVE GROUP INC | $30.3M | 1.05% |
| 15 | AM ANTERO MIDSTREAM CORP | $21.6M | 0.75% |
| 16 | UNH UNITEDHEALTH GROUP INC | $1.2M | 0.04% |
| 17 | CMCSA COMCAST CORP NEW | $912.0K | 0.03% |
| 18 | MCO MOODYS CORP | $761.0K | 0.03% |
| 19 | GOOG ALPHABET INC | $663.0K | 0.02% |
| 20 | GOOGL ALPHABET INC | $536.0K | 0.02% |
Values as reported on the Q3 2022 Form 13F. Every position is in the holdings table below.