BRAVE WARRIOR ADVISORS LLC
Q3 2024 Form 13-F

NEW YORK, NEW YORK
CIK 0001553733 · CRD 108894 · SEC-registered investment adviser
$4.8B Reported Value Total

BRAVE WARRIOR ADVISORS, LLC reports 284 total accounts under management (AUM). There are 284 discretionary accounts valued at $5,235,785,937, 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
$4.8B
Quarter over quarter
+8.8%
Holdings
32
Top-10 concentration
83.5%

Filing Structure

Reports holdings for

Key People

Form ADV owners & control persons
Glenn Hank Greenberg
SHAREHOLDER
Donna M. Martel-Downing
CHIEF COMPLIANCE OFFICER

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Q3 2024 13F record

Q3 2024 13F filing summary

Q3 2024 Form 13F portfolio summary
Period of report September 30, 2024
Filed November 14, 2024
Form 13F-HR
Reported value $4.8B
Positions 32
Change in reported value +6.8%
New positions 6
Exited positions 1
Position turnover 21.2%
Top-10 concentration 83.5%

13F filings by quarter

Form 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 2024

Largest Q3 2024 13F positions by reported value
# Holding Reported value % of portfolio
1 ELV ELEVANCE HEALTH INC $853.5M 17.71%
2 DFS DISCOVER FINL SVCS $484.7M 10.06%
3 SNX TD SYNNEX CORPORATION $443.8M 9.21%
4 PRI PRIMERICA INC $387.2M 8.03%
5 FNT FIDELITY NATIONAL FINANCIAL $373.0M 7.74%
6 OMF ONEMAIN HLDGS INC $348.4M 7.23%
7 LEN LENNAR CORP $333.9M 6.93%
8 APO APOLLO GLOBAL MGMT INC $284.5M 5.9%
9 LAD LITHIA MTRS INC $271.4M 5.63%
10 FG F&G ANNUITIES & LIFE INC $244.0M 5.06%
11 RYAAY RYANAIR HOLDINGS PLC $230.6M 4.78%
12 MPLX MPLX LP $197.1M 4.09%
13 AN AUTONATION INC $174.0M 3.61%
14 DHI D R HORTON INC $153.2M 3.18%
15 AM ANTERO MIDSTREAM CORP $28.6M 0.59%
16 GOOGL ALPHABET INC $3.6M 0.08%
17 HCA HCA HEALTHCARE INC $1.4M 0.03%
18 CMCSA COMCAST CORP NEW $1.3M 0.03%
19 JPM JPMORGAN CHASE & CO. $1.2M 0.02%
20 BAC BANK AMERICA CORP $894.1K 0.02%

Values as reported on the Q3 2024 Form 13F. Every position is in the holdings table below.

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