Quarter snapshot

Brave Warrior Advisors

Earliest quarter on record — change badges compare to the prior quarter, which isn't stored before this one.

Ticker	Change	% of portfolio	Shares	Value
OMF history	NEW	12.25%	7,739,293	$522,789,242
SNX history	NEW	11.13%	3,163,239	$475,213,395
ELV history	NEW	10.28%	1,251,803	$438,819,542
SLM history	NEW	8.13%	12,831,965	$347,232,973
AN history	NEW	7.51%	1,552,741	$320,609,962
MRP history	NEW	6.02%	8,600,224	$256,888,691
LEN history	NEW	5.81%	2,411,414	$247,893,359
BLDR history	NEW	5.73%	2,379,145	$244,790,229
COF history	NEW	5.73%	1,008,862	$244,507,794
MPLX history	NEW	5.59%	4,474,115	$238,783,518
RYAAY history	NEW	5.17%	3,056,698	$220,663,029
PRI history	NEW	4.72%	780,125	$201,553,095
FNF history	NEW	4.5%	3,519,089	$192,107,069
FG history	NEW	3.89%	5,377,029	$165,881,338
DHI history	NEW	2.37%	701,822	$101,083,423
AM history	NEW	0.77%	1,847,972	$32,875,422
GOOG history	NEW	0.15%	20,258	$6,340,754
HCA history	NEW	0.04%	3,923	$1,831,492
JPM history	NEW	0.04%	5,643	$1,818,287
BAC history	NEW	0.03%	26,532	$1,459,260
GOOGL history	NEW	0.03%	3,790	$1,189,302
CMCSA history	NEW	0.02%	31,094	$929,400
USB history	NEW	0.02%	15,000	$800,400
PGR history	NEW	0.01%	1,746	$397,599
MAR history	NEW	0.01%	1,194	$370,427
AMZN history	NEW	0.01%	1,400	$323,148
MSFT history	NEW	0.01%	525	$253,900
AMAT history	NEW	0.01%	961	$246,967
MA history	NEW	0.01%	422	$240,911
MCO history	NEW	0.01%	471	$240,610
META history	NEW	0.01%	338	$223,110
V history	NEW	0.01%	618	$216,739
SPGI history	NEW	0.0%	401	$209,559