Quarter snapshot

Brave Warrior Advisors

history	Ticker	Change	% of portfolio	Shares / amount	Value
≡	SNX	−4%	12.75%	3,053,644	$515,180,279
≡	OMF	−1%	10.2%	7,703,307	$412,049,891
≡	ICLR	Newly reported	8.21%	2,996,811	$331,627,105
≡	ELV	−10%	8.13%	1,122,308	$328,555,667
≡	AN	−0%	7.48%	1,547,728	$302,209,369
≡	SLM	+6%	7.2%	13,584,368	$290,841,319
≡	MRP	−1%	5.9%	8,515,897	$238,445,116
≡	PRI	+13%	5.45%	879,323	$220,252,825
≡	LEN	−0%	5.18%	2,410,050	$209,288,742
≡	BLDR	−0%	4.83%	2,372,292	$195,310,800
≡	MPLX	−27%	4.6%	3,253,524	$185,678,615
≡	COF	−1%	4.53%	1,004,304	$183,215,179
≡	RYAAY	−1%	4.35%	3,039,376	$175,675,933
≡	FNF	−1%	4.02%	3,502,213	$162,432,639
≡	FG	−0%	3.35%	5,353,141	$135,541,530
≡	DHI	−1%	2.36%	693,561	$95,170,440
≡	AM	−0%	1.04%	1,839,879	$41,949,241
≡	GOOG		0.14%	20,258	$5,825,390
≡	JPM		0.04%	5,643	$1,659,945
≡	SUNB	Newly reported	0.04%	23,762	$1,546,669
≡	GOOGL		0.03%	3,790	$1,087,199
≡	CMCSA		0.02%	31,094	$892,709
≡	MSFT	+286%	0.02%	2,025	$749,594
≡	BAC	−45%	0.02%	14,532	$708,435
≡	HCA	−66%	0.02%	1,333	$630,829
≡	ARES	Newly reported	0.01%	5,000	$545,500
≡	APO	Newly reported	0.01%	4,500	$501,390
≡	MAR		0.01%	1,194	$390,522
≡	PGR	+3%	0.01%	1,789	$354,651
≡	AMAT		0.01%	961	$328,460
≡	FAF	Newly reported	0.01%	5,000	$301,450
≡	AMZN		0.01%	1,400	$291,578
≡	ET	Newly reported	0.01%	15,000	$289,500
≡	META	+10%	0.01%	373	$213,404
≡	MA		0.01%	422	$210,857
≡	MCO		0.01%	471	$205,474
≡	USB	SOLD	—	—	—
≡	V	SOLD	—	—	—
≡	SPGI	SOLD	—	—	—

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