Quarter snapshot

Brave Warrior Advisors

history	Ticker	Change	% of portfolio	Shares / amount	Value
≡	ICLR	+5%	11.94%	3,153,308	$547,761,133
≡	OMF	−2%	10.08%	7,585,152	$462,466,717
≡	SNX	−53%	8.4%	1,441,630	$385,405,364
≡	ELV	−13%	8.23%	976,885	$377,790,736
≡	SLM	−2%	7.56%	13,381,145	$347,106,901
≡	AJG	Newly reported	6.43%	1,285,022	$295,002,501
≡	AN	−2%	6.17%	1,524,124	$283,166,998
≡	RYAAY	+30%	5.59%	3,958,684	$256,324,789
≡	PRI	−2%	5.36%	865,863	$246,078,265
≡	LEN	−2%	4.68%	2,373,177	$214,748,787
≡	BLDR	−1%	4.56%	2,340,571	$209,434,293
≡	COF	−2%	4.32%	988,973	$198,407,763
≡	MRP	−29%	3.95%	6,030,725	$181,223,286
≡	MPLX	−2%	3.9%	3,180,534	$179,159,480
≡	FNF	−2%	3.54%	3,446,864	$162,554,106
≡	DHI	−1%	2.43%	684,478	$111,487,777
≡	FG	−54%	1.44%	2,482,417	$66,007,468
≡	AM	−1%	0.9%	1,823,631	$41,487,605
≡	GOOG		0.16%	20,258	$7,239,601
≡	HCA	+263%	0.04%	4,833	$1,884,338
≡	JPM		0.04%	5,643	$1,847,123
≡	SUNB		0.04%	23,762	$1,777,635
≡	MSFT	+111%	0.03%	4,275	$1,594,660
≡	GOOGL		0.03%	3,790	$1,339,121
≡	BAC		0.02%	14,532	$828,033
≡	CMCSA		0.02%	31,094	$763,358
≡	AMAT		0.02%	961	$694,803
≡	AMZN	+89%	0.01%	2,650	$631,601
≡	MA	+178%	0.01%	1,172	$601,939
≡	SPGI	Newly reported	0.01%	1,401	$570,571
≡	NU	Newly reported	0.01%	40,000	$534,400
≡	MAR		0.01%	1,194	$442,484
≡	PGR		0.01%	1,789	$390,807
≡	TXN	Newly reported	0.01%	1,010	$301,051
≡	ET		0.01%	15,000	$286,800
≡	ADI	Newly reported	0.01%	612	$243,068
≡	MCO		0.0%	471	$213,325
≡	V	Newly reported	0.0%	618	$212,030
≡	META		0.0%	373	$210,107
≡	UNH	Newly reported	0.0%	499	$207,399
≡	ARES	SOLD	—	—	—
≡	APO	SOLD	—	—	—
≡	FAF	SOLD	—	—	—

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