0001172661-24-001423.txt : 20240214 0001172661-24-001423.hdr.sgml : 20240214 20240214160123 ACCESSION NUMBER: 0001172661-24-001423 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Brave Warrior Advisors, LLC CENTRAL INDEX KEY: 0001553733 ORGANIZATION NAME: IRS NUMBER: 352373635 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14996 FILM NUMBER: 24637481 BUSINESS ADDRESS: STREET 1: 12 EAST 49 STREET, 24TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10017 BUSINESS PHONE: 212-421-9760 MAIL ADDRESS: STREET 1: 12 EAST 49 STREET, 24TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10017 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001553733 XXXXXXXX 12-31-2023 12-31-2023 false Brave Warrior Advisors, LLC

12 East 49 Street, 24th Floor New York NY 10017

13F HOLDINGS REPORT 028-14996 000108894 801-29459 N Donna Martel-Downing 212-421-9760 /s/ Donna Martel-Downing New York NY 02-14-2024 0 30 4191392853 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL C 02079K107 534125 3790 SH SOLE 3790 0 0 ALPHABET INC CAP STK CL A 02079K305 3053344 21858 SH SOLE 21858 0 0 AMAZON COM INC COM 023135106 410238 2700 SH SOLE 2700 0 0 ANTERO MIDSTREAM CORP COM 03676B102 27882508 2225260 SH SOLE 2225260 0 0 APOLLO GLOBAL MGMT INC COM 03769M106 419664484 4503321 SH SOLE 4503321 0 0 ASBURY AUTOMOTIVE GROUP INC COM 043436104 62624224 278367 SH SOLE 278367 0 0 AUTONATION INC COM 05329W102 18387288 122435 SH SOLE 122435 0 0 BANK AMERICA CORP COM 060505104 758652 22532 SH SOLE 22532 0 0 COMCAST CORP NEW CL A 20030N101 1363472 31094 SH SOLE 31094 0 0 D R HORTON INC COM 23331A109 116623069 767358 SH SOLE 767358 0 0 DISCOVER FINL SVCS COM 254709108 295967971 2633167 SH SOLE 2633167 0 0 ELEVANCE HEALTH INC COM 036752103 828367289 1756653 SH SOLE 1756653 0 0 F&G ANNUITIES & LIFE INC COMMON STOCK 30190A104 285986324 6217094 SH SOLE 6217094 0 0 FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 482155530 9450324 SH SOLE 9450324 0 0 HCA HEALTHCARE INC COM 40412C101 1048344 3873 SH SOLE 3873 0 0 JPMORGAN CHASE & CO COM 46625H100 281712476 1656158 SH SOLE 1656158 0 0 KEYCORP COM 493267108 144000 10000 SH SOLE 10000 0 0 LENNAR CORP CL A 526057104 85186346 571567 SH SOLE 571567 0 0 LITHIA MTRS INC COM 536797103 271320793 823982 SH SOLE 823982 0 0 LOUISIANA PAC CORP COM 546347105 16272413 229739 SH SOLE 229739 0 0 MARRIOTT INTL INC NEW CL A 571903202 269259 1194 SH SOLE 1194 0 0 MICROSOFT CORP COM 594918104 385441 1025 SH SOLE 1025 0 0 MPLX LP COM UNIT REP LTD 55336V100 624240 17000 SH SOLE 17000 0 0 ONEMAIN HLDGS INC COM 68268W103 315706560 6416800 SH SOLE 6416800 0 0 PRIMERICA INC COM 74164M108 434920262 2113726 SH SOLE 2113726 0 0 PROGRESSIVE CORP COM 743315103 278103 1746 SH SOLE 1746 0 0 RAYMOND JAMES FINL INC COM 754730109 238296239 2137186 SH SOLE 2137186 0 0 RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 870307 6526 SH SOLE 6526 0 0 UNITEDHEALTH GROUP INC COM 91324P102 321147 610 SH SOLE 610 0 0 WELLS FARGO CO NEW COM 949746101 258405 5250 SH SOLE 5250 0 0