0001172661-23-003879.txt : 20231114 0001172661-23-003879.hdr.sgml : 20231114 20231114094627 ACCESSION NUMBER: 0001172661-23-003879 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231114 DATE AS OF CHANGE: 20231114 EFFECTIVENESS DATE: 20231114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Brave Warrior Advisors, LLC CENTRAL INDEX KEY: 0001553733 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: 231402180 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 09-30-2023 09-30-2023 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 11-14-2023 0 34 4005683836 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL C 02079K107 909765 6900 SH SOLE 6900 0 0 ALPHABET INC CAP STK CL A 02079K305 2857721 21838 SH SOLE 21838 0 0 AMAZON COM INC COM 023135106 343224 2700 SH SOLE 2700 0 0 ANTERO MIDSTREAM CORP COM 03676B102 26753197 2233155 SH SOLE 2233155 0 0 APOLLO GLOBAL MGMT INC COM 03769M106 609496970 6790296 SH SOLE 6790296 0 0 ASBURY AUTOMOTIVE GROUP INC COM 043436104 63330449 275266 SH SOLE 275266 0 0 AUTONATION INC COM 05329W102 18123640 119707 SH SOLE 119707 0 0 BANK AMERICA CORP COM 060505104 397886 14532 SH SOLE 14532 0 0 BRUNSWICK CORP COM 117043109 539412 6828 SH SOLE 6828 0 0 COMCAST CORP NEW CL A 20030N101 1378708 31094 SH SOLE 31094 0 0 D R HORTON INC COM 23331A109 130015809 1209787 SH SOLE 1209787 0 0 DISCOVER FINL SVCS COM 254709108 206288381 2381258 SH SOLE 2381258 0 0 ELEVANCE HEALTH INC COM 036752103 708688721 1627598 SH SOLE 1627598 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 273700 10000 SH SOLE 10000 0 0 F&G ANNUITIES & LIFE INC COMMON STOCK 30190A104 187719043 6689916 SH SOLE 6689916 0 0 FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 392191904 9496172 SH SOLE 9496172 0 0 FIRST AMERN FINL CORP COM 31847R102 338940 6000 SH SOLE 6000 0 0 HCA HEALTHCARE INC COM 40412C101 337731 1373 SH SOLE 1373 0 0 ICON PLC SHS G4705A100 233937 950 SH SOLE 950 0 0 JPMORGAN CHASE & CO COM 46625H100 241246571 1663540 SH SOLE 1663540 0 0 LENNAR CORP CL A 526057104 113794262 1013938 SH SOLE 1013938 0 0 LITHIA MTRS INC COM 536797103 260749220 882908 SH SOLE 882908 0 0 LOUISIANA PAC CORP COM 546347105 12771239 231070 SH SOLE 231070 0 0 MARRIOTT INTL INC NEW CL A 571903202 234693 1194 SH SOLE 1194 0 0 MICROSOFT CORP COM 594918104 386794 1225 SH SOLE 1225 0 0 MOODYS CORP COM 615369105 995935 3150 SH SOLE 3150 0 0 MPLX LP COM UNIT REP LTD 55336V100 426840 12000 SH SOLE 12000 0 0 ONEMAIN HLDGS INC COM 68268W103 212422237 5298634 SH SOLE 5298634 0 0 PRIMERICA INC COM 74164M108 410526324 2116006 SH SOLE 2116006 0 0 PROGRESSIVE CORP COM 743315103 243218 1746 SH SOLE 1746 0 0 RAYMOND JAMES FINL INC COM 754730109 214991204 2140707 SH SOLE 2140707 0 0 UNITED RENTALS INC COM 911363109 186103671 418615 SH SOLE 418615 0 0 UNITEDHEALTH GROUP INC COM 91324P102 357975 710 SH SOLE 710 0 0 WELLS FARGO CO NEW COM 949746101 214515 5250 SH SOLE 5250 0 0