SEC 13F Intelligence

Managers / Q2 2022 · view latest →

Brave Warrior Advisors, LLC

CIK 0001553733 · 12 EAST 49 STREET, 24TH FLOOR, NEW YORK, NY, 10017 · 212-421-9760

Reported Value
$2.9B
Q2 2022
Positions
23
Filings on Record
31
2019–present window
Filed
Aug 15, 2022
original filing

Summary

Brave Warrior Advisors, Llc reported $2.9B in U.S.-listed holdings across 23 positions for Q2 2022.

The portfolio is heavily concentrated: ELV alone accounts for 20.1% of reported value.

Compared with Q1 2022, the fund opened 1 new position and exited 2.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $2.0BQ4 ’18Q1 ’19: $2.0BQ2 ’19: $1.9BQ3 ’19: $1.9BQ4 ’19: $1.9BQ4 ’19Q1 ’20: $1.7BQ2 ’20: $2.0BQ3 ’20: $2.2BQ4 ’20: $2.7BQ4 ’20Q1 ’21: $3.1BQ2 ’21: $2.9BQ3 ’21: $2.9BQ4 ’21: $3.1BQ4 ’21Q1 ’22: $3.4BQ2 ’22: $2.9BQ3 ’22: $2.9BQ4 ’22: $3.17TQ4 ’22Q1 ’23: $3.2BQ2 ’23: $3.8BQ3 ’23: $4.0BQ4 ’23: $4.2BQ4 ’23Q1 ’24: $4.8BQ2 ’24: $4.5BQ3 ’24: $4.8BQ4 ’24: $4.0BQ4 ’24Q1 ’25: $4.4BQ2 ’25: $4.4BQ3 ’25: $4.3BQ4 ’25: $4.3BQ4 ’25Q1 ’26: $4.0Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 100.0%
  • Common Stock · 100.0% · $2.9B

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2022

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$4.0B36May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$4.3B33Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$4.3B33Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$4.4B35Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$4.4B35May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$4.0B30Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$4.8B32Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$4.5B27Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$4.8B29May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$4.2B30Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$4.0B34Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$3.8B32Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$3.2B28May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$3.17T26Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$2.9B25Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$2.9B23Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$3.4B24May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$3.1B23Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$2.9B24Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$2.9B24Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$3.1B35May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$2.7B37Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$2.2B38Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$2.0B34Aug 19, 2020RESTATEMENTchanges · EDGAR ↗
Q1 2020$1.7B22May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$1.9B19Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$1.9B17Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.9B19Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$2.0B20May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$2.0B22Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.