Fund portfolio

Brave Warrior Advisors

Ticker	Change	% of portfolio	Shares	Value
87162W100 history	−4%	12.75%	3,053,644	$515,180,279
68268W103 history	−1%	10.2%	7,703,307	$412,049,891
ICLR history	NEW	8.21%	2,996,811	$331,627,105
ELV history	−10%	8.13%	1,122,308	$328,555,667
AN history	−0%	7.48%	1,547,728	$302,209,369
SLM history	+6%	7.2%	13,584,368	$290,841,319
601137102 history	−1%	5.9%	8,515,897	$238,445,116
PRI history	+13%	5.45%	879,323	$220,252,825
LEN history	−0%	5.18%	2,410,050	$209,288,742
BLDR history	−0%	4.83%	2,372,292	$195,310,800
MPLX history	−27%	4.6%	3,253,524	$185,678,615
COF history	−1%	4.53%	1,004,304	$183,215,179
783513203 history	−1%	4.35%	3,039,376	$175,675,933
FNF history	−1%	4.02%	3,502,213	$162,432,639
30190A104 history	−0%	3.35%	5,353,141	$135,541,530
DHI history	−1%	2.36%	693,561	$95,170,440
03676B102 history	−0%	1.04%	1,839,879	$41,949,241
GOOG(L) history		0.17%	—	$6,912,589
JPM history		0.04%	5,643	$1,659,945
SUNB history	NEW	0.04%	23,762	$1,546,669
CMCSA history		0.02%	31,094	$892,709
MSFT history	+286%	0.02%	2,025	$749,594
BAC history	−45%	0.02%	14,532	$708,435
HCA history	−66%	0.02%	1,333	$630,829
03990B101 history	NEW	0.01%	5,000	$545,500
APO history	NEW	0.01%	4,500	$501,390
MAR history		0.01%	1,194	$390,522
PGR history	+3%	0.01%	1,789	$354,651
AMAT history		0.01%	961	$328,460
31847R102 history	NEW	0.01%	5,000	$301,450
AMZN history		0.01%	1,400	$291,578
ET history	NEW	0.01%	15,000	$289,500
META history	+10%	0.01%	373	$213,404
MA history		0.01%	422	$210,857
MCO history		0.01%	471	$205,474
USB history	SOLD	—	—	—
V history	SOLD	—	—	—
SPGI history	SOLD	—	—	—