Brave Warrior Advisors, LLC 13F holdings and portfolio analysis
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Baseline
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Directly following the baseline means accepting a very top-heavy portfolio with cyclical and financial risk concentrated in a few names. strategyViews.baseline.concentration shows top 5 at 52.07% and top 10 at 82.57%. The biggest positions are OMF 12.94%, SNX 11.75%, ELV 10.86%, SLM 8.59%, and AN 7.93%. SectorWeights are led by Financials at 41.55% and Consumer Discretionary at 16.59%, with another 11.77% in Information Technology. The baseline also comes with 13F lag and implementation drag, including 661 trades and 2.21 estimated cost in riskNotes.
The recent quarters show why the baseline can post solid long-run returns but uneven relative results. In periodPerformance, 2023-03-31 was strong with 13.42% vs 7.9% for SPY, a +5.51% excess return, while 2023-09-30 added another +2.52% excess. But weak quarters offset that edge: 2024-06-30 returned 4.88% versus 9.83% for SPY (-4.95% excess), 2024-09-30 was -2.54% versus +2.76% (-5.3% excess), and 2025-03-31 was essentially flat at -0.01% versus +9.22% for SPY (-9.22% excess). Those swings fit the baseline summary of strong absolute returns with uneven benchmark-relative results.
The next thing to inspect is whether the concentration and drawdown profile are tolerable after reporting lag. The baseline has a -34.45% max drawdown, 166 recoveryDays, and 0.77 beta, so it was less market-sensitive than SPY but still suffered deep losses. Users should also inspect whether they are comfortable with the top 5 at 52.07%, the Financials weight at 41.55%, and the recent shift toward OMF, AN, MRP, and COF. Finally, turnover and trade burden matter: period turnover reached 20.28 in 2025-03-31 and totalEstimatedCost was 2.2084.