Brave Warrior Advisors, LLC

Est. AUM

$4.04B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	TD SYNNEX CORPORATION	COM	$515.2M	3053644	12.75%	SOLE
2	ONEMAIN HLDGS INC	COM	$412.1M	7703307	10.20%	SOLE
3	ICON PLC	SHS	$331.6M	2996811	8.21%	SOLE
4	ELEVANCE HEALTH INC FORMERLY	COM	$328.6M	1122308	8.13%	SOLE
5	AUTONATION INC	COM	$302.2M	1547728	7.48%	SOLE
6	SLM CORP	COM	$290.8M	13584368	7.20%	SOLE
7	MILLROSE PPTYS INC	COM CL A	$238.4M	8515897	5.90%	SOLE
8	PRIMERICA INC	COM	$220.3M	879323	5.45%	SOLE
9	LENNAR CORP	CL A	$209.3M	2410050	5.18%	SOLE
10	BUILDERS FIRSTSOURCE INC	COM	$195.3M	2372292	4.83%	SOLE
11	MPLX LP	COM UNIT REP LTD	$185.7M	3253524	4.60%	SOLE
12	CAPITAL ONE FINL CORP	COM	$183.2M	1004304	4.53%	SOLE
13	RYANAIR HOLDINGS PLC	SPONSORED ADR	$175.7M	3039376	4.35%	SOLE
14	FIDELITY NATL FINL INC	COM SHS	$162.4M	3502213	4.02%	SOLE
15	F&G ANNUITIES & LIFE INC	COMMON STOCK	$135.5M	5353141	3.35%	SOLE
16	D R HORTON INC	COM	$95.2M	693561	2.36%	SOLE
17	ANTERO MIDSTREAM CORP	COM	$41.9M	1839879	1.04%	SOLE
18	ALPHABET INC	CAP STK CL A	$5.8M	20258	0.14%	SOLE
19	JPMORGAN CHASE & CO	COM	$1.7M	5643	0.04%	SOLE
20	SUNBELT RENTALS HOLDINGS INC	SHS	$1.5M	23762	0.04%	SOLE
21	ALPHABET INC	CAP STK CL C	$1.1M	3790	0.03%	SOLE
22	COMCAST CORP NEW	CL A	$893K	31094	0.02%	SOLE
23	MICROSOFT CORP	COM	$750K	2025	0.02%	SOLE
24	BANK AMERICA CORP	COM	$708K	14532	0.02%	SOLE
25	HCA HEALTHCARE INC	COM	$631K	1333	0.02%	SOLE
26	ARES MANAGEMENT CORPORATION	CL A COM STK	$546K	5000	0.01%	SOLE
27	APOLLO GLOBAL MGMT INC	COM	$501K	4500	0.01%	SOLE
28	MARRIOTT INTL INC NEW	CL A	$391K	1194	0.01%	SOLE
29	PROGRESSIVE CORP	COM	$355K	1789	0.01%	SOLE
30	APPLIED MATLS INC	COM	$328K	961	0.01%	SOLE
31	FIRST AMERN FINL CORP	COM	$301K	5000	0.01%	SOLE
32	AMAZON COM INC	COM	$292K	1400	0.01%	SOLE
33	ENERGY TRANSFER L P	COM UT LTD PTN	$290K	15000	0.01%	SOLE
34	META PLATFORMS INC	CL A	$213K	373	0.01%	SOLE
35	MASTERCARD INCORPORATED	CL A	$211K	422	0.01%	SOLE
36	MOODYS CORP	COM	$205K	471	0.01%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.