Brave Warrior Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$4.04B
Q ending 2026-03-31
Prior quarter
$4.27B
Q ending 2025-12-31
Change
-5.4% QoQ · -7.5% YoY
Positions
36
reported holdings
Largest positions
All 36 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Td Synnex Corporation | SNX | Shares | $515.2M | 3.1M |
| Onemain Hldgs Inc | OMF | Shares | $412.0M | 7.7M |
| Icon Plc | Shares | $331.6M | 3.0M | |
| Elevance Health Inc Formerly | ELV | Shares | $328.6M | 1.1M |
| Autonation Inc | AN | Shares | $302.2M | 1.5M |
| Slm Corp | SLM | Shares | $290.8M | 13.6M |
| Millrose Pptys Inc | MRP | Shares | $238.4M | 8.5M |
| Primerica Inc | PRI | Shares | $220.3M | 879K |
| Lennar Corp | LEN | Shares | $209.3M | 2.4M |
| Builders Firstsource Inc | BLDR | Shares | $195.3M | 2.4M |
| Mplx Lp | MPLX | Shares | $185.7M | 3.3M |
| Capital One Finl Corp | COF | Shares | $183.2M | 1.0M |
| Ryanair Holdings Plc | RYAAY | Shares | $175.7M | 3.0M |
| Fidelity Natl Finl Inc | FNF | Shares | $162.4M | 3.5M |
| F&G Annuities & Life Inc | FG | Shares | $135.5M | 5.4M |
| D R Horton Inc | DHI | Shares | $95.2M | 694K |
| Antero Midstream Corp | AM | Shares | $41.9M | 1.8M |
| Alphabet Inc | GOOGL | Shares | $5.8M | 20K |
| Jpmorgan Chase & Co | JPM | Shares | $1.7M | 6K |
| Sunbelt Rentals Holdings Inc | SUNB | Shares | $1.5M | 24K |
| Alphabet Inc | GOOG | Shares | $1.1M | 4K |
| Comcast Corp New | CMCSA | Shares | $893K | 31K |
| Microsoft Corp | MSFT | Shares | $750K | 2K |
| Bank America Corp | BAC | Shares | $708K | 15K |
| Hca Healthcare Inc | HCA | Shares | $631K | 1K |
| Ares Management Corporation | ARES | Shares | $546K | 5K |
| Apollo Global Mgmt Inc | APO | Shares | $501K | 5K |
| Marriott Intl Inc New | MAR | Shares | $391K | 1K |
| Progressive Corp | PGR | Shares | $355K | 2K |
| Applied Matls Inc | AMAT | Shares | $328K | 961 |
| First Amern Finl Corp | FAF | Shares | $301K | 5K |
| Amazon Com Inc | AMZN | Shares | $292K | 1K |
| Energy Transfer L P | ET | Shares | $290K | 15K |
| Meta Platforms Inc | META | Shares | $213K | 373 |
| Mastercard Incorporated | MA | Shares | $211K | 422 |
| Moodys Corp | MCO | Shares | $205K | 471 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.