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Brave Warrior Advisors, LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $4,588,428,223
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ICON PUB LTD CO · SHS · G4705A100 · shares: $547,761,133
- ONEMAIN HLDGS INC · COM · 68268W103 · shares: $462,466,717
- TD SYNNEX CORPORATION · COM · 87162W100 · shares: $385,405,364
- ELEVANCE HEALTH INC FORMERLY · COM · 036752103 · shares: $377,790,736
- SLM CORP · COM · 78442P106 · shares: $347,106,901
- GALLAGHER ARTHUR J & CO · COM · 363576109 · shares: $295,002,501
- AUTONATION INC · COM · 05329W102 · shares: $283,166,998
- RYANAIR HOLDINGS PLC · SPONSORED ADR · 783513203 · shares: $256,324,789
- PRIMERICA INC · COM · 74164M108 · shares: $246,078,265
- LENNAR CORP · CL A · 526057104 · shares: $214,748,787
Reported holdings
40 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ICON PUB LTD CO | SHS | G4705A100 | — | 3,153,308 shares | $547,761,133 |
| ONEMAIN HLDGS INC | COM | 68268W103 | — | 7,585,152 shares | $462,466,717 |
| TD SYNNEX CORPORATION | COM | 87162W100 | — | 1,441,630 shares | $385,405,364 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | — | 976,885 shares | $377,790,736 |
| SLM CORP | COM | 78442P106 | — | 13,381,145 shares | $347,106,901 |
| GALLAGHER ARTHUR J & CO | COM | 363576109 | — | 1,285,022 shares | $295,002,501 |
| AUTONATION INC | COM | 05329W102 | — | 1,524,124 shares | $283,166,998 |
| RYANAIR HOLDINGS PLC | SPONSORED ADR | 783513203 | — | 3,958,684 shares | $256,324,789 |
| PRIMERICA INC | COM | 74164M108 | — | 865,863 shares | $246,078,265 |
| LENNAR CORP | CL A | 526057104 | — | 2,373,177 shares | $214,748,787 |
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | — | 2,340,571 shares | $209,434,293 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 988,973 shares | $198,407,763 |
| MILLROSE PPTYS INC | COM CL A | 601137102 | — | 6,030,725 shares | $181,223,286 |
| MPLX LP | COM UNIT REP LTD | 55336V100 | — | 3,180,534 shares | $179,159,480 |
| FIDELITY NATL FINL INC | COM SHS | 31620R303 | — | 3,446,864 shares | $162,554,106 |
| D R HORTON INC | COM | 23331A109 | — | 684,478 shares | $111,487,777 |
| F&G ANNUITIES & LIFE INC | COMMON STOCK | 30190A104 | — | 2,482,417 shares | $66,007,468 |
| ANTERO MIDSTREAM CORP | COM | 03676B102 | — | 1,823,631 shares | $41,487,605 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 20,258 shares | $7,239,601 |
| HCA HEALTHCARE INC | COM | 40412C101 | — | 4,833 shares | $1,884,338 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 5,643 shares | $1,847,123 |
| SUNBELT RENTALS HOLDINGS INC | SHS | 866966104 | — | 23,762 shares | $1,777,635 |
| MICROSOFT CORP | COM | 594918104 | — | 4,275 shares | $1,594,660 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 3,790 shares | $1,339,121 |
| BANK OF AMER CORP | COM | 060505104 | — | 14,532 shares | $828,033 |
| COMCAST CORP NEW | CL A | 20030N101 | — | 31,094 shares | $763,358 |
| APPLIED MATLS INC | COM | 038222105 | — | 961 shares | $694,803 |
| AMAZON COM INC | COM | 023135106 | — | 2,650 shares | $631,601 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 1,172 shares | $601,939 |
| S&P GLOBAL INC | COM | 78409V104 | — | 1,401 shares | $570,571 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | — | 40,000 shares | $534,400 |
| MARRIOTT INTL INC NEW | CL A | 571903202 | — | 1,194 shares | $442,484 |
| PROGRESSIVE CORP | COM | 743315103 | — | 1,789 shares | $390,807 |
| TEXAS INSTRS INC | COM | 882508104 | — | 1,010 shares | $301,051 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | — | 15,000 shares | $286,800 |
| ANALOG DEVICES INC | COM | 032654105 | — | 612 shares | $243,068 |
| MOODYS CORP | COM | 615369105 | — | 471 shares | $213,325 |
| VISA INC | COM CL A | 92826C839 | — | 618 shares | $212,030 |
| META PLATFORMS INC | CL A | 30303M102 | — | 373 shares | $210,107 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 499 shares | $207,399 |