Brave Warrior Advisors, LLC
40 holdingsFiling period: 2026-06-30Current AUM: $4.31Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | Icon Pub Ltd Co | 3.15M | $547.8M | $547.8M | 12.71% | +156.5K | 2026-06-30 |
| 2 | OMF | Onemain Hldgs Inc | 7.59M | $462.5M | $428.9M | 9.95% | -118,155 | 2026-06-30 |
| 3 | SNX | TD Synnex Corporation | 1.44M | $385.4M | $341.1M | 7.91% | -1,612,014 | 2026-06-30 |
| 4 | ELV | Elevance Health Inc Formerly | 976.9K | $377.8M | $410.4M | 9.52% | -145,423 | 2026-06-30 |
| 5 | SLM | Slm Corp | 13.38M | $347.1M | $238.2M | 5.53% | -203,223 | 2026-06-30 |
| 6 | AJG | Gallagher Arthur J & Co | 1.29M | $295.0M | $354.8M | 8.23% | -- | 2026-06-30 |
| 7 | AN | Autonation Inc | 1.52M | $283.2M | $273.8M | 6.35% | -23,604 | 2026-06-30 |
| 8 | RYAAY | Ryanair Holdings PLC | 3.96M | $256.3M | $212.7M | 4.93% | +919.3K | 2026-06-30 |
| 9 | PRI | Primerica Inc | 865.9K | $246.1M | $243.4M | 5.65% | -13,460 | 2026-06-30 |
| 10 | LEN | Lennar Corp | 2.37M | $214.7M | $206.3M | 4.79% | -36,873 | 2026-06-30 |
| 11 | BLDR | Builders Firstsource Inc | 2.34M | $209.4M | $151.9M | 3.52% | -31,721 | 2026-06-30 |
| 12 | COF | Capital One Finl Corp | 989.0K | $198.4M | $202.6M | 4.70% | -15,331 | 2026-06-30 |
| 13 | MRP | Millrose Pptys Inc | 6.03M | $181.2M | $154.5M | 3.58% | -2,485,172 | 2026-06-30 |
| 14 | MPLX | Mplx LP | 3.18M | $179.2M | $191.3M | 4.44% | -72,990 | 2026-06-30 |
| 15 | FNF | Fidelity Natl Finl Inc | 3.45M | $162.6M | $139.6M | 3.24% | -55,349 | 2026-06-30 |
| 16 | DHI | D R Horton Inc | 684.5K | $111.5M | $99.9M | 2.32% | -9,083 | 2026-06-30 |
| 17 | FG | F&G Annuities & Life Inc | 2.48M | $66.0M | $52.5M | 1.22% | -2,870,724 | 2026-06-30 |
| 18 | AM | Antero Midstream Corp | 1.82M | $41.5M | $39.2M | 0.91% | -16,248 | 2026-06-30 |
| 19 | GOOGL | Alphabet Inc | 20.3K | $7.2M | $5.7M | 0.13% | -- | 2026-06-30 |
| 20 | HCA | Hca Healthcare Inc | 4.8K | $1.9M | $2.3M | 0.05% | +3.5K | 2026-06-30 |
| 21 | JPM | JPMorgan Chase & Co | 5.6K | $1.8M | $1.9M | 0.04% | -- | 2026-06-30 |
| 22 | SUNB | Sunbelt Rentals Holdings Inc | 23.8K | $1.8M | $2.0M | 0.05% | -- | 2026-06-30 |
| 23 | MSFT | Microsoft Corp | 4.3K | $1.6M | $2.2M | 0.05% | +2.3K | 2026-06-30 |
| 24 | GOOG | Alphabet Inc | 3.8K | $1.3M | $1.1M | 0.02% | -- | 2026-06-30 |
| 25 | BAC | Bank of Amer Corp | 14.5K | $828K | $727K | 0.02% | -- | 2026-06-30 |
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