Brave Warrior Advisors, LLC
40 holdingsFiling period: 2026-06-30Current AUM: $4.50Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | ICON PUB LTD CO | 3.15M | $547.8M | $547.8M | 12.16% | +156.5K | 2026-06-30 |
| 2 | OMF | ONEMAIN HLDGS INC | 7.59M | $462.5M | $466.7M | 10.36% | -118,155 | 2026-06-30 |
| 3 | SNX | TD SYNNEX CORPORATION | 1.44M | $385.4M | $378.4M | 8.40% | -1,612,014 | 2026-06-30 |
| 4 | ELV | ELEVANCE HEALTH INC FORMERLY | 976.9K | $377.8M | $407.9M | 9.05% | -145,423 | 2026-06-30 |
| 5 | SLM | SLM CORP | 13.38M | $347.1M | $349.9M | 7.77% | -203,223 | 2026-06-30 |
| 6 | AJG | GALLAGHER ARTHUR J & CO | 1.29M | $295.0M | $318.7M | 7.08% | -- | 2026-06-30 |
| 7 | AN | AUTONATION INC | 1.52M | $283.2M | $310.3M | 6.89% | -23,604 | 2026-06-30 |
| 8 | RYAAY | RYANAIR HOLDINGS PLC | 3.96M | $256.3M | $205.7M | 4.57% | +919.3K | 2026-06-30 |
| 9 | PRI | PRIMERICA INC | 865.9K | $246.1M | $253.7M | 5.63% | -13,460 | 2026-06-30 |
| 10 | LEN | LENNAR CORP | 2.37M | $214.7M | $190.0M | 4.22% | -36,873 | 2026-06-30 |
| 11 | BLDR | BUILDERS FIRSTSOURCE INC | 2.34M | $209.4M | $140.9M | 3.13% | -31,721 | 2026-06-30 |
| 12 | COF | CAPITAL ONE FINL CORP | 989.0K | $198.4M | $204.6M | 4.54% | -15,331 | 2026-06-30 |
| 13 | MRP | MILLROSE PPTYS INC | 6.03M | $181.2M | $177.5M | 3.94% | -2,485,172 | 2026-06-30 |
| 14 | MPLX | MPLX LP | 3.18M | $179.2M | $185.8M | 4.12% | -72,990 | 2026-06-30 |
| 15 | FNF | FIDELITY NATL FINL INC | 3.45M | $162.6M | $150.4M | 3.34% | -55,349 | 2026-06-30 |
| 16 | DHI | D R HORTON INC | 684.5K | $111.5M | $96.0M | 2.13% | -9,083 | 2026-06-30 |
| 17 | FG | F&G ANNUITIES & LIFE INC | 2.48M | $66.0M | $58.4M | 1.30% | -2,870,724 | 2026-06-30 |
| 18 | AM | ANTERO MIDSTREAM CORP | 1.82M | $41.5M | $38.9M | 0.86% | -16,248 | 2026-06-30 |
| 19 | GOOGL | ALPHABET INC | 20.3K | $7.2M | $7.0M | 0.16% | -- | 2026-06-30 |
| 20 | HCA | HCA HEALTHCARE INC | 4.8K | $1.9M | $2.0M | 0.05% | +3.5K | 2026-06-30 |
| 21 | JPM | JPMORGAN CHASE & CO | 5.6K | $1.8M | $2.0M | 0.04% | -- | 2026-06-30 |
| 22 | SUNB | SUNBELT RENTALS HOLDINGS INC | 23.8K | $1.8M | $1.7M | 0.04% | -- | 2026-06-30 |
| 23 | MSFT | MICROSOFT CORP | 4.3K | $1.6M | $2.1M | 0.05% | +2.3K | 2026-06-30 |
| 24 | GOOG | ALPHABET INC | 3.8K | $1.3M | $1.3M | 0.03% | -- | 2026-06-30 |
| 25 | BAC | BANK OF AMER CORP | 14.5K | $828K | $865K | 0.02% | -- | 2026-06-30 |
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