Brave Warrior Advisors, LLC
36 holdingsFiling period: 2026-03-31Current AUM: $4.64Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SNX | TD SYNNEX CORPORATION | 3.05M | $515.2M | $780.8M | 16.81% | -109,595 | 2026-03-31 |
| 2 | OMF | ONEMAIN HLDGS INC | 7.70M | $412.0M | $482.1M | 10.38% | -35,986 | 2026-03-31 |
| 3 | — | ICON PLC | 3.00M | $331.6M | $331.6M | 7.14% | -- | 2026-03-31 |
| 4 | ELV | ELEVANCE HEALTH INC FORMERLY | 1.12M | $328.6M | $421.8M | 9.08% | -129,495 | 2026-03-31 |
| 5 | AN | AUTONATION INC | 1.55M | $302.2M | $328.7M | 7.08% | -5,013 | 2026-03-31 |
| 6 | SLM | SLM CORP | 13.58M | $290.8M | $353.1M | 7.60% | +752.4K | 2026-03-31 |
| 7 | MRP | MILLROSE PPTYS INC | 8.52M | $238.4M | $238.3M | 5.13% | -84,327 | 2026-03-31 |
| 8 | PRI | PRIMERICA INC | 879.3K | $220.3M | $281.3M | 6.06% | +99.2K | 2026-03-31 |
| 9 | LEN | LENNAR CORP | 2.41M | $209.3M | $198.5M | 4.27% | -1,364 | 2026-03-31 |
| 10 | BLDR | BUILDERS FIRSTSOURCE INC | 2.37M | $195.3M | $157.6M | 3.39% | -6,853 | 2026-03-31 |
| 11 | MPLX | MPLX LP | 3.25M | $185.7M | $190.2M | 4.09% | -1,220,591 | 2026-03-31 |
| 12 | COF | CAPITAL ONE FINL CORP | 1.00M | $183.2M | $209.9M | 4.52% | -4,558 | 2026-03-31 |
| 13 | RYAAY | RYANAIR HOLDINGS PLC | 3.04M | $175.7M | $177.8M | 3.83% | -17,322 | 2026-03-31 |
| 14 | FNF | FIDELITY NATL FINL INC | 3.50M | $162.4M | $180.7M | 3.89% | -16,876 | 2026-03-31 |
| 15 | FG | F&G ANNUITIES & LIFE INC | 5.35M | $135.5M | $152.9M | 3.29% | -23,888 | 2026-03-31 |
| 16 | DHI | D R HORTON INC | 693.6K | $95.2M | $99.2M | 2.14% | -8,261 | 2026-03-31 |
| 17 | AM | ANTERO MIDSTREAM CORP | 1.84M | $41.9M | $40.4M | 0.87% | -8,093 | 2026-03-31 |
| 18 | GOOGL | ALPHABET INC | 20.3K | $5.8M | $7.2M | 0.16% | -- | 2026-03-31 |
| 19 | JPM | JPMORGAN CHASE & CO | 5.6K | $1.7M | $2.0M | 0.04% | -- | 2026-03-31 |
| 20 | SUNB | SUNBELT RENTALS HOLDINGS INC | 23.8K | $1.5M | $1.7M | 0.04% | -- | 2026-03-31 |
| 21 | GOOG | ALPHABET INC | 3.8K | $1.1M | $1.4M | 0.03% | -- | 2026-03-31 |
| 22 | CMCSA | COMCAST CORP NEW | 31.1K | $892K | $744K | 0.02% | -- | 2026-03-31 |
| 23 | MSFT | MICROSOFT CORP | 2.0K | $749K | $940K | 0.02% | +1.5K | 2026-03-31 |
| 24 | BAC | BANK AMERICA CORP | 14.5K | $708K | $900K | 0.02% | -12,000 | 2026-03-31 |
| 25 | HCA | HCA HEALTHCARE INC | 1.3K | $630K | $536K | 0.01% | -2,590 | 2026-03-31 |
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