Brave Warrior Advisors, LLC

13F filer · CIK 0001553733

Reported Aug 14, 2026

Net seller this quarter

13F portfolio value$4.59BU.S. long equity reported on 13F

Positions407 new · 3 closed

Net flow last quarter-$291MBuys minus sells

Top 10 positions weight74.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 202640 positions
ICLRIcon PLC	$548M	11.94%	4.09%	+5.2%	Q2 2023
OMFOneMain Holdings, Inc.	$462M	10.08%	6.57%	-1.5%	Q2 2022
SNXTD Synnex Corp	$385M	8.40%	1.80%	-52.8%	Q1 2024
ELVElevance Health, Inc.	$378M	8.23%	0.45%	-13.0%	Q3 2019
SLMSLM Corp	$347M	7.56%	7.12%	-1.5%	Q1 2025
AJGArthur J. Gallagher & Co.	$295M	6.43%	0.50%	New	Q2 2026
ANAutonation, Inc.	$283M	6.17%	4.60%	-1.5%	Q4 2022
RYAAYRyanair Holdings PLC	$256M	5.59%	0.38%	+30.3%	Q2 2020
PRIPrimerica, Inc.	$246M	5.36%	2.80%	-1.5%	Q2 2013
LENLennar Corp	$215M	4.68%	Not reported	-1.5%	Q3 2018
BLDRBuilders FirstSource, Inc.	$209M	4.56%	2.18%	-1.3%	Q1 2025
COFCapital One Financial Corp	$198M	4.32%	0.16%	-1.5%	Q4 2024
MRPMillrose Properties, Inc.	$181M	3.95%	Not reported	-29.2%	Q1 2025
MPLXMPLX LP	$179M	3.90%	0.31%	-2.2%	Q2 2023
FNFFidelity National Financial, Inc.	$163M	3.54%	1.29%	-1.6%	Q2 2021
DHIHorton D R Inc	$111M	2.43%	0.24%	-1.3%	Q3 2018
FGF&G Annuities & Life, Inc.	$66M	1.44%	1.90%	-53.6%	Q4 2022
AMAntero Midstream Corp	$41.5M	0.90%	0.38%	-0.9%	Q1 2019
GOOGLAlphabet Inc.	$7.24M	0.16%	0.00%	Not reported	Q4 2017
HCAHCA Healthcare, Inc.	$1.88M	0.04%	0.00%	+262.6%	Q3 2016
JPMJPMorgan Chase & Co	$1.85M	0.04%	0.00%	Not reported	Q3 2014
SUNBSunbelt Rentals Holdings, Inc.	$1.78M	0.04%	0.01%	Not reported	Q1 2026
MSFTMicrosoft Corp	$1.59M	0.03%	0.00%	+111.1%	Q3 2013
GOOGAlphabet Inc.	$1.34M	0.03%	Not reported	Not reported	Q3 2018
BACBank of America Corp	$828K	0.02%	0.00%	Not reported	Q4 2013
CMCSAComcast Corp	$763K	0.02%	0.00%	Not reported	Q4 2013
AMATApplied Materials Inc	$695K	0.02%	0.00%	Not reported	Q2 2024
AMZNAmazon Com Inc	$632K	0.01%	0.00%	+89.3%	Q3 2020
MAMastercard Inc	$602K	0.01%	0.00%	+177.7%	Q2 2021
SPGIS&P Global Inc.	$571K	0.01%	0.00%	Not reported	Q3 2024
NUNu Holdings Ltd.	$534K	0.01%	Not reported	New	Q2 2026
MARMarriott International Inc	$442K	0.01%	0.00%	Not reported	Q1 2020
PGRProgressive Corp	$391K	0.01%	0.00%	Not reported	Q4 2019
TXNTexas Instruments Inc	$301K	0.01%	0.00%	Not reported	Q3 2024
ETEnergy Transfer LP	$287K	0.01%	0.00%	Not reported	Q1 2026
ADIAnalog Devices Inc	$243K	0.01%	0.00%	New	Q2 2026
MCOMoodys Corp	$213K	0.00%	0.00%	Not reported	Q3 2018
VVisa Inc.	$212K	0.00%	0.00%	Not reported	Q1 2025
METAMeta Platforms, Inc.	$210K	0.00%	Not reported	Not reported	Q4 2018
UNHUnitedhealth Group Inc	$207K	0.00%	0.00%	Not reported	Q4 2019
Q1 2026Reported May 15, 202636 positions
SNXTD Synnex Corp	$515M	12.75%	3.80%	-3.5%	Q1 2024
OMFOneMain Holdings, Inc.	$412M	10.20%	6.66%	-0.5%	Q2 2022
ICLRIcon PLC	$332M	8.21%	3.91%	Not reported	Q2 2023
ELVElevance Health, Inc.	$329M	8.13%	0.52%	-10.3%	Q3 2019
ANAutonation, Inc.	$302M	7.48%	4.57%	-0.3%	Q4 2022
SLMSLM Corp	$291M	7.20%	7.20%	+5.9%	Q1 2025
MRPMillrose Properties, Inc.	$238M	5.90%	Not reported	-1.0%	Q1 2025
PRIPrimerica, Inc.	$220M	5.45%	2.85%	+12.7%	Q2 2013
LENLennar Corp	$209M	5.18%	Not reported	-0.1%	Q3 2018
BLDRBuilders FirstSource, Inc.	$195M	4.83%	2.21%	-0.3%	Q1 2025
MPLXMPLX LP	$186M	4.60%	0.32%	-27.3%	Q2 2023
COFCapital One Financial Corp	$183M	4.53%	0.16%	-0.5%	Q4 2024
RYAAYRyanair Holdings PLC	$176M	4.35%	0.29%	-0.6%	Q2 2020
FNFFidelity National Financial, Inc.	$162M	4.02%	1.30%	-0.5%	Q2 2021
FGF&G Annuities & Life, Inc.	$136M	3.35%	3.99%	-0.4%	Q4 2022
DHIHorton D R Inc	$95.2M	2.36%	0.24%	-1.2%	Q3 2018
AMAntero Midstream Corp	$41.9M	1.04%	0.39%	-0.4%	Q1 2019
GOOGLAlphabet Inc.	$5.83M	0.14%	0.00%	Not reported	Q4 2017
JPMJPMorgan Chase & Co	$1.66M	0.04%	0.00%	Not reported	Q3 2014
SUNBSunbelt Rentals Holdings, Inc.	$1.55M	0.04%	0.01%	New	Q1 2026
GOOGAlphabet Inc.	$1.09M	0.03%	Not reported	Not reported	Q3 2018
CMCSAComcast Corp	$893K	0.02%	0.00%	Not reported	Q4 2013
MSFTMicrosoft Corp	$750K	0.02%	0.00%	+285.7%	Q3 2013
BACBank of America Corp	$708K	0.02%	0.00%	-45.2%	Q4 2013
HCAHCA Healthcare, Inc.	$631K	0.02%	0.00%	-66.0%	Q3 2016
ARESAres Management Corp	$546K	0.01%	0.00%	New	Q1 2026
APOApollo Global Management, Inc.	$501K	0.01%	0.00%	Not reported	Q3 2021
MARMarriott International Inc	$391K	0.01%	0.00%	Not reported	Q1 2020
PGRProgressive Corp	$355K	0.01%	0.00%	+2.5%	Q4 2019
AMATApplied Materials Inc	$328K	0.01%	0.00%	Not reported	Q2 2024
FAFFirst American Financial Corp	$301K	0.01%	0.00%	Not reported	Q3 2021
AMZNAmazon Com Inc	$292K	0.01%	0.00%	Not reported	Q3 2020
ETEnergy Transfer LP	$290K	0.01%	0.00%	New	Q1 2026
METAMeta Platforms, Inc.	$213K	0.01%	Not reported	+10.4%	Q4 2018
MAMastercard Inc	$211K	0.01%	0.00%	Not reported	Q2 2021
MCOMoodys Corp	$205K	0.01%	0.00%	Not reported	Q3 2018
Q4 2025Reported Feb 17, 202633 positions
OMFOneMain Holdings, Inc.	$523M	12.25%	6.60%	-0.7%	Q2 2022
SNXTD Synnex Corp	$475M	11.13%	3.88%	-3.4%	Q1 2024
ELVElevance Health, Inc.	$439M	10.28%	0.57%	-31.7%	Q3 2019
SLMSLM Corp	$347M	8.13%	6.32%	+10.1%	Q1 2025
ANAutonation, Inc.	$321M	7.51%	4.41%	+27.9%	Q4 2022
MRPMillrose Properties, Inc.	$257M	6.02%	Not reported	+60.0%	Q1 2025
LENLennar Corp	$248M	5.81%	Not reported	+20.2%	Q3 2018
BLDRBuilders FirstSource, Inc.	$245M	5.73%	2.15%	+31.8%	Q1 2025
COFCapital One Financial Corp	$245M	5.73%	0.16%	+4.6%	Q4 2024
MPLXMPLX LP	$239M	5.59%	0.44%	+0.2%	Q2 2023
RYAAYRyanair Holdings PLC	$221M	5.17%	0.29%	-25.2%	Q2 2020
PRIPrimerica, Inc.	$202M	4.72%	2.45%	+3.6%	Q2 2013
FNFFidelity National Financial, Inc.	$192M	4.50%	1.30%	+0.9%	Q2 2021
FGF&G Annuities & Life, Inc.	$166M	3.89%	3.97%	+3.0%	Q4 2022
DHIHorton D R Inc	$101M	2.37%	0.24%	-1.0%	Q3 2018
AMAntero Midstream Corp	$32.9M	0.77%	0.39%	-0.9%	Q1 2019
GOOGLAlphabet Inc.	$6.34M	0.15%	0.00%	-7.3%	Q4 2017
HCAHCA Healthcare, Inc.	$1.83M	0.04%	0.00%	Not reported	Q3 2016
JPMJPMorgan Chase & Co	$1.82M	0.04%	0.00%	Not reported	Q3 2014
BACBank of America Corp	$1.46M	0.03%	0.00%	Not reported	Q4 2013
GOOGAlphabet Inc.	$1.19M	0.03%	Not reported	Not reported	Q3 2018
CMCSAComcast Corp	$929K	0.02%	0.00%	Not reported	Q4 2013
USBUS Bancorp \de\	$800K	0.02%	0.00%	Not reported	Q2 2025
PGRProgressive Corp	$398K	0.01%	0.00%	Not reported	Q4 2019
MARMarriott International Inc	$370K	0.01%	0.00%	Not reported	Q1 2020
AMZNAmazon Com Inc	$323K	0.01%	0.00%	Not reported	Q3 2020
MSFTMicrosoft Corp	$254K	0.01%	0.00%	Not reported	Q3 2013
AMATApplied Materials Inc	$247K	0.01%	0.00%	Not reported	Q2 2024
MAMastercard Inc	$241K	0.01%	0.00%	Not reported	Q2 2021
MCOMoodys Corp	$241K	0.01%	0.00%	Not reported	Q3 2018
METAMeta Platforms, Inc.	$223K	0.01%	Not reported	Not reported	Q4 2018
VVisa Inc.	$217K	0.01%	0.00%	Not reported	Q1 2025
SPGIS&P Global Inc.	$210K	0.00%	0.00%	Not reported	Q3 2024
Q3 2025Reported Nov 14, 202533 positions
ELVElevance Health, Inc.	$593M	13.76%	0.83%	+65.3%	Q3 2019
SNXTD Synnex Corp	$536M	12.45%	4.02%	-13.1%	Q1 2024
OMFOneMain Holdings, Inc.	$440M	10.22%	6.58%	-1.0%	Q2 2022
SLMSLM Corp	$323M	7.49%	5.74%	+10.6%	Q1 2025
ANAutonation, Inc.	$266M	6.17%	3.29%	0.0%	Q4 2022
LENLennar Corp	$253M	5.87%	Not reported	-7.0%	Q3 2018
RYAAYRyanair Holdings PLC	$246M	5.71%	0.38%	-24.1%	Q2 2020
MPLXMPLX LP	$223M	5.18%	0.44%	+4.5%	Q2 2023
BLDRBuilders FirstSource, Inc.	$219M	5.08%	1.63%	-1.2%	Q1 2025
FNFFidelity National Financial, Inc.	$211M	4.90%	1.29%	+0.1%	Q2 2021
PRIPrimerica, Inc.	$209M	4.85%	2.35%	-8.6%	Q2 2013
COFCapital One Financial Corp	$205M	4.76%	0.15%	-47.4%	Q4 2024
MRPMillrose Properties, Inc.	$181M	4.19%	Not reported	-31.6%	Q1 2025
FGF&G Annuities & Life, Inc.	$163M	3.79%	3.88%	-0.1%	Q4 2022
DHIHorton D R Inc	$120M	2.79%	0.24%	-38.7%	Q3 2018
KNTKKinetik Holdings Inc.	$68.8M	1.60%	1.22%	New	Q3 2025
AMAntero Midstream Corp	$36.3M	0.84%	0.39%	-1.7%	Q1 2019
GOOGLAlphabet Inc.	$5.31M	0.12%	0.00%	Not reported	Q4 2017
JPMJPMorgan Chase & Co	$1.78M	0.04%	0.00%	Not reported	Q3 2014
HCAHCA Healthcare, Inc.	$1.67M	0.04%	0.00%	Not reported	Q3 2016
BACBank of America Corp	$1.37M	0.03%	0.00%	Not reported	Q4 2013
CMCSAComcast Corp	$977K	0.02%	0.00%	Not reported	Q4 2013
GOOGAlphabet Inc.	$923K	0.02%	Not reported	Not reported	Q3 2018
USBUS Bancorp \de\	$725K	0.02%	0.00%	Not reported	Q2 2025
ICLRIcon PLC	$525K	0.01%	0.00%	-40.0%	Q2 2023
PGRProgressive Corp	$431K	0.01%	0.00%	Not reported	Q4 2019
MARMarriott International Inc	$311K	0.01%	0.00%	Not reported	Q1 2020
AMZNAmazon Com Inc	$307K	0.01%	0.00%	Not reported	Q3 2020
MSFTMicrosoft Corp	$272K	0.01%	0.00%	Not reported	Q3 2013
METAMeta Platforms, Inc.	$248K	0.01%	Not reported	Not reported	Q4 2018
MAMastercard Inc	$240K	0.01%	0.00%	Not reported	Q2 2021
MCOMoodys Corp	$224K	0.01%	0.00%	Not reported	Q3 2018
VVisa Inc.	$211K	0.00%	0.00%	Not reported	Q1 2025

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