Universe · entity
Brave Warrior Advisors, LLC
Institutional manager (13F) · CIK 1553733
13F holdings · as of 2026-03-31 · top 36 · reported portfolio $4.0B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | TD SYNNEX CORPORATION | $515M | 3,053,644 |
| 2 | ONEMAIN HLDGS INC | $412M | 7,703,307 |
| 3 | ICON PLC | $332M | 2,996,811 |
| 4 | ELEVANCE HEALTH INC FORMERLY | $329M | 1,122,308 |
| 5 | AUTONATION INC | $302M | 1,547,728 |
| 6 | SLM CORP | $291M | 13,584,368 |
| 7 | MILLROSE PPTYS INC | $238M | 8,515,897 |
| 8 | PRIMERICA INC | $220M | 879,323 |
| 9 | LENNAR CORP | $209M | 2,410,050 |
| 10 | BUILDERS FIRSTSOURCE INC | $195M | 2,372,292 |
| 11 | MPLX LP | $186M | 3,253,524 |
| 12 | CAPITAL ONE FINL CORP | $183M | 1,004,304 |
| 13 | RYANAIR HOLDINGS PLC | $176M | 3,039,376 |
| 14 | FIDELITY NATL FINL INC | $162M | 3,502,213 |
| 15 | F&G ANNUITIES & LIFE INC | $136M | 5,353,141 |
| 16 | D R HORTON INC | $95M | 693,561 |
| 17 | ANTERO MIDSTREAM CORP | $42M | 1,839,879 |
| 18 | ALPHABET INC | $6M | 20,258 |
| 19 | JPMORGAN CHASE & CO | $2M | 5,643 |
| 20 | SUNBELT RENTALS HOLDINGS INC | $2M | 23,762 |
| 21 | ALPHABET INC | $1M | 3,790 |
| 22 | COMCAST CORP NEW | $893k | 31,094 |
| 23 | MICROSOFT CORP | $750k | 2,025 |
| 24 | BANK AMERICA CORP | $708k | 14,532 |
| 25 | HCA HEALTHCARE INC | $631k | 1,333 |
| 26 | ARES MANAGEMENT CORPORATION | $546k | 5,000 |
| 27 | APOLLO GLOBAL MGMT INC | $501k | 4,500 |
| 28 | MARRIOTT INTL INC NEW | $391k | 1,194 |
| 29 | PROGRESSIVE CORP | $355k | 1,789 |
| 30 | APPLIED MATLS INC | $328k | 961 |
| 31 | FIRST AMERN FINL CORP | $301k | 5,000 |
| 32 | AMAZON COM INC | $292k | 1,400 |
| 33 | ENERGY TRANSFER L P | $290k | 15,000 |
| 34 | META PLATFORMS INC | $213k | 373 |
| 35 | MASTERCARD INCORPORATED | $211k | 422 |
| 36 | MOODYS CORP | $205k | 471 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.