Brave Warrior Advisors, LLC
Brave Warrior Advisors, LLC reported 40 holdings worth US$4.59B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Brave Warrior Advisors, LLC reported 40 holdings worth US$4.59B as of Jun 30, 2026. Largest: Onemain Holdings, Inc., Td Synnex Corporation and Elevance Health, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 40
- Value as reported
- US$4.59B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Onemain Holdings, Inc. | 7.59M | US$462M | 10.1% |
| Td Synnex Corporation | 1.44M | US$385M | 8.4% |
| Elevance Health, Inc. | 977K | US$378M | 8.2% |
| Slm Corporation | 13.4M | US$347M | 7.6% |
| Arthur J. Gallagher & Co. | 1.29M | US$295M | 6.4% |
| Autonation, Inc. | 1.52M | US$283M | 6.2% |
| Primerica, Inc. | 866K | US$246M | 5.4% |
| Lennar Corporation | 2.37M | US$215M | 4.7% |
| Builders Firstsource, Inc. | 2.34M | US$209M | 4.6% |
| Capital One Financial Corporation | 989K | US$198M | 4.3% |
| Millrose Properties, Inc. | 6.03M | US$181M | 3.9% |
| Mplx Lp | 3.18M | US$179M | 3.9% |
| Fidelity National Financial, Inc. | 3.45M | US$163M | 3.5% |
| D.r. Horton, Inc. | 684K | US$111M | 2.4% |
| F&g Annuities & Life, Inc. | 2.48M | US$66M | 1.4% |
| Antero Midstream Corporation | 1.82M | US$41.5M | 0.90% |
| Alphabet Inc (google) Class C | 24,005 | US$8.58M | 0.19% |
| Hca Healthcare, Inc. | 4,833 | US$1.88M | 0.04% |
| Jp Morgan Chase & Co. | 5,643 | US$1.85M | 0.04% |
| Sunbelt Rentals Holdings, Inc. | 23,762 | US$1.78M | 0.04% |
| Microsoft Corp. | 4,275 | US$1.59M | 0.03% |
| Bank Of America Corporation | 14,532 | US$828K | 0.02% |
| Comcast Corporation | 31,094 | US$763K | 0.02% |
| Applied Materials, Inc. | 961 | US$695K | 0.02% |
| Amazon.com, Inc. | 2,650 | US$632K | 0.01% |
| Mastercard Incorporated | 1,172 | US$602K | 0.01% |
| S&p Global Inc. | 1,401 | US$571K | 0.01% |
| Nu Holdings Ltd. | 40,000 | US$534K | 0.01% |
| Marriott International | 1,194 | US$442K | <0.01% |
| Progressive Corporation (the) | 1,789 | US$391K | <0.01% |
| Texas Instruments Incorporated | 1,010 | US$301K | <0.01% |
| Energy Transfer Lp | 15,000 | US$287K | <0.01% |
| Analog Devices, Inc. | 612 | US$243K | <0.01% |
| Moody's Corporation | 471 | US$213K | <0.01% |
| Visa Inc. | 618 | US$212K | <0.01% |
| Meta Platforms, Inc. | 373 | US$210K | <0.01% |
| Unitedhealth Group Incorporated | 499 | US$207K | <0.01% |
| Apollo Global Management, Inc. (new) | 0 | US$0 | 0.00% |
| Ares Management Corporation | 0 | US$0 | 0.00% |
| First American Corporation (new) | 0 | US$0 | 0.00% |
Source
View original at SEC
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