Holders — by stockHoldings — by fund
Brave Warrior Advisors, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001553733
$4.59B
disclosed book value
40
positions
11.9%
largest position share
Positions, as of 2026-06-30
top 40 of 40 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | ICON PUB LTD CO | 3.2M | $547.8M | 11.9% |
| 2 | OMFONEMAIN HLDGS INC | 7.6M | $462.5M | 10.1% |
| 3 | SNXTD SYNNEX CORPORATION | 1.4M | $385.4M | 8.4% |
| 4 | ELVELEVANCE HEALTH INC FORMERLY | 976,885 | $377.8M | 8.2% |
| 5 | SLMSLM CORP | 13.4M | $347.1M | 7.6% |
| 6 | AJGGALLAGHER ARTHUR J & CO | 1.3M | $295.0M | 6.4% |
| 7 | ANAUTONATION INC | 1.5M | $283.2M | 6.2% |
| 8 | RYAAYRYANAIR HOLDINGS PLC | 4.0M | $256.3M | 5.6% |
| 9 | PRIPRIMERICA INC | 865,863 | $246.1M | 5.4% |
| 10 | LENLENNAR CORP | 2.4M | $214.7M | 4.7% |
| 11 | BLDRBUILDERS FIRSTSOURCE INC | 2.3M | $209.4M | 4.6% |
| 12 | COFCAPITAL ONE FINL CORP | 988,973 | $198.4M | 4.3% |
| 13 | MRPMILLROSE PPTYS INC | 6.0M | $181.2M | 3.9% |
| 14 | MPLXMPLX LP | 3.2M | $179.2M | 3.9% |
| 15 | FNFFIDELITY NATL FINL INC | 3.4M | $162.6M | 3.5% |
| 16 | DHID R HORTON INC | 684,478 | $111.5M | 2.4% |
| 17 | FGF&G ANNUITIES & LIFE INC | 2.5M | $66.0M | 1.4% |
| 18 | AMANTERO MIDSTREAM CORP | 1.8M | $41.5M | 0.9% |
| 19 | GOOGLALPHABET INC | 20,258 | $7.2M | 0.2% |
| 20 | HCAHCA HEALTHCARE INC | 4,833 | $1.9M | 0% |
| 21 | JPMJPMORGAN CHASE & CO | 5,643 | $1.8M | 0% |
| 22 | SUNBSUNBELT RENTALS HOLDINGS INC | 23,762 | $1.8M | 0% |
| 23 | MSFTMICROSOFT CORP | 4,275 | $1.6M | 0% |
| 24 | GOOGALPHABET INC | 3,790 | $1.3M | 0% |
| 25 | BACBANK OF AMER CORP | 14,532 | $828,033 | 0% |
| 26 | CMCSACOMCAST CORP NEW | 31,094 | $763,358 | 0% |
| 27 | AMATAPPLIED MATLS INC | 961 | $694,803 | 0% |
| 28 | AMZNAMAZON COM INC | 2,650 | $631,601 | 0% |
| 29 | MAMASTERCARD INCORPORATED | 1,172 | $601,939 | 0% |
| 30 | SPGIS&P GLOBAL INC | 1,401 | $570,571 | 0% |
| 31 | NU HLDGS LTD | 40,000 | $534,400 | 0% |
| 32 | MARMARRIOTT INTL INC NEW | 1,194 | $442,484 | 0% |
| 33 | PGRPROGRESSIVE CORP | 1,789 | $390,807 | 0% |
| 34 | TXNTEXAS INSTRS INC | 1,010 | $301,051 | 0% |
| 35 | ETENERGY TRANSFER L P | 15,000 | $286,800 | 0% |
| 36 | ADIANALOG DEVICES INC | 612 | $243,068 | 0% |
| 37 | MCOMOODYS CORP | 471 | $213,325 | 0% |
| 38 | VVISA INC | 618 | $212,030 | 0% |
| 39 | METAMETA PLATFORMS INC | 373 | $210,107 | 0% |
| 40 | UNHUNITEDHEALTH GROUP INC | 499 | $207,399 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.