Brave Warrior Advisors, LLC 13F holdings
Brave Warrior Advisors, LLC reported 39 positions with a total reported value of $4.6B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: ICLR ICON PUB LTD CO (11.9%), OMF ONEMAIN HLDGS INC (10.1%), SNX TD SYNNEX CORPORATION (8.4%), ELV ELEVANCE HEALTH INC FORMERLY (8.2%), SLM SLM CORP (7.6%). Against 2026-03-31 it opened 7 new positions and exited 3. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 39 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ICLR ICON PUB LTD CO | 3,153,308 | $547.8M | 11.9% |
| OMF ONEMAIN HLDGS INC | 7,585,152 | $462.5M | 10.1% |
| SNX TD SYNNEX CORPORATION | 1,441,630 | $385.4M | 8.4% |
| ELV ELEVANCE HEALTH INC FORMERLY | 976,885 | $377.8M | 8.2% |
| SLM SLM CORP | 13,381,145 | $347.1M | 7.6% |
| AJG GALLAGHER ARTHUR J & CO | 1,285,022 | $295.0M | 6.4% |
| AN AUTONATION INC | 1,524,124 | $283.2M | 6.2% |
| RYAAY RYANAIR HOLDINGS PLC | 3,958,684 | $256.3M | 5.6% |
| PRI PRIMERICA INC | 865,863 | $246.1M | 5.4% |
| LEN LENNAR CORP | 2,373,177 | $214.7M | 4.7% |
| BLDR BUILDERS FIRSTSOURCE INC | 2,340,571 | $209.4M | 4.6% |
| COF CAPITAL ONE FINL CORP | 988,973 | $198.4M | 4.3% |
| MILLROSE PPTYS INC | 6,030,725 | $181.2M | 3.9% |
| MPLX MPLX LP | 3,180,534 | $179.2M | 3.9% |
| FIDELITY NATL FINL INC | 3,446,864 | $162.6M | 3.5% |
| D R HORTON INC | 684,478 | $111.5M | 2.4% |
| FG F&G ANNUITIES & LIFE INC | 2,482,417 | $66.0M | 1.4% |
| AM ANTERO MIDSTREAM CORP | 1,823,631 | $41.5M | 0.9% |
| GOOGL ALPHABET INC | 24,048 | $8.6M | 0.2% |
| HCA HCA HEALTHCARE INC | 4,833 | $1.9M | <0.1% |
| JPM JPMORGAN CHASE & CO | 5,643 | $1.8M | <0.1% |
| SUNB SUNBELT RENTALS HOLDINGS INC | 23,762 | $1.8M | <0.1% |
| MSFT MICROSOFT CORP | 4,275 | $1.6M | <0.1% |
| BAC BANK OF AMER CORP | 14,532 | $828.0K | <0.1% |
| CMCSA COMCAST CORP NEW | 31,094 | $763.4K | <0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 7 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 3 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| RYAAY RYANAIR HOLDINGS PLC | 3,039,376 | 3,958,684 | +30.2% | $256.3M |
| ICLR ICON PUB LTD CO | 2,996,811 | 3,153,308 | +5.2% | $547.8M |
| HCA HCA HEALTHCARE INC | 1,333 | 4,833 | +262.6% | $1.9M |
| MSFT MICROSOFT CORP | 2,025 | 4,275 | +111.1% | $1.6M |
| MA MASTERCARD INCORPORATED | 422 | 1,172 | +177.7% | $601.9K |
| AMZN AMAZON COM INC | 1,400 | 2,650 | +89.3% | $631.6K |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| SNX TD SYNNEX CORPORATION | 3,053,644 | 1,441,630 | -52.8% | $385.4M |
| FG F&G ANNUITIES & LIFE INC | 5,353,141 | 2,482,417 | -53.6% | $66.0M |
| MILLROSE PPTYS INC | 8,515,897 | 6,030,725 | -29.2% | $181.2M |
| ELV ELEVANCE HEALTH INC FORMERLY | 1,122,308 | 976,885 | -13.0% | $377.8M |
| OMF ONEMAIN HLDGS INC | 7,703,307 | 7,585,152 | -1.5% | $462.5M |
| SLM SLM CORP | 13,584,368 | 13,381,145 | -1.5% | $347.1M |
| AN AUTONATION INC | 1,547,728 | 1,524,124 | -1.5% | $283.2M |
| MPLX MPLX LP | 3,253,524 | 3,180,534 | -2.2% | $179.2M |
| PRI PRIMERICA INC | 879,323 | 865,863 | -1.5% | $246.1M |
| LEN LENNAR CORP | 2,410,050 | 2,373,177 | -1.5% | $214.7M |
| COF CAPITAL ONE FINL CORP | 1,004,304 | 988,973 | -1.5% | $198.4M |
| BLDR BUILDERS FIRSTSOURCE INC | 2,372,292 | 2,340,571 | -1.3% | $209.4M |
CIK 1553733 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
