EdgeMarket › What Brave Warrior Advisors, Llc reported owning
What Brave Warrior Advisors, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
4.0BPositions
36Quarter
2026-03-31Shown below
36largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SNX TD SYNNEX CORP | 515.2M | 12.8% | 3.1M | 250.14 | +72.2% |
| OMF OneMain Holdings, Inc. | 412.0M | 10.2% | 7.7M | 63.19 | +8.8% |
| ICLR ICON PLC | 331.6M | 8.2% | 3.0M | 172.23 | -4.4% |
| ELV Elevance Health, Inc. | 328.6M | 8.1% | 1.1M | 400.54 | +29.2% |
| AN AUTONATION, INC. | 302.2M | 7.5% | 1.5M | 199.49 | -4.8% |
| SLM SLM Corp | 290.8M | 7.2% | 13.6M | 26.46 | -13.7% |
| MRP Millrose Properties, Inc. | 238.4M | 5.9% | 8.5M | 30.39 | -7.0% |
| PRI Primerica, Inc. | 220.3M | 5.5% | 879.3K | 295.82 | +10.6% |
| LEN LENNAR CORP /NEW/ | 209.3M | 5.2% | 2.4M | 87.02 | -33.2% |
| BLDR Builders FirstSource, Inc. | 195.3M | 4.8% | 2.4M | 70.21 | -47.1% |
| MPLX MPLX LP | 185.7M | 4.6% | 3.3M | 58.41 | +15.7% |
| COF CAPITAL ONE FINANCIAL CORP | 183.2M | 4.5% | 1.0M | 217.91 | +1.5% |
| RYAAY RYANAIR HOLDINGS PLC | 175.7M | 4.3% | 3.0M | 55.80 | -14.6% |
| FNF Fidelity National Financial, Inc. | 162.4M | 4.0% | 3.5M | 47.30 | -20.2% |
| FG F&G Annuities & Life, Inc. | 135.5M | 3.4% | 5.4M | 22.57 | -33.8% |
| DHI HORTON D R INC /DE/ | 95.2M | 2.4% | 693.6K | 148.35 | -9.2% |
| AM Antero Midstream Corp | 41.9M | 1.0% | 1.8M | 22.14 | +26.6% |
| GOOGL Alphabet Inc. | 5.8M | 0.1% | 20.3K | 344.82 | +73.0% |
| JPM JPMORGAN CHASE & CO | 1.7M | 0.0% | 5.6K | 351.58 | +20.3% |
| SUNB Sunbelt Rentals Holdings, Inc. | 1.5M | 0.0% | 23.8K | 76.88 | — |
| GOOG Alphabet Inc. | 1.1M | 0.0% | 3.8K | 341.75 | +70.7% |
| CMCSA COMCAST CORP | 892.7K | 0.0% | 31.1K | 26.85 | -19.3% |
| MSFT MICROSOFT CORP | 749.6K | 0.0% | 2.0K | 483.24 | -4.4% |
| BAC BANK OF AMERICA CORP /DE/ | 708.4K | 0.0% | 14.5K | 61.69 | +27.6% |
| HCA HCA Healthcare, Inc. | 630.8K | 0.0% | 1.3K | 429.19 | +4.6% |
| ARES Ares Management Corp | 545.5K | 0.0% | 5.0K | 141.25 | -21.1% |
| APO Apollo Global Management, Inc. | 501.4K | 0.0% | 4.5K | 132.69 | -2.0% |
| MAR MARRIOTT INTERNATIONAL INC /MD/ | 390.5K | 0.0% | 1.2K | 356.39 | +35.2% |
| PGR PROGRESSIVE CORP/OH/ | 354.7K | 0.0% | 1.8K | 219.28 | -13.2% |
| AMAT APPLIED MATERIALS INC /DE | 328.5K | 0.0% | 961 | 492.32 | +205.9% |
| FAF First American Financial Corp | 301.4K | 0.0% | 5.0K | 71.76 | +10.9% |
| AMZN AMAZON COM INC | 291.6K | 0.0% | 1.4K | 258.63 | +15.6% |
| ET Energy Transfer LP | 289.5K | 0.0% | 15.0K | 21.19 | +22.3% |
| META Meta Platforms, Inc. | 213.4K | 0.0% | 373 | 549.90 | -26.5% |
| MA Mastercard Inc | 210.9K | 0.0% | 422 | 580.63 | -2.0% |
| MCO MOODYS CORP /DE/ | 205.5K | 0.0% | 471 | 503.32 | -2.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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