Brave Warrior Advisors LLC

CIK: 1553733

Latest Filing

Filed: November 14, 2025

Total Portfolio Value

$4.31B

Total Holdings

33

Report Period

Sep 2025

Accession Number: 0001172661-25-005024
Report Date: September 30, 2025

Top 10 Holdings

ELV
13.8%
SNX
12.5%
OMF
10.2%
SLM
7.5%
AN
6.2%
LEN
5.9%
RYAAY
5.7%
MPLX
5.2%
BLDR
5.1%
FNF
4.9%
Others
23.2%
Showing top 10 of 36 total holdings

Holdings (36)

Latest 13F positions

EL
ELEVANCE HEALTH INC FORMERLY
1.83M$592.60M13.8%
+65%
SN
TD SYNNEX CORPORATION
3.28M$536.33M12.5%
-13%
OM
ONEMAIN HLDGS INC
7.79M$440.06M10.2%
-1%
11.66M$322.73M7.5%
+11%
AN
AUTONATION INC
1.21M$265.60M6.2%
-
2.01M$252.77M5.9%
-7%
RY
RYANAIR HOLDINGS PLC
4.08M$245.95M5.7%
-24%
4.47M$223.15M5.2%
+5%
BL
BUILDERS FIRSTSOURCE INC
1.81M$218.90M5.1%
-1%
FN
FIDELITY NATIONAL FINANCIAL
3.49M$211.07M4.9%
-
PR
753.0K$209.02M4.9%
-9%
CO
CAPITAL ONE FINL CORP
964.7K$205.08M4.8%
-47%
MR
MILLROSE PPTYS INC
5.38M$180.67M4.2%
-32%
FG
F&G ANNUITIES & LIFE INC
5.22M$163.20M3.8%
-
DH
D R HORTON INC
708.7K$120.10M2.8%
-39%
KN
KINETIK HOLDINGS INC
1.61M$68.77M1.6%
+100%
AM
ANTERO MIDSTREAM CORP
1.87M$36.26M0.8%
-2%
21.9K$5.31M0.1%
-
JP
JPMORGAN CHASE & CO.
5.6K$1.78M0.0%
-
HC
HCA HEALTHCARE INC
3.9K$1.67M0.0%
-