BL
Brave Warrior Advisors LLC
CIK: 1553733
Latest Filing
Filed: February 17, 2026
Portfolio Value
$4.27B
Total Holdings
33
Report Period
Dec 2025
Top 10 Holdings
Showing top 10 of 35 total holdings
Holdings (35)
Latest 13F positions
OM ONEMAIN HLDGS INC | 7.74M | $522.79M | 12.2% | -1% |
SN TD SYNNEX CORPORATION | 3.16M | $475.21M | 11.1% | -3% |
EL ELEVANCE HEALTH INC FORMERLY | 1.25M | $438.82M | 10.3% | -32% |
SL SLM CORP | 12.83M | $347.23M | 8.1% | +10% |
AN AUTONATION INC | 1.55M | $320.61M | 7.5% | +28% |
MR MILLROSE PPTYS INC | 8.60M | $256.89M | 6.0% | +60% |
LE LENNAR CORP | 2.41M | $247.89M | 5.8% | +20% |
BL BUILDERS FIRSTSOURCE INC | 2.38M | $244.79M | 5.7% | +32% |
CO CAPITAL ONE FINL CORP | 1.01M | $244.51M | 5.7% | +5% |
MP MPLX LP | 4.47M | $238.78M | 5.6% | - |
RY RYANAIR HOLDINGS PLC | 3.06M | $220.66M | 5.2% | -25% |
PR PRIMERICA INC | 780.1K | $201.55M | 4.7% | +4% |
FN FIDELITY NATIONAL FINANCIAL | 3.52M | $192.11M | 4.5% | +1% |
FG F&G ANNUITIES & LIFE INC | 5.38M | $165.88M | 3.9% | +3% |
DH D R HORTON INC | 701.8K | $101.08M | 2.4% | -1% |
AM ANTERO MIDSTREAM CORP | 1.85M | $32.88M | 0.8% | -1% |
GO ALPHABET INC | 20.3K | $6.34M | 0.1% | -7% |
HC HCA HEALTHCARE INC | 3.9K | $1.83M | 0.0% | - |
JP JPMORGAN CHASE & CO. | 5.6K | $1.82M | 0.0% | - |
BA BANK AMERICA CORP | 26.5K | $1.46M | 0.0% | - |