BL

Brave Warrior Advisors LLC

CIK: 1553733

Portfolio Value

$4.27B

Total Holdings

33

Report Period

Dec 2025

Top 10 Holdings

OMF
12.2%
SNX
11.1%
ELV
10.3%
SLMBP
8.1%
AN
7.5%
MRP
6.0%
LEN
5.8%
BLDR
5.7%
COF
5.7%
MPLXP
5.6%
Others
21.8%
Showing top 10 of 35 total holdings

Holdings (35)

Latest 13F positions

OM
ONEMAIN HLDGS INC
7.74M$522.79M12.2%
-1%
SN
TD SYNNEX CORPORATION
3.16M$475.21M11.1%
-3%
EL
ELEVANCE HEALTH INC FORMERLY
1.25M$438.82M10.3%
-32%
12.83M$347.23M8.1%
+10%
AN
AUTONATION INC
1.55M$320.61M7.5%
+28%
MR
MILLROSE PPTYS INC
8.60M$256.89M6.0%
+60%
2.41M$247.89M5.8%
+20%
BL
BUILDERS FIRSTSOURCE INC
2.38M$244.79M5.7%
+32%
CO
CAPITAL ONE FINL CORP
1.01M$244.51M5.7%
+5%
4.47M$238.78M5.6%
-
RY
RYANAIR HOLDINGS PLC
3.06M$220.66M5.2%
-25%
PR
780.1K$201.55M4.7%
+4%
FN
FIDELITY NATIONAL FINANCIAL
3.52M$192.11M4.5%
+1%
FG
F&G ANNUITIES & LIFE INC
5.38M$165.88M3.9%
+3%
DH
D R HORTON INC
701.8K$101.08M2.4%
-1%
AM
ANTERO MIDSTREAM CORP
1.85M$32.88M0.8%
-1%
20.3K$6.34M0.1%
-7%
HC
HCA HEALTHCARE INC
3.9K$1.83M0.0%
-
JP
JPMORGAN CHASE & CO.
5.6K$1.82M0.0%
-
BA
BANK AMERICA CORP
26.5K$1.46M0.0%
-