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Form 13F manager

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Brave Warrior Advisors, LLC

Latest quarter 2026-06-30 · filed 2026-08-14 · reported total $4,588M · filing —

As filed on Form 13F — long US-listed positions only. No shorts, cash, bonds, or non-13F assets appear here.

Filed up to 45 days after quarter end; holdings may have changed since.

Positions

RowIssuerClassPut/callValue% of totalSH/PRN qty
1ICON PUB LTD COSHS—$548M11.9%SH 3,153,308
2ONEMAIN HLDGS INCCOM—$462M10.1%SH 7,585,152
3SNX · TD SYNNEX CORPORATIONCOM—$385M8.4%SH 1,441,630
4ELEVANCE HEALTH INC FORMERLYCOM—$378M8.2%SH 976,885
5SLM CORPCOM—$347M7.6%SH 13,381,145
6GALLAGHER ARTHUR J & COCOM—$295M6.4%SH 1,285,022
7AN · AUTONATION INCCOM—$283M6.2%SH 1,524,124
8RYANAIR HOLDINGS PLCSPONSORED ADR—$256M5.6%SH 3,958,684
9PRI · PRIMERICA INCCOM—$246M5.4%SH 865,863
10LENNAR CORPCL A—$215M4.7%SH 2,373,177
11BLDR · BUILDERS FIRSTSOURCE INCCOM—$209M4.6%SH 2,340,571
12COF · CAPITAL ONE FINL CORPCOM—$198M4.3%SH 988,973
13MILLROSE PPTYS INCCOM CL A—$181M3.9%SH 6,030,725
14MPLX LPCOM UNIT REP LTD—$179M3.9%SH 3,180,534
15FIDELITY NATL FINL INCCOM SHS—$163M3.5%SH 3,446,864
16D R HORTON INCCOM—$111M2.4%SH 684,478
17F&G ANNUITIES & LIFE INCCOMMON STOCK—$66M1.4%SH 2,482,417
18AM · ANTERO MIDSTREAM CORPCOM—$41M0.9%SH 1,823,631
19GOOGL · ALPHABET INCCAP STK CL A—$7.2M0.2%SH 20,258
20HCA · HCA HEALTHCARE INCCOM—$1.9M<0.1%SH 4,833
21JPM · JPMORGAN CHASE & COCOM—$1.8M<0.1%SH 5,643
22SUNB · SUNBELT RENTALS HOLDINGS INCSHS—$1.8M<0.1%SH 23,762
23MSFT · MICROSOFT CORPCOM—$1.6M<0.1%SH 4,275
24GOOG · ALPHABET INCCAP STK CL C—$1.3M<0.1%SH 3,790
25BAC · BANK OF AMER CORPCOM—$0.8M<0.1%SH 14,532
26COMCAST CORP NEWCL A—$0.8M<0.1%SH 31,094
27AMAT · APPLIED MATLS INCCOM—$0.7M<0.1%SH 961
28AMZN · AMAZON COM INCCOM—$0.6M<0.1%SH 2,650
29MA · MASTERCARD INCORPORATEDCL A—$0.6M<0.1%SH 1,172
30SPGI · S&P GLOBAL INCCOM—$0.6M<0.1%SH 1,401
31NU HLDGS LTDORD SHS CL A—$0.5M<0.1%SH 40,000
32MARRIOTT INTL INC NEWCL A—<$1M<0.1%SH 1,194
33PROGRESSIVE CORPCOM—<$1M<0.1%SH 1,789
34TEXAS INSTRS INCCOM—<$1M<0.1%SH 1,010
35ENERGY TRANSFER L PCOM UT LTD PTN—<$1M<0.1%SH 15,000
36ADI · ANALOG DEVICES INCCOM—<$1M<0.1%SH 612
37MCO · MOODYS CORPCOM—<$1M<0.1%SH 471
38V · VISA INCCOM CL A—<$1M<0.1%SH 618
39META · META PLATFORMS INCCL A—<$1M<0.1%SH 373
40UNH · UNITEDHEALTH GROUP INCCOM—<$1M<0.1%SH 499
Filed rows (40) — as filed
RowIssuerClassPut/callValue% of totalSH/PRN qtySource
1ICON PUB LTD COSHS—$548M11.9%SH 3,153,3080001172661-26-003728
2ONEMAIN HLDGS INCCOM—$462M10.1%SH 7,585,1520001172661-26-003728
3TD SYNNEX CORPORATIONCOM—$385M8.4%SH 1,441,6300001172661-26-003728
4ELEVANCE HEALTH INC FORMERLYCOM—$378M8.2%SH 976,8850001172661-26-003728
5SLM CORPCOM—$347M7.6%SH 13,381,1450001172661-26-003728
6GALLAGHER ARTHUR J & COCOM—$295M6.4%SH 1,285,0220001172661-26-003728
7AUTONATION INCCOM—$283M6.2%SH 1,524,1240001172661-26-003728
8RYANAIR HOLDINGS PLCSPONSORED ADR—$256M5.6%SH 3,958,6840001172661-26-003728
9PRIMERICA INCCOM—$246M5.4%SH 865,8630001172661-26-003728
10LENNAR CORPCL A—$215M4.7%SH 2,373,1770001172661-26-003728
11BUILDERS FIRSTSOURCE INCCOM—$209M4.6%SH 2,340,5710001172661-26-003728
12CAPITAL ONE FINL CORPCOM—$198M4.3%SH 988,9730001172661-26-003728
13MILLROSE PPTYS INCCOM CL A—$181M3.9%SH 6,030,7250001172661-26-003728
14MPLX LPCOM UNIT REP LTD—$179M3.9%SH 3,180,5340001172661-26-003728
15FIDELITY NATL FINL INCCOM SHS—$163M3.5%SH 3,446,8640001172661-26-003728
16D R HORTON INCCOM—$111M2.4%SH 684,4780001172661-26-003728
17F&G ANNUITIES & LIFE INCCOMMON STOCK—$66M1.4%SH 2,482,4170001172661-26-003728
18ANTERO MIDSTREAM CORPCOM—$41M0.9%SH 1,823,6310001172661-26-003728
19ALPHABET INCCAP STK CL A—$7.2M0.2%SH 20,2580001172661-26-003728
20HCA HEALTHCARE INCCOM—$1.9M<0.1%SH 4,8330001172661-26-003728
21JPMORGAN CHASE & COCOM—$1.8M<0.1%SH 5,6430001172661-26-003728
22SUNBELT RENTALS HOLDINGS INCSHS—$1.8M<0.1%SH 23,7620001172661-26-003728
23MICROSOFT CORPCOM—$1.6M<0.1%SH 4,2750001172661-26-003728
24ALPHABET INCCAP STK CL C—$1.3M<0.1%SH 3,7900001172661-26-003728
25BANK OF AMER CORPCOM—$0.8M<0.1%SH 14,5320001172661-26-003728
26COMCAST CORP NEWCL A—$0.8M<0.1%SH 31,0940001172661-26-003728
27APPLIED MATLS INCCOM—$0.7M<0.1%SH 9610001172661-26-003728
28AMAZON COM INCCOM—$0.6M<0.1%SH 2,6500001172661-26-003728
29MASTERCARD INCORPORATEDCL A—$0.6M<0.1%SH 1,1720001172661-26-003728
30S&P GLOBAL INCCOM—$0.6M<0.1%SH 1,4010001172661-26-003728
31NU HLDGS LTDORD SHS CL A—$0.5M<0.1%SH 40,0000001172661-26-003728
32MARRIOTT INTL INC NEWCL A—<$1M<0.1%SH 1,1940001172661-26-003728
33PROGRESSIVE CORPCOM—<$1M<0.1%SH 1,7890001172661-26-003728
34TEXAS INSTRS INCCOM—<$1M<0.1%SH 1,0100001172661-26-003728
35ENERGY TRANSFER L PCOM UT LTD PTN—<$1M<0.1%SH 15,0000001172661-26-003728
36ANALOG DEVICES INCCOM—<$1M<0.1%SH 6120001172661-26-003728
37MOODYS CORPCOM—<$1M<0.1%SH 4710001172661-26-003728
38VISA INCCOM CL A—<$1M<0.1%SH 6180001172661-26-003728
39META PLATFORMS INCCL A—<$1M<0.1%SH 3730001172661-26-003728
40UNITEDHEALTH GROUP INCCOM—<$1M<0.1%SH 4990001172661-26-003728

Changes from 2026-03-31 (rows of a security combined)

Reported change, not a confirmed trade: this compares quarter-end reports filed up to 45 days later, and the position may since have changed. Amendments, corporate actions, and changes in reporting scope can also move these rows. Value change compares period-end reported values; for continuing rows it includes market price movement.

7 new · ▲ 6 up · ▼ 15 down · 3 exited · 12 unchanged — by reported quantity, largest value change first

RowChangeIssuerClassPut/callValue changeQty change
1newGALLAGHER ARTHUR J & COCOM—+$295MSH +1,285,022
2▲ upICON PLC / ICON PUB LTD COSHS—+$216MSH +156,497 (+5.2%)
3▼ downTD SYNNEX CORPORATIONCOM—−$130MSH −1,612,014 (−52.8%)
4▲ upRYANAIR HOLDINGS PLCSPONSORED ADR—+$81MSH +919,308 (+30.2%)
5▼ downF&G ANNUITIES & LIFE INCCOMMON STOCK—−$70MSH −2,870,724 (−53.6%)
6▼ downMILLROSE PPTYS INCCOM CL A—−$57MSH −2,485,172 (−29.2%)
7▼ downSLM CORPCOM—+$56MSH −203,223 (−1.5%)
8▼ downONEMAIN HLDGS INCCOM—+$50MSH −118,155 (−1.5%)
9▼ downELEVANCE HEALTH INC FORMERLYCOM—+$49MSH −145,423 (−13.0%)
10▼ downPRIMERICA INCCOM—+$26MSH −13,460 (−1.5%)
11▼ downAUTONATION INCCOM—−$19MSH −23,604 (−1.5%)
12▼ downD R HORTON INCCOM—+$16MSH −9,083 (−1.3%)
13▼ downCAPITAL ONE FINL CORPCOM—+$15MSH −15,331 (−1.5%)
14▼ downBUILDERS FIRSTSOURCE INCCOM—+$14MSH −31,721 (−1.3%)
15▼ downMPLX LPCOM UNIT REP LTD—−$6.5MSH −72,990 (−2.2%)
16▼ downLENNAR CORPCL A—+$5.5MSH −36,873 (−1.5%)
17▲ upHCA HEALTHCARE INCCOM—+$1.3MSH +3,500 (+262.6%)
18▲ upMICROSOFT CORPCOM—+$0.8MSH +2,250 (+111.1%)
19newS&P GLOBAL INCCOM—+$0.6MSH +1,401
20exitedARES MANAGEMENT CORPORATIONCL A COM STK—−$0.5MSH −5,000
Remaining 11 reported changes
RowChangeIssuerClassPut/callValue changeQty change
21newNU HLDGS LTDORD SHS CL A—+$0.5MSH +40,000
22exitedAPOLLO GLOBAL MGMT INCCOM—−$0.5MSH −4,500
23▼ downANTERO MIDSTREAM CORPCOM—−<$1MSH −16,248 (−0.9%)
24▲ upMASTERCARD INCORPORATEDCL A—+<$1MSH +750 (+177.7%)
25▲ upAMAZON COM INCCOM—+<$1MSH +1,250 (+89.3%)
26exitedFIRST AMERN FINL CORPCOM—−<$1MSH −5,000
27newTEXAS INSTRS INCCOM—+<$1MSH +1,010
28newANALOG DEVICES INCCOM—+<$1MSH +612
29newVISA INCCOM CL A—+<$1MSH +618
30newUNITEDHEALTH GROUP INCCOM—+<$1MSH +499
31▼ downFIDELITY NATL FINL INCCOM SHS—+<$1MSH −55,349 (−1.6%)

Changes appear only where the prior quarter's validated report exists.

Filing details

CIK set: 0001553733

Filing history

2026-06-3013F-HR