Institutions / Brave Warrior Advisors, LLC
Brave Warrior Advisors, LLC
CIK 1553733 · Institution · as of Dec 31, 2025
Portfolio value
$4.27B
Positions
33
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 33 →
| Company | Value | % of portfolio |
|---|---|---|
| OneMain Holdings Inc | $522.79M | 12.2% |
| TD SYNNEX Corp | $475.21M | 11.1% |
| Elevance Health Inc | $438.82M | 10.3% |
| SLM Corp | $347.23M | 8.1% |
| Autonation, Inc. | $320.61M | 7.5% |
| Millrose Properties, Inc. | $256.89M | 6.0% |
| Lennar Corp /New | $247.89M | 5.8% |
| Builders FirstSource Inc | $244.79M | 5.7% |
| Capital One Financial Corp | $244.51M | 5.7% |
| Mplx LPMPLX | $238.78M | 5.6% |
| Ryanair Holdings PLC | $220.66M | 5.2% |
| Primerica, Inc. | $201.55M | 4.7% |
| Fidelity National Financial Inc | $192.11M | 4.5% |
| F&G Annuities & Life, Inc.FG | $165.88M | 3.9% |
| Horton D R Inc /De | $101.08M | 2.4% |
| Antero Midstream Corp | $32.88M | 0.8% |
| Alphabet Inc. | $6.34M | 0.1% |
| HCA Healthcare, Inc. | $1.83M | 0.0% |
| JPMORGAN CHASE & CO | $1.82M | 0.0% |
| Bank of America Corp /De | $1.46M | 0.0% |
| Alphabet Inc. | $1.19M | 0.0% |
| Comcast Corp. | $929.4K | 0.0% |
| US Bancorp \De | $800.4K | 0.0% |
| Progressive CORP/OH | $397.6K | 0.0% |
| Marriott International Inc/MD | $370.4K | 0.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.