Brave Warrior Advisors
What Brave Warrior Advisors held at the end of Q2 2026, from its 13F filed on 2026-08-14, against Q1 2026. US-listed shares only. Its filings at the SEC ›
Value
$4.59B
Q2 2026
Positions
40
shares, no options
Top 10
74%
of the portfolio
Changes
+13 / −18
7 new, 3 sold out
Holdings at the end of Q2 2026
| Company | Share of portfolio | Shares | Value | Change |
|---|---|---|---|---|
| ICLRICON PUB LTD CO · SHS | 11.94% | 3,153,308 | $547.76M | Added 5% |
| OMFONEMAIN HLDGS INC | 10.08% | 7,585,152 | $462.47M | Reduced 2% |
| SNXTD SYNNEX CORPORATION | 8.40% | 1,441,630 | $385.41M | Reduced 53% |
| ELVELEVANCE HEALTH INC FORMERLY | 8.23% | 976,885 | $377.79M | Reduced 13% |
| SLMSLM CORP | 7.56% | 13,381,145 | $347.11M | Reduced 1% |
| AJGGALLAGHER ARTHUR J & CO | 6.43% | 1,285,022 | $295.00M | New |
| ANAUTONATION INC | 6.17% | 1,524,124 | $283.17M | Reduced 2% |
| RYAAYRYANAIR HOLDINGS PLC · SPONSORED ADR | 5.59% | 3,958,684 | $256.32M | Added 30% |
| PRIPRIMERICA INC | 5.36% | 865,863 | $246.08M | Reduced 2% |
| LENLENNAR CORP · CL A | 4.68% | 2,373,177 | $214.75M | Reduced 2% |
| BLDRBUILDERS FIRSTSOURCE INC | 4.56% | 2,340,571 | $209.43M | Reduced 1% |
| COFCAPITAL ONE FINL CORP | 4.32% | 988,973 | $198.41M | Reduced 2% |
| MRPMILLROSE PPTYS INC · COM CL A | 3.95% | 6,030,725 | $181.22M | Reduced 29% |
| MPLXMPLX LP · COM UNIT REP LTD | 3.90% | 3,180,534 | $179.16M | Reduced 2% |
| FNFFIDELITY NATL FINL INC · COM SHS | 3.54% | 3,446,864 | $162.55M | Reduced 2% |
| DHID R HORTON INC | 2.43% | 684,478 | $111.49M | Reduced 1% |
| FGF&G ANNUITIES & LIFE INC | 1.44% | 2,482,417 | $66.01M | Reduced 54% |
| AMANTERO MIDSTREAM CORP | 0.90% | 1,823,631 | $41.49M | Reduced 1% |
| GOOGLALPHABET INC · CAP STK CL A | 0.16% | 20,258 | $7.24M | Unchanged |
| HCAHCA HEALTHCARE INC | 0.04% | 4,833 | $1.88M | Added 263% |
| JPMJPMORGAN CHASE & CO | 0.04% | 5,643 | $1.85M | Unchanged |
| SUNBSUNBELT RENTALS HOLDINGS INC · SHS | 0.04% | 23,762 | $1.78M | Unchanged |
| MSFTMICROSOFT CORP | 0.03% | 4,275 | $1.59M | Added 111% |
| GOOGALPHABET INC · CAP STK CL C | 0.03% | 3,790 | $1.34M | Unchanged |
| BACBANK OF AMER CORP | 0.02% | 14,532 | $828,033 | Unchanged |
| CMCSACOMCAST CORP NEW · CL A | 0.02% | 31,094 | $763,358 | Unchanged |
| AMATAPPLIED MATLS INC | 0.02% | 961 | $694,803 | Unchanged |
| AMZNAMAZON COM INC | 0.01% | 2,650 | $631,601 | Added 89% |
| MAMASTERCARD INCORPORATED · CL A | 0.01% | 1,172 | $601,939 | Added 178% |
| SPGIS&P GLOBAL INC | 0.01% | 1,401 | $570,571 | New |
| NUNU HLDGS LTD · ORD SHS CL A | 0.01% | 40,000 | $534,400 | New |
| MARMARRIOTT INTL INC NEW · CL A | 0.01% | 1,194 | $442,484 | Unchanged |
| PGRPROGRESSIVE CORP | 0.01% | 1,789 | $390,807 | Unchanged |
| TXNTEXAS INSTRS INC | 0.01% | 1,010 | $301,051 | New |
| ETENERGY TRANSFER L P · COM UT LTD PTN | 0.01% | 15,000 | $286,800 | Unchanged |
| ADIANALOG DEVICES INC | 0.01% | 612 | $243,068 | New |
| MCOMOODYS CORP | 0.00% | 471 | $213,325 | Unchanged |
| VVISA INC · COM CL A | 0.00% | 618 | $212,030 | New |
| METAMETA PLATFORMS INC · CL A | 0.00% | 373 | $210,107 | Unchanged |
| UNHUNITEDHEALTH GROUP INC | 0.00% | 499 | $207,399 | New |
Sold out in Q2 2026
APOARESFAF
Two years of filings
| Quarter | Positions | Value | Filed |
|---|---|---|---|
| 2026-06-30 | 40 positions | $4.59B | 2026-08-14 |
| 2026-03-31 | 36 positions | $4.04B | 2026-05-15 |
| 2025-12-31 | 33 positions | $4.27B | 2026-02-17 |
| 2025-09-30 | 33 positions | $4.31B | 2025-11-14 |
| 2025-06-30 | 35 positions | $4.36B | 2025-08-14 |
| 2025-03-31 | 35 positions | $4.37B | 2025-05-15 |
| 2024-12-31 | 30 positions | $4.02B | 2025-02-14 |
| 2024-09-30 | 32 positions | $4.82B | 2024-11-14 |
How to read it
A 13F lists US-listed shares and options at a quarter's end, filed up to 45 days later. “Added” and “reduced” compare the share counts of two quarter-ends; a correcting amendment replaces the original. Short positions, cash and holdings outside the US are not in it. None of this is advice.