Funds › Brave Warrior Advisors, LLC
Brave Warrior Advisors, LLC
13F for Q2 2026, filed Aug 14, 2026. 40 positions worth $4.6B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q2 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | ICLR ICON plc | 3.15M | $547.8M | 11.9% | +5.2% | 13F ↗ |
| 2 | OMF OneMain Holdings, Inc. | 7.59M | $462.5M | 10.1% | -1.5% | 13F ↗ |
| 3 | SNX TD SYNNEX Corporation | 1.44M | $385.4M | 8.4% | -52.8% | 13F ↗ |
| 4 | ELV Elevance Health, Inc. | 976,885 | $377.8M | 8.2% | -13.0% | 13F ↗ |
| 5 | SLM SLM Corporation · Commonstock | 13.38M | $347.1M | 7.6% | -1.5% | 13F ↗ |
| 6 | AJG Arthur J. Gallagher & Co. | 1.29M | $295.0M | 6.4% | New | 13F ↗ |
| 7 | AN AutoNation, Inc. | 1.52M | $283.2M | 6.2% | -1.5% | 13F ↗ |
| 8 | RYAAY Ryanair Holdings plc · ADR | 3.96M | $256.3M | 5.6% | +30.2% | 13F ↗ |
| 9 | PRI Primerica, Inc. | 865,863 | $246.1M | 5.4% | -1.5% | 13F ↗ |
| 10 | LEN Lennar Corporation Class A | 2.37M | $214.7M | 4.7% | -1.5% | 13F ↗ |
| 11 | BLDR Builders FirstSource, Inc. | 2.34M | $209.4M | 4.6% | -1.3% | 13F ↗ |
| 12 | COF Capital One Financial Corporation | 988,973 | $198.4M | 4.3% | -1.5% | 13F ↗ |
| 13 | MRP Millrose Properties, Inc. | 6.03M | $181.2M | 3.9% | -29.2% | 13F ↗ |
| 14 | MPLX Mplx LP · Comm | 3.18M | $179.2M | 3.9% | -2.2% | 13F ↗ |
| 15 | FNF Fidelity National Financial, Inc. | 3.45M | $162.6M | 3.5% | -1.6% | 13F ↗ |
| 16 | DHI D.R. Horton, Inc. | 684,478 | $111.5M | 2.4% | -1.3% | 13F ↗ |
| 17 | FG F&G Annuities & Life, Inc. | 2.48M | $66.0M | 1.4% | -53.6% | 13F ↗ |
| 18 | AM Antero Midstream Corporation | 1.82M | $41.5M | 0.9% | -0.9% | 13F ↗ |
| 19 | GOOGL Alphabet Inc. Class A | 20,258 | $7.2M | 0.2% | Unchanged | 13F ↗ |
| 20 | HCA HCA Healthcare, Inc. | 4,833 | $1.9M | <0.1% | +263% | 13F ↗ |
| 21 | JPM JPMorgan Chase & Co. | 5,643 | $1.8M | <0.1% | Unchanged | 13F ↗ |
| 22 | SUNB Sunbelt Rentals Holdings, Inc. | 23,762 | $1.8M | <0.1% | Unchanged | 13F ↗ |
| 23 | MSFT Microsoft Corporation | 4,275 | $1.6M | <0.1% | +111% | 13F ↗ |
| 24 | GOOG Alphabet Inc. Class C | 3,790 | $1.3M | <0.1% | Unchanged | 13F ↗ |
| 25 | BAC Bank of America Corporation | 14,532 | $828.0K | <0.1% | Unchanged | 13F ↗ |
| 26 | CMCSA Comcast Corporation | 31,094 | $763.4K | <0.1% | Unchanged | 13F ↗ |
| 27 | AMAT Applied Materials, Inc. | 961 | $694.8K | <0.1% | Unchanged | 13F ↗ |
| 28 | AMZN Amazon.com, Inc. | 2,650 | $631.6K | <0.1% | +89.3% | 13F ↗ |
| 29 | MA Mastercard Incorporated | 1,172 | $601.9K | <0.1% | +178% | 13F ↗ |
| 30 | SPGI S&P Global Inc. | 1,401 | $570.6K | <0.1% | New | 13F ↗ |
| 31 | NU Nu Holdings Ltd. | 40,000 | $534.4K | <0.1% | New | 13F ↗ |
| 32 | MAR Marriott International | 1,194 | $442.5K | <0.1% | Unchanged | 13F ↗ |
| 33 | PGR Progressive Corporation | 1,789 | $390.8K | <0.1% | Unchanged | 13F ↗ |
| 34 | TXN Texas Instruments Incorporated | 1,010 | $301.1K | <0.1% | New | 13F ↗ |
| 35 | ET Energy Transfer LP · Com Ut Ltd Ptn | 15,000 | $286.8K | <0.1% | Unchanged | 13F ↗ |
| 36 | ADI Analog Devices, Inc. | 612 | $243.1K | <0.1% | New | 13F ↗ |
| 37 | MCO Moody's Corporation | 471 | $213.3K | <0.1% | Unchanged | 13F ↗ |
| 38 | V Visa Inc. | 618 | $212.0K | <0.1% | New | 13F ↗ |
| 39 | META Meta Platforms, Inc. | 373 | $210.1K | <0.1% | Unchanged | 13F ↗ |
| 40 | UNH UnitedHealth Group Incorporated | 499 | $207.4K | <0.1% | New | 13F ↗ |
Changes since Q1 2026
7 new, 6 added to, 15 trimmed, 3 exited, 12 unchanged. By estimated dollars.
New positions (7)
Added to (6)
Trimmed (15)
| SNX TD SYNNEX Corporation | 1.44M | -52.8% | -$431.0M |
| FG F&G Annuities & Life, Inc. | 2.48M | -53.6% | -$76.3M |
| MRP Millrose Properties, Inc. | 6.03M | -29.2% | -$74.7M |
| ELV Elevance Health, Inc. | 976,885 | -13.0% | -$56.2M |
| OMF OneMain Holdings, Inc. | 7.59M | -1.5% | -$7.2M |
| SLM SLM Corporation · Commonstock | 13.38M | -1.5% | -$5.3M |
| AN AutoNation, Inc. | 1.52M | -1.5% | -$4.4M |
| MPLX Mplx LP · Comm | 3.18M | -2.2% | -$4.1M |
| PRI Primerica, Inc. | 865,863 | -1.5% | -$3.8M |
| LEN Lennar Corporation Class A | 2.37M | -1.5% | -$3.3M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer