13F HOLDINGS REPORT
Brave Warrior Advisors, LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-002393
Total Value
$4.37B
Positions
35
Other Managers
0
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ELEVANCE HEALTH INC | ELV | 1,577,570 | $686.2M | 15.72% |
| 2 | TD SYNNEX CORPORATION | SNX | 4,076,466 | $423.8M | 9.71% |
| 3 | ONEMAIN HLDGS INC | OMF | 7,343,636 | $359.0M | 8.22% |
| 4 | SLM CORP | SLMBP | 9,455,374 | $277.7M | 6.36% |
| 5 | DISCOVER FINL SVCS | 254709108 | 1,608,880 | $274.6M | 6.29% |
| 6 | LENNAR CORP | LEN-B | 2,189,608 | $251.3M | 5.76% |
| 7 | PRIMERICA INC | PRI | 834,654 | $237.5M | 5.44% |
| 8 | MPLX LP | MPLXP | 4,364,086 | $233.6M | 5.35% |
| 9 | RYANAIR HOLDINGS PLC | RYAOF | 5,476,889 | $232.1M | 5.31% |
| 10 | FIDELITY NATIONAL FINANCIAL | FNF | 3,533,961 | $230.0M | 5.27% |
| 11 | MILLROSE PPTYS INC | 601137102 | 7,958,813 | $211.0M | 4.83% |
| 12 | F&G ANNUITIES & LIFE INC | FGSN | 5,289,163 | $190.7M | 4.37% |
| 13 | AUTONATION INC | AN | 1,130,055 | $183.0M | 4.19% |
| 14 | BUILDERS FIRSTSOURCE INC | BLDR | 1,241,578 | $155.1M | 3.55% |
| 15 | D R HORTON INC | 23331A109 | 1,174,997 | $149.4M | 3.42% |
| 16 | CAPITAL ONE FINL CORP | 14040H105 | 631,553 | $113.2M | 2.59% |
| 17 | LITHIA MTRS INC | 536797103 | 381,889 | $112.1M | 2.57% |
| 18 | ANTERO MIDSTREAM CORP | AM | 1,918,528 | $34.5M | 0.79% |
| 19 | ALPHABET INC | GOOG | 21,858 | $3.4M | 0.08% |
| 20 | JPMORGAN CHASE & CO. | VYLD | 5,643 | $1.4M | 0.03% |
| 21 | COMCAST CORP NEW | CCZ | 31,094 | $1.1M | 0.03% |
| 22 | ICON PLC | ICLR | 5,000 | $874,950 | 0.02% |
| 23 | HCA HEALTHCARE INC | HCA | 1,923 | $664,493 | 0.02% |
| 24 | BANK AMERICA CORP | 060505104 | 14,532 | $606,420 | 0.01% |
| 25 | ALPHABET INC | GOOG | 3,790 | $592,112 | 0.01% |
| 26 | PROGRESSIVE CORP | 743315103 | 1,746 | $494,135 | 0.01% |
| 27 | MICROSOFT CORP | MSFT | 1,275 | $478,622 | 0.01% |
| 28 | ALLY FINL INC | 02005N100 | 10,000 | $364,700 | 0.01% |
| 29 | MARRIOTT INTL INC NEW | 571903202 | 1,194 | $284,411 | 0.01% |
| 30 | AMAZON COM INC | AMZN | 1,400 | $266,364 | 0.01% |
| 31 | UNITEDHEALTH GROUP INC | UNH | 499 | $261,351 | 0.01% |
| 32 | MASTERCARD INCORPORATED | MA | 422 | $231,307 | 0.01% |
| 33 | MOODYS CORP | MCO | 471 | $219,340 | 0.01% |
| 34 | VISA INC | V | 618 | $216,584 | 0.00% |
| 35 | S&P GLOBAL INC | SPGI | 401 | $203,748 | 0.00% |