13F HOLDINGS REPORT
Brave Warrior Advisors, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003464
Total Value
$4.36B
Positions
35
Other Managers
0
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TD SYNNEX CORPORATION | SNX | 3,768,551 | $511.4M | 11.72% |
| 2 | ONEMAIN HLDGS INC | OMF | 7,870,085 | $448.6M | 10.28% |
| 3 | ELEVANCE HEALTH INC | ELV | 1,109,653 | $431.6M | 9.89% |
| 4 | CAPITAL ONE FINL CORP | 14040H105 | 1,832,991 | $390.0M | 8.94% |
| 5 | SLM CORP | SLMBP | 10,540,905 | $345.6M | 7.92% |
| 6 | RYANAIR HOLDINGS PLC | RYAOF | 5,379,089 | $310.2M | 7.11% |
| 7 | AUTONATION INC | AN | 1,214,510 | $241.3M | 5.53% |
| 8 | LENNAR CORP | LEN-B | 2,157,127 | $238.6M | 5.47% |
| 9 | PRIMERICA INC | PRI | 823,992 | $225.5M | 5.17% |
| 10 | MILLROSE PPTYS INC | 601137102 | 7,861,690 | $224.1M | 5.14% |
| 11 | MPLX LP | MPLXP | 4,275,033 | $220.2M | 5.05% |
| 12 | BUILDERS FIRSTSOURCE INC | BLDR | 1,827,261 | $213.2M | 4.89% |
| 13 | FIDELITY NATIONAL FINANCIAL | FNF | 3,487,158 | $195.5M | 4.48% |
| 14 | F&G ANNUITIES & LIFE INC | FGSN | 5,222,765 | $167.0M | 3.83% |
| 15 | D R HORTON INC | 23331A109 | 1,156,272 | $149.1M | 3.42% |
| 16 | ANTERO MIDSTREAM CORP | AM | 1,897,776 | $36.0M | 0.82% |
| 17 | ALPHABET INC | GOOG | 21,858 | $3.9M | 0.09% |
| 18 | JPMORGAN CHASE & CO. | VYLD | 5,643 | $1.6M | 0.04% |
| 19 | HCA HEALTHCARE INC | HCA | 3,923 | $1.5M | 0.03% |
| 20 | BANK AMERICA CORP | 060505104 | 26,532 | $1.3M | 0.03% |
| 21 | COMCAST CORP NEW | CCZ | 31,094 | $1.1M | 0.03% |
| 22 | ICON PLC | ICLR | 5,000 | $727,250 | 0.02% |
| 23 | US BANCORP DEL | USB-PS | 15,000 | $678,750 | 0.02% |
| 24 | ALPHABET INC | GOOG | 3,790 | $672,308 | 0.02% |
| 25 | UNITEDHEALTH GROUP INC | UNH | 1,499 | $467,643 | 0.01% |
| 26 | PROGRESSIVE CORP | 743315103 | 1,746 | $465,938 | 0.01% |
| 27 | MARRIOTT INTL INC NEW | 571903202 | 1,194 | $326,213 | 0.01% |
| 28 | AMAZON COM INC | AMZN | 1,400 | $307,146 | 0.01% |
| 29 | MICROSOFT CORP | MSFT | 525 | $261,140 | 0.01% |
| 30 | META PLATFORMS INC | META | 338 | $249,474 | 0.01% |
| 31 | MASTERCARD INCORPORATED | MA | 422 | $237,139 | 0.01% |
| 32 | MOODYS CORP | MCO | 471 | $236,249 | 0.01% |
| 33 | VISA INC | V | 618 | $219,421 | 0.01% |
| 34 | S&P GLOBAL INC | SPGI | 401 | $211,443 | 0.00% |
| 35 | TEXAS INSTRS INC | 882508104 | 1,010 | $209,696 | 0.00% |