13F HOLDINGS REPORT
Brave Warrior Advisors, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001172661-25-005024
Total Value
$4.31B
Positions
33
Other Managers
0
Confidential Omitted
No
Holdings (33)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ELEVANCE HEALTH INC FORMERLY | ELV | 1,834,002 | $592.6M | 13.76% |
| 2 | TD SYNNEX CORPORATION | SNX | 3,275,293 | $536.3M | 12.45% |
| 3 | ONEMAIN HLDGS INC | OMF | 7,794,270 | $440.1M | 10.22% |
| 4 | SLM CORP | SLMBP | 11,659,418 | $322.7M | 7.49% |
| 5 | AUTONATION INC | AN | 1,214,043 | $265.6M | 6.17% |
| 6 | LENNAR CORP | LEN-B | 2,005,506 | $252.8M | 5.87% |
| 7 | RYANAIR HOLDINGS PLC | RYAOF | 4,084,246 | $246.0M | 5.71% |
| 8 | MPLX LP | MPLXP | 4,467,474 | $223.2M | 5.18% |
| 9 | BUILDERS FIRSTSOURCE INC | BLDR | 1,805,381 | $218.9M | 5.08% |
| 10 | FIDELITY NATIONAL FINANCIAL | FNF | 3,489,314 | $211.1M | 4.90% |
| 11 | PRIMERICA INC | PRI | 752,989 | $209.0M | 4.85% |
| 12 | CAPITAL ONE FINL CORP | 14040H105 | 964,730 | $205.1M | 4.76% |
| 13 | MILLROSE PPTYS INC | 601137102 | 5,375,592 | $180.7M | 4.19% |
| 14 | F&G ANNUITIES & LIFE INC | FGSN | 5,218,977 | $163.2M | 3.79% |
| 15 | D R HORTON INC | 23331A109 | 708,681 | $120.1M | 2.79% |
| 16 | KINETIK HOLDINGS INC | KNTK | 1,608,928 | $68.8M | 1.60% |
| 17 | ANTERO MIDSTREAM CORP | AM | 1,865,330 | $36.3M | 0.84% |
| 18 | ALPHABET INC | GOOG | 21,858 | $5.3M | 0.12% |
| 19 | JPMORGAN CHASE & CO. | VYLD | 5,643 | $1.8M | 0.04% |
| 20 | HCA HEALTHCARE INC | HCA | 3,923 | $1.7M | 0.04% |
| 21 | BANK AMERICA CORP | 060505104 | 26,532 | $1.4M | 0.03% |
| 22 | COMCAST CORP NEW | CCZ | 31,094 | $976,973 | 0.02% |
| 23 | ALPHABET INC | GOOG | 3,790 | $923,054 | 0.02% |
| 24 | US BANCORP DEL | USB-PS | 15,000 | $724,950 | 0.02% |
| 25 | ICON PLC | ICLR | 3,000 | $525,000 | 0.01% |
| 26 | PROGRESSIVE CORP | 743315103 | 1,746 | $431,175 | 0.01% |
| 27 | MARRIOTT INTL INC NEW | 571903202 | 1,194 | $310,965 | 0.01% |
| 28 | AMAZON COM INC | AMZN | 1,400 | $307,398 | 0.01% |
| 29 | MICROSOFT CORP | MSFT | 525 | $271,924 | 0.01% |
| 30 | META PLATFORMS INC | META | 338 | $248,220 | 0.01% |
| 31 | MASTERCARD INCORPORATED | MA | 422 | $240,038 | 0.01% |
| 32 | MOODYS CORP | MCO | 471 | $224,422 | 0.01% |
| 33 | VISA INC | V | 618 | $210,973 | 0.00% |