13F HOLDINGS REPORT
Brave Warrior Advisors, LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001172661-26-001068
Total Value
$4.27B
Positions
33
Other Managers
0
Confidential Omitted
No
Holdings (33)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ONEMAIN HLDGS INC | OMF | 7,739,293 | $522.8M | 12.25% |
| 2 | TD SYNNEX CORPORATION | SNX | 3,163,239 | $475.2M | 11.13% |
| 3 | ELEVANCE HEALTH INC FORMERLY | ELV | 1,251,803 | $438.8M | 10.28% |
| 4 | SLM CORP | SLMBP | 12,831,965 | $347.2M | 8.13% |
| 5 | AUTONATION INC | AN | 1,552,741 | $320.6M | 7.51% |
| 6 | MILLROSE PPTYS INC | 601137102 | 8,600,224 | $256.9M | 6.02% |
| 7 | LENNAR CORP | LEN-B | 2,411,414 | $247.9M | 5.81% |
| 8 | BUILDERS FIRSTSOURCE INC | BLDR | 2,379,145 | $244.8M | 5.73% |
| 9 | CAPITAL ONE FINL CORP | 14040H105 | 1,008,862 | $244.5M | 5.73% |
| 10 | MPLX LP | MPLXP | 4,474,115 | $238.8M | 5.59% |
| 11 | RYANAIR HOLDINGS PLC | RYAOF | 3,056,698 | $220.7M | 5.17% |
| 12 | PRIMERICA INC | PRI | 780,125 | $201.6M | 4.72% |
| 13 | FIDELITY NATIONAL FINANCIAL | FNF | 3,519,089 | $192.1M | 4.50% |
| 14 | F&G ANNUITIES & LIFE INC | FGSN | 5,377,029 | $165.9M | 3.89% |
| 15 | D R HORTON INC | 23331A109 | 701,822 | $101.1M | 2.37% |
| 16 | ANTERO MIDSTREAM CORP | AM | 1,847,972 | $32.9M | 0.77% |
| 17 | ALPHABET INC | GOOG | 20,258 | $6.3M | 0.15% |
| 18 | HCA HEALTHCARE INC | HCA | 3,923 | $1.8M | 0.04% |
| 19 | JPMORGAN CHASE & CO. | VYLD | 5,643 | $1.8M | 0.04% |
| 20 | BANK AMERICA CORP | 060505104 | 26,532 | $1.5M | 0.03% |
| 21 | ALPHABET INC | GOOG | 3,790 | $1.2M | 0.03% |
| 22 | COMCAST CORP NEW | CCZ | 31,094 | $929,400 | 0.02% |
| 23 | US BANCORP DEL | USB-PS | 15,000 | $800,400 | 0.02% |
| 24 | PROGRESSIVE CORP | 743315103 | 1,746 | $397,599 | 0.01% |
| 25 | MARRIOTT INTL INC NEW | 571903202 | 1,194 | $370,427 | 0.01% |
| 26 | AMAZON COM INC | AMZN | 1,400 | $323,148 | 0.01% |
| 27 | MICROSOFT CORP | MSFT | 525 | $253,900 | 0.01% |
| 28 | APPLIED MATLS INC | 038222105 | 961 | $246,967 | 0.01% |
| 29 | MASTERCARD INCORPORATED | MA | 422 | $240,911 | 0.01% |
| 30 | MOODYS CORP | MCO | 471 | $240,610 | 0.01% |
| 31 | META PLATFORMS INC | META | 338 | $223,110 | 0.01% |
| 32 | VISA INC | V | 618 | $216,739 | 0.01% |
| 33 | S&P GLOBAL INC | SPGI | 401 | $209,559 | 0.00% |