Brave Warrior Advisors as of June 30, 2026
Portfolio Holdings for Brave Warrior Advisors
Brave Warrior Advisors holds 40 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Icon Pub SHS (ICLR) | 11.9 | $548M | 3.2M | 173.71 | |
| Onemain Holdings (OMF) | 10.1 | $463M | 7.6M | 60.97 | |
| SYNNEX Corporation (SNX) | 8.4 | $385M | 1.4M | 267.34 | |
| Anthem (ELV) | 8.2 | $378M | 977k | 386.73 | |
| SLM Corporation (SLM) | 7.6 | $347M | 13M | 25.94 | |
| Arthur J. Gallagher & Co. (AJG) | 6.4 | $295M | 1.3M | 229.57 | |
| AutoNation (AN) | 6.2 | $283M | 1.5M | 185.79 | |
| Ryanair Holdings Sponsored Adr (RYAAY) | 5.6 | $256M | 4.0M | 64.75 | |
| Primerica (PRI) | 5.4 | $246M | 866k | 284.20 | |
| Lennar Corp Cl A (LEN) | 4.7 | $215M | 2.4M | 90.49 | |
| Builders FirstSource (BLDR) | 4.6 | $209M | 2.3M | 89.48 | |
| Capital One Financial (COF) | 4.3 | $198M | 989k | 200.62 | |
| Millrose Pptys Com Cl A (MRP) | 3.9 | $181M | 6.0M | 30.05 | |
| MPLX Com Unit Rep Ltd (MPLX) | 3.9 | $179M | 3.2M | 56.33 | |
| Fidelity Natl Finl Com Shs (FNF) | 3.5 | $163M | 3.4M | 47.16 | |
| D.R. Horton (DHI) | 2.4 | $112M | 685k | 162.88 | |
| F&g Annuities & Life Common Stock (FG) | 1.4 | $66M | 2.5M | 26.59 | |
| Antero Midstream Corp antero midstream (AM) | 0.9 | $42M | 1.8M | 22.75 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $7.2M | 20k | 357.37 | |
| Hca Holdings (HCA) | 0.0 | $1.9M | 4.8k | 389.89 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $1.8M | 5.6k | 327.33 | |
| Sunbelt Rentals Holdings SHS (SUNB) | 0.0 | $1.8M | 24k | 74.81 | |
| Microsoft Corporation (MSFT) | 0.0 | $1.6M | 4.3k | 373.02 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $1.3M | 3.8k | 353.33 | |
| Bank of America Corporation (BAC) | 0.0 | $828k | 15k | 56.98 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $763k | 31k | 24.55 | |
| Applied Materials (AMAT) | 0.0 | $695k | 961.00 | 723.00 | |
| Amazon (AMZN) | 0.0 | $632k | 2.7k | 238.34 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $602k | 1.2k | 513.60 | |
| S&p Global (SPGI) | 0.0 | $571k | 1.4k | 407.26 | |
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $534k | 40k | 13.36 | |
| Marriott Intl Cl A (MAR) | 0.0 | $443k | 1.2k | 370.59 | |
| Progressive Corporation (PGR) | 0.0 | $391k | 1.8k | 218.45 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $301k | 1.0k | 298.07 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $287k | 15k | 19.12 | |
| Analog Devices (ADI) | 0.0 | $243k | 612.00 | 397.17 | |
| Moody's Corporation (MCO) | 0.0 | $213k | 471.00 | 452.92 | |
| Visa Com Cl A (V) | 0.0 | $212k | 618.00 | 343.09 | |
| Meta Platforms Cl A (META) | 0.0 | $210k | 373.00 | 563.29 | |
| UnitedHealth (UNH) | 0.0 | $207k | 499.00 | 415.63 |
