Brave Warrior Advisors, LLC

Name: Brave Warrior Advisors, LLC: Form 13F holdings for the quarter ended 2026-06-30
Creator: Listed

An institutional investment manager in New York, NY. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1553733.

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Reported value$4.59bn
Positions40

Holdings: 40 positions

The filing on sec.gov

As filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.

Brave Warrior Advisors, LLC, holdings
Issuer	Class	CUSIP	Reported value$m	Weight	Shares	Change on the quarter before
Icon Pub Ltd Co	SHS	G4705A100	548	11.9%	3,153,308	Added+156,497
Onemain Holdings IncOMF	COM	68268W103	462	10.1%	7,585,152	Reduced−118,155
TD Synnex CorporationSNX	COM	87162W100	385	8.4%	1,441,630	Reduced−1,612,014
Elevance Health Inc FormerlyELV	COM	036752103	378	8.2%	976,885	Reduced−145,423
SLM CorpSLM	COM	78442P106	347	7.6%	13,381,145	Reduced−203,223
Gallagher Arthur J & CoAJG	COM	363576109	295	6.4%	1,285,022	New+1,285,022
Autonation IncAN	COM	05329W102	283	6.2%	1,524,124	Reduced−23,604
Ryanair Holdings plcRYAAY	SPONSORED ADR	783513203	256	5.6%	3,958,684	Added+919,308
Primerica IncPRI	COM	74164M108	246	5.4%	865,863	Reduced−13,460
Lennar CorpLEN	CL A	526057104	215	4.7%	2,373,177	Reduced−36,873
Builders Firstsource IncBLDR	COM	12008R107	209	4.6%	2,340,571	Reduced−31,721
Capital One Finl CorpCOF	COM	14040H105	198	4.3%	988,973	Reduced−15,331
Millrose Pptys IncMRP	COM CL A	601137102	181	3.9%	6,030,725	Reduced−2,485,172
MPLX LPMPLX	COM UNIT REP LTD	55336V100	179	3.9%	3,180,534	Reduced−72,990
Fidelity Natl Finl IncFNF	COM SHS	31620R303	163	3.5%	3,446,864	Reduced−55,349
D R Horton IncDHI	COM	23331A109	111	2.4%	684,478	Reduced−9,083
F&G Annuities & Life IncFG	COMMON STOCK	30190A104	66.0	1.4%	2,482,417	Reduced−2,870,724
Antero Midstream CorpAM	COM	03676B102	41.5	0.9%	1,823,631	Reduced−16,248
Alphabet IncGOOGL	CAP STK CL A	02079K305	7.2	0.2%	20,258	Unchanged
HCA Healthcare IncHCA	COM	40412C101	1.9	<0.1%	4,833	Added+3,500
Jpmorgan Chase & CoJPM	COM	46625H100	1.8	<0.1%	5,643	Unchanged
Sunbelt Rentals Holdings IncSUNB	SHS	866966104	1.8	<0.1%	23,762	Unchanged
Microsoft CorpMSFT	COM	594918104	1.6	<0.1%	4,275	Added+2,250
Alphabet IncGOOGL	CAP STK CL C	02079K107	1.3	<0.1%	3,790	Unchanged
Bank of Amer CorpBAC	COM	060505104	0.8	<0.1%	14,532	Unchanged
Comcast Corp NewCMCSA	CL A	20030N101	0.8	<0.1%	31,094	Unchanged
Applied Matls IncAMAT	COM	038222105	0.7	<0.1%	961	Unchanged
Amazon Com IncAMZN	COM	023135106	0.6	<0.1%	2,650	Added+1,250
Mastercard IncorporatedMA	CL A	57636Q104	0.6	<0.1%	1,172	Added+750
S&P Global IncSPGI	COM	78409V104	0.6	<0.1%	1,401	New+1,401
NU Holdings Ltd	ORD SHS CL A	G6683N103	0.5	<0.1%	40,000	New+40,000
Marriott International Inc NewMAR	CL A	571903202	0.4	<0.1%	1,194	Unchanged
Progressive CorpPGR	COM	743315103	0.4	<0.1%	1,789	Unchanged
Texas Instrs IncTXN	COM	882508104	0.3	<0.1%	1,010	New+1,010
Energy Transfer L PET	COM UT LTD PTN	29273V100	0.3	<0.1%	15,000	Unchanged
Analog Devices IncADI	COM	032654105	0.2	<0.1%	612	New+612
Moodys CorpMCO	COM	615369105	0.2	<0.1%	471	Unchanged
Visa IncV	COM CL A	92826C839	0.2	<0.1%	618	New+618
Meta Platforms IncMETA	CL A	30303M102	0.2	<0.1%	373	Unchanged
Unitedhealth Group IncUNH	COM	91324P102	0.2	<0.1%	499	New+499

Sold out: 3 positions

Held at the end of the quarter before and not reported this quarter.

Brave Warrior Advisors, LLC, positions sold out
Issuer	Class	CUSIP	Weight	Change on the quarter before
Apollo Global MGMT IncAPO	COM	03769M106	0.0%	Sold out−4,500
Ares Management CorporationARES	CL A COM STK	03990B101	0.0%	Sold out−5,000
First Amern Finl CorpFAF	COM	31847R102	0.0%	Sold out−5,000

Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-003728 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.