# Brave Warrior Advisors, LLC: Form 13F holdings

An institutional investment manager in New York, NY. SEC CIK 1553733.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $4.59bn
- Positions: 40 (40 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1553733/000117266126003728/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| ICON PUB LTD CO | SHS | $547.8m | 11.9% | 3,153,308 |  | Added +156,497 |
| [ONEMAIN HLDGS INC (OMF)](/companies/omf.md) | COM | $462.5m | 10.1% | 7,585,152 |  | Reduced −118,155 |
| [TD SYNNEX CORPORATION (SNX)](/companies/snx.md) | COM | $385.4m | 8.4% | 1,441,630 |  | Reduced −1,612,014 |
| [ELEVANCE HEALTH INC FORMERLY (ELV)](/companies/elv.md) | COM | $377.8m | 8.2% | 976,885 |  | Reduced −145,423 |
| [SLM CORP (SLM)](/companies/slm.md) | COM | $347.1m | 7.6% | 13,381,145 |  | Reduced −203,223 |
| [GALLAGHER ARTHUR J & CO (AJG)](/companies/ajg.md) | COM | $295.0m | 6.4% | 1,285,022 |  | New +1,285,022 |
| [AUTONATION INC (AN)](/companies/an.md) | COM | $283.2m | 6.2% | 1,524,124 |  | Reduced −23,604 |
| [RYANAIR HOLDINGS PLC (RYAAY)](/companies/ryaay.md) | SPONSORED ADR | $256.3m | 5.6% | 3,958,684 |  | Added +919,308 |
| [PRIMERICA INC (PRI)](/companies/pri.md) | COM | $246.1m | 5.4% | 865,863 |  | Reduced −13,460 |
| [LENNAR CORP (LEN)](/companies/len.md) | CL A | $214.7m | 4.7% | 2,373,177 |  | Reduced −36,873 |
| [BUILDERS FIRSTSOURCE INC (BLDR)](/companies/bldr.md) | COM | $209.4m | 4.6% | 2,340,571 |  | Reduced −31,721 |
| [CAPITAL ONE FINL CORP (COF)](/companies/cof.md) | COM | $198.4m | 4.3% | 988,973 |  | Reduced −15,331 |
| [MILLROSE PPTYS INC (MRP)](/companies/mrp.md) | COM CL A | $181.2m | 3.9% | 6,030,725 |  | Reduced −2,485,172 |
| [MPLX LP (MPLX)](/companies/mplx.md) | COM UNIT REP LTD | $179.2m | 3.9% | 3,180,534 |  | Reduced −72,990 |
| [FIDELITY NATL FINL INC (FNF)](/companies/fnf.md) | COM SHS | $162.6m | 3.5% | 3,446,864 |  | Reduced −55,349 |
| [D R HORTON INC (DHI)](/companies/dhi.md) | COM | $111.5m | 2.4% | 684,478 |  | Reduced −9,083 |
| [F&G ANNUITIES & LIFE INC (FG)](/companies/fg.md) | COMMON STOCK | $66.0m | 1.4% | 2,482,417 |  | Reduced −2,870,724 |
| [ANTERO MIDSTREAM CORP (AM)](/companies/am.md) | COM | $41.5m | 0.9% | 1,823,631 |  | Reduced −16,248 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL A | $7.2m | 0.2% | 20,258 |  | Unchanged |
| [HCA HEALTHCARE INC (HCA)](/companies/hca.md) | COM | $1.9m | <0.1% | 4,833 |  | Added +3,500 |
| [JPMORGAN CHASE & CO (JPM)](/companies/jpm.md) | COM | $1.8m | <0.1% | 5,643 |  | Unchanged |
| [SUNBELT RENTALS HOLDINGS INC (SUNB)](/companies/sunb.md) | SHS | $1.8m | <0.1% | 23,762 |  | Unchanged |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $1.6m | <0.1% | 4,275 |  | Added +2,250 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL C | $1.3m | <0.1% | 3,790 |  | Unchanged |
| [BANK OF AMER CORP (BAC)](/companies/bac.md) | COM | $828.0k | <0.1% | 14,532 |  | Unchanged |
| [COMCAST CORP NEW (CMCSA)](/companies/cmcsa.md) | CL A | $763.4k | <0.1% | 31,094 |  | Unchanged |
| [APPLIED MATLS INC (AMAT)](/companies/amat.md) | COM | $694.8k | <0.1% | 961 |  | Unchanged |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $631.6k | <0.1% | 2,650 |  | Added +1,250 |
| [MASTERCARD INCORPORATED (MA)](/companies/ma.md) | CL A | $601.9k | <0.1% | 1,172 |  | Added +750 |
| [S&P GLOBAL INC (SPGI)](/companies/spgi.md) | COM | $570.6k | <0.1% | 1,401 |  | New +1,401 |
| NU HLDGS LTD | ORD SHS CL A | $534.4k | <0.1% | 40,000 |  | New +40,000 |
| [MARRIOTT INTL INC NEW (MAR)](/companies/mar.md) | CL A | $442.5k | <0.1% | 1,194 |  | Unchanged |
| [PROGRESSIVE CORP (PGR)](/companies/pgr.md) | COM | $390.8k | <0.1% | 1,789 |  | Unchanged |
| [TEXAS INSTRS INC (TXN)](/companies/txn.md) | COM | $301.1k | <0.1% | 1,010 |  | New +1,010 |
| [ENERGY TRANSFER L P (ET)](/companies/et.md) | COM UT LTD PTN | $286.8k | <0.1% | 15,000 |  | Unchanged |
| [ANALOG DEVICES INC (ADI)](/companies/adi.md) | COM | $243.1k | <0.1% | 612 |  | New +612 |
| [MOODYS CORP (MCO)](/companies/mco.md) | COM | $213.3k | <0.1% | 471 |  | Unchanged |
| [VISA INC (V)](/companies/v.md) | COM CL A | $212.0k | <0.1% | 618 |  | New +618 |
| [META PLATFORMS INC (META)](/companies/meta.md) | CL A | $210.1k | <0.1% | 373 |  | Unchanged |
| [UNITEDHEALTH GROUP INC (UNH)](/companies/unh.md) | COM | $207.4k | <0.1% | 499 |  | New +499 |

## Sold out

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

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [APOLLO GLOBAL MGMT INC (APO)](/companies/apo.md) | COM | $0 | 0.0% | 0 |  | Sold out −4,500 |
| [ARES MANAGEMENT CORPORATION (ARES)](/companies/ares.md) | CL A COM STK | $0 | 0.0% | 0 |  | Sold out −5,000 |
| [FIRST AMERN FINL CORP (FAF)](/companies/faf.md) | COM | $0 | 0.0% | 0 |  | Sold out −5,000 |

Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-003728. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.