Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Brave Warrior Advisors, LLC (CIK 1553733) reported $4.04B across 35 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SNX ($515.2M, 12.75%), OMF ($412.0M, 10.20%), ICLR ($331.6M, 8.21%), ELV ($328.6M, 8.13%), AN ($302.2M, 7.48%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SNX | TD SYNNEX CORPORATION | $515.2M | 12.75% | 3.1M | Trimmed |
| 2 | OMF | ONEMAIN HLDGS INC | $412.0M | 10.20% | 7.7M | Trimmed |
| 3 | ICLR | ICON PLC | $331.6M | 8.21% | 3.0M | New |
| 4 | ELV | ELEVANCE HEALTH INC FORMERLY | $328.6M | 8.13% | 1.1M | Trimmed |
| 5 | AN | AUTONATION INC | $302.2M | 7.48% | 1.5M | Trimmed |
| 6 | SLM | SLM CORP | $290.8M | 7.20% | 13.6M | Added |
| 7 | MRP | MILLROSE PPTYS INC | $238.4M | 5.90% | 8.5M | Trimmed |
| 8 | PRI | PRIMERICA INC | $220.3M | 5.45% | 879,323 | Added |
| 9 | LEN | LENNAR CORP | $209.3M | 5.18% | 2.4M | Trimmed |
| 10 | BLDR | BUILDERS FIRSTSOURCE INC | $195.3M | 4.83% | 2.4M | Trimmed |
| 11 | MPLX | MPLX LP | $185.7M | 4.60% | 3.3M | Trimmed |
| 12 | COF | CAPITAL ONE FINL CORP | $183.2M | 4.53% | 1.0M | Trimmed |
| 13 | RYAAY | RYANAIR HOLDINGS PLC | $175.7M | 4.35% | 3.0M | Trimmed |
| 14 | FNF | FIDELITY NATL FINL INC | $162.4M | 4.02% | 3.5M | Trimmed |
| 15 | FG | F&G ANNUITIES & LIFE INC | $135.5M | 3.35% | 5.4M | Trimmed |
| 16 | DHI | D R HORTON INC | $95.2M | 2.36% | 693,561 | Trimmed |
| 17 | AM | ANTERO MIDSTREAM CORP | $41.9M | 1.04% | 1.8M | Trimmed |
| 18 | GOOGL | ALPHABET INC | $5.8M | 0.14% | 20,258 | Hold |
| 19 | SUNBELT RENTALS HOLDINGS INC | $1.5M | 0.04% | 23,762 | New | |
| 20 | JPM | JPMORGAN CHASE & CO | $1.7M | 0.04% | 5,643 | Hold |
| 21 | GOOG | ALPHABET INC | $1.1M | 0.03% | 3,790 | Hold |
| 22 | HCA | HCA HEALTHCARE INC | $630,829 | 0.02% | 1,333 | Trimmed |
| 23 | MSFT | MICROSOFT CORP | $749,594 | 0.02% | 2,025 | Added |
| 24 | CMCSA | COMCAST CORP NEW | $892,709 | 0.02% | 31,094 | Hold |
| 25 | BAC | BANK AMERICA CORP | $708,435 | 0.02% | 14,532 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31