Brave Warrior Advisors·CIK 1553733
27
Positions
$4.5B
Portfolio Value
56
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2024
Portfolio Value Over Time
| 3 | SNX | 8.50% | $383,364,108 | ▲ +1.3% |
| 4 | ELV | 19.61% | $884,926,196 | ▲ +1.8% |
| 5 | DFS | 10.03% | $452,729,747 | ▲ +0.9% |
| 6 | APO | 9.89% | $446,269,297 | ▲ +0.9% |
| 7 | OMF | 7.81% | $352,530,883 | ▲ +0.7% |
| 8 | RYAAY | 0.13% | $5,780,082 | ▲ +0.1% |
| 9 | AN | 3.46% | $156,070,474 | ▲ +0.2% |
| 10 | GOOGL | 0.09% | $3,981,435 | ▲ +0% |
| 11 | AM | 0.68% | $30,810,860 | ▲ +0.1% |
| 12 | AMAT | 0.01% | $226,786 | NEW |