Brave Warrior Advisors·CIK 1553733
32
Positions
$4.8B
Portfolio Value
56
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2024
Portfolio Value Over Time
| 3 | SNX | 9.21% | $443,769,449 | ▲ +0.7% |
| 4 | LAD | 5.63% | $271,439,580 | ▲ +0.8% |
| 5 | DHI | 3.18% | $153,199,947 | ▲ +0.7% |
| 6 | DFS | 10.06% | $484,660,705 | ▲ +0% |
| 7 | AN | 3.61% | $173,965,526 | ▲ +0.1% |
| 8 | MPLX | 4.09% | $197,089,668 | ▲ +0.1% |
| 9 | DLTR | 0.01% | $501,100 | NEW |
| 10 | ALLY | 0.01% | $355,900 | NEW |
| 11 | MCO | 0.00% | $223,532 | NEW |
| 12 | TXN | 0.00% | $208,636 | NEW |
| 13 | MA | 0.00% | $208,384 | NEW |
| 14 | SPGI | 0.00% | $207,165 | NEW |