Brave Warrior Advisors·CIK 1553733
35
Positions
$4.4B
Portfolio Value
56
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2025
Portfolio Value Over Time
| 3 | SNX | 11.72% | $511,392,371 | ▲ +2% |
| 4 | RYAAY | 7.11% | $310,212,063 | ▲ +1.8% |
| 5 | SLM | 7.92% | $345,636,275 | ▲ +1.6% |
| 6 | AN | 5.53% | $241,262,411 | ▲ +1.3% |
| 7 | BLDR | 4.89% | $213,223,086 | ▲ +1.3% |
| 8 | MRP | 5.14% | $224,136,782 | ▲ +0.3% |
| 9 | AM | 0.82% | $35,962,855 | ▲ +0% |
| 10 | USB | 0.02% | $678,750 | NEW |
| 11 | BAC | 0.03% | $1,255,494 | ▲ +0% |
| 12 | META | 0.01% | $249,474 | NEW |
| 13 | TXN | 0.00% | $209,696 | NEW |