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
| Ticker | % Portfolio | Value |
|---|---|---|
| SNX | 11.72% | $511,392,371 |
| OMF |
10.28% |
| $448,594,845 |
| ELV | 9.89% | $431,610,631 |
| COF | 8.94% | $389,987,165 |
| SLM | 7.92% | $345,636,275 |
| RYAAY | 7.11% | $310,212,063 |
| AN | 5.53% | $241,262,411 |
| LEN | 5.47% | $238,599,817 |
| PRI | 5.17% | $225,501,891 |
| MRP | 5.14% | $224,136,782 |
| MPLX | 5.05% | $220,206,950 |
| BLDR | 4.89% | $213,223,086 |
| FNF | 4.48% | $195,490,077 |
| FG | 3.83% | $167,024,025 |
| DHI | 3.42% | $149,066,586 |
| AM | 0.82% | $35,962,855 |
| GOOGL | 0.09% | $3,852,035 |
| JPM | 0.04% | $1,635,962 |
| HCA | 0.03% | $1,502,901 |
| BAC | 0.03% | $1,255,494 |
| CMCSA | 0.03% | $1,109,745 |
| ICLR | 0.02% | $727,250 |
| USB | 0.02% | $678,750 |
| GOOG | 0.02% | $672,308 |
| UNH | 0.01% | $467,643 |
| PGR | 0.01% | $465,938 |
| MAR | 0.01% | $326,213 |
| AMZN | 0.01% | $307,146 |
| MSFT | 0.01% | $261,140 |
| META | 0.01% | $249,474 |
| MA | 0.01% | $237,139 |
| MCO | 0.01% | $236,249 |
| V | 0.01% | $219,421 |
| SPGI | 0.00% | $211,443 |
| TXN | 0.00% | $209,696 |