Brave Warrior Advisors·CIK 1553733
33
Positions
$4.3B
Portfolio Value
56
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2025
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| ELV | 13.76% | $592,602,726 |
| SNX |
12.45% |
| $536,329,229 |
| OMF | 10.22% | $440,064,484 |
| SLM | 7.49% | $322,732,690 |
| AN | 6.17% | $265,596,187 |
| LEN | 5.87% | $252,773,976 |
| RYAAY | 5.71% | $245,953,294 |
| MPLX | 5.18% | $223,150,326 |
| BLDR | 5.08% | $218,902,446 |
| FNF | 4.90% | $211,068,604 |
| PRI | 4.85% | $209,022,217 |
| COF | 4.76% | $205,082,303 |
| MRP | 4.19% | $180,673,647 |
| FG | 3.79% | $163,197,411 |
| DHI | 2.79% | $120,100,169 |
| KNTK | 1.60% | $68,765,583 |
| AM | 0.84% | $36,262,015 |
| GOOGL | 0.12% | $5,313,680 |
| JPM | 0.04% | $1,779,971 |
| HCA | 0.04% | $1,671,983 |
| BAC | 0.03% | $1,368,786 |
| CMCSA | 0.02% | $976,973 |
| GOOG | 0.02% | $923,054 |
| USB | 0.02% | $724,950 |
| ICLR | 0.01% | $525,000 |
| PGR | 0.01% | $431,175 |
| MAR | 0.01% | $310,965 |
| AMZN | 0.01% | $307,398 |
| MSFT | 0.01% | $271,924 |
| META | 0.01% | $248,220 |
| MA | 0.01% | $240,038 |
| MCO | 0.01% | $224,422 |
| V | 0.00% | $210,973 |