Brave Warrior Advisors, LLC

Registered adviser Superinvestor · Glenn Greenberg

CIK

1553733

Location

New York, NY

Portfolio Value

Mid $4,588,428,213

Diversification

Diversified

Filing Date

Global Rank

#940 / 8,826 ▼ 16

Top Industry

Credit Services 22.0%

Period ended 4 months ago

Filed Aug 14, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 108894

Roster of Nov 1, 2026

Regulatory AUM

$5,638,637,189

Main clients

Individuals and high net worth (70% of AUM)

Private funds

4 funds · Hedge funds

Focus by fund count, roster of Nov 1, 2026

$220,467,952 gross assets

LEI

254900M28H0B9PL37G89

Private funds on Schedule D 7.B.(1)

As filed Oct 18, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

$227,462,359 gross assets in 4 funds Hedge funds $227,462,359 (4)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$5,638,637,189	Individuals and high net worth (70%)
Apr 2025 to Mar 2026	$5,410,045,202	Individuals and high net worth (69%)
Apr 2024 to Mar 2025	$5,235,785,937	Individuals and high net worth (69%)
May 2023 to Mar 2024	$3,933,297,242	Individuals and high net worth (70%)
Apr 2023	$3,933,297,242	Individuals and high net worth (70%)
Apr 2022 to Mar 2023	$4,406,100,000	Individuals and high net worth (67%)

4 earlier changes not shown.

Schedule 13D/13G stakes

Stakes of 5% or more disclosed on Schedule 13D or 13G, each on the filer's latest filing for the security. These are event-dated stakes, not the quarter-end 13F portfolio below.

Company	Schedule	Event date	Filed	Shares	% of class	Change	Status
AN Autonation, Inc.	13G	Sep 30, 2026	34d	1,926,427	5.83%	—	Current
SLM SLM Corp	13G/A	Sep 30, 2025	12mo	12,771,928	6.29%	+2,231,023 since Jun 30, 2025	Current
OMF OneMain Holdings, Inc.	13G/A	Jun 30, 2025	1y	7,870,085	6.62%	+1,453,285 since Dec 31, 2023	Current

A 13D or 13G stays in force until its filer amends it and no amendment is due without a material change, so a stake with no filing in 24 months reads unconfirmed, never sold. An amendment reporting under 5% ends the filer's duty to amend, not necessarily the holding. Shares are restated onto today's split basis. Show 2 exited, below-5% or retired stakes

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 74.4% of the book (60%+)

Turnover

Low turnover

27.4% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 12.3 quarters (12+), a floor since 14.8% of the book was already held when coverage starts

Closest benchmark: the S&P MidCap 400 as of 2026-06-30, active share 98.4%; sector active share 47.9% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

40 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

11.9%

−0.8 pts

Top 5

46.2%

−0.6 pts

Top 10

74.4%

−0.9 pts

HHI

693

Diversified−25

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	38.9%	$1,782,821,946	15
Healthcare	20.2%	$927,643,605	4
Consumer Cyclical	13.3%	$610,477,644	5
Industrials	10.2%	$467,536,717	3
Technology	8.5%	$388,238,945	5
Energy	4.8%	$220,933,885	3
Real Estate	3.9%	$181,223,286	1
Communication Services	0.2%	$9,552,185	4

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
RYAAY	Ryanair Holdings PLC	+919,308	3,958,684	$256,324,789
ICLR	Icon PLC	+156,497	3,153,308	$547,761,132
HCA	HCA Healthcare, Inc.	+3,500	4,833	$1,884,338
MSFT	Microsoft Corp	+2,250	4,275	$1,594,660
AMZN	Amazon Com Inc	+1,250	2,650	$631,601
MA	Mastercard Inc	+750	1,172	$601,939
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
FG	F&G Annuities & Life, Inc.	−2,870,724	2,482,417	$66,007,468
MRP	Millrose Properties, Inc.	−2,485,172	6,030,725	$181,223,286
SNX	Td Synnex Corp	−1,612,014	1,441,630	$385,405,364
SLM	SLM Corp	−203,223	13,381,145	$347,106,901
ELV	Elevance Health, Inc.	−145,423	976,885	$377,790,736
OMF	OneMain Holdings, Inc.	−118,155	7,585,152	$462,466,717
MPLX	Mplx LP	−72,990	3,180,534	$179,159,480
FNF	Fidelity National Financial, Inc.	−55,349	3,446,864	$162,554,106
LEN	Lennar Corp	−36,873	2,373,177	$214,748,786
BLDR	Builders FirstSource, Inc.	−31,721	2,340,571	$209,434,293
AN	Autonation, Inc.	−23,604	1,524,124	$283,166,997
AM	Antero Midstream Corp	−16,248	1,823,631	$41,487,605
COF	Capital One Financial Corp	−15,331	988,973	$198,407,763
PRI	Primerica, Inc.	−13,460	865,863	$246,078,264
DHI	Horton D R Inc	−9,083	684,478	$111,487,776
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
AJG	Arthur J. Gallagher & Co.	1,285,022	$295,002,500
SPGI	S&P Global Inc.	1,401	$570,571
NU	Nu Holdings Ltd.	40,000	$534,400
TXN	Texas Instruments Inc	1,010	$301,050
ADI	Analog Devices Inc	612	$243,068
V	Visa Inc.	618	$212,029
UNH	Unitedhealth Group Inc	499	$207,399
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
ARES	Ares Management Corp	5,000	$545,500
APO	Apollo Global Management, Inc.	4,500	$501,390
FAF	First American Financial Corp	5,000	$301,450
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

40 tracked positions · $4,588,428,213 total · filing declares 40 positions · $4,588,428,223 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Est. Price	Held (qtrs)	Est. cost/share	% of Portfolio
ICLR	Icon PLC Healthcare	Added	3,153,308	+156,497	$547,761,132	+65.2%	$127.30	2	$136.14	11.94%
OMF	OneMain Holdings, Inc. Financial Services	Reduced	7,585,152	-118,155	$462,466,717	+12.2%	$56.33	17	$42.04	10.08%
SNX	Td Synnex Corp Technology	Reduced	1,441,630	-1,612,014	$385,405,364	−25.2%	$240.90	10	$107.82	8.40%
ELV	Elevance Health, Inc. Healthcare	Reduced	976,885	-145,423	$377,790,736	+15.0%	$370.86	26+	before history	8.23%
SLM	SLM Corp Financial Services	Reduced	13,381,145	-203,223	$347,106,901	+19.3%	$22.52	6	$29.05	7.56%
AJG	Arthur J. Gallagher & Co. Financial Services	NEW	1,285,022	NEW	$295,002,500	NEW	$212.34	1	$212.34	6.43%
AN	Autonation, Inc. Consumer Cyclical	Reduced	1,524,124	-23,604	$283,166,997	−6.3%	$195.55	15	$165.77	6.17%
RYAAY	Ryanair Holdings PLC Industrials	Added	3,958,684	+919,308	$256,324,789	+45.9%	$58.96	11	unpriced	5.59%
PRI	Primerica, Inc. Financial Services	Reduced	865,863	-13,460	$246,078,264	+11.7%	$273.56	26+	before history	5.36%
LEN	Lennar Corp Consumer Cyclical	Reduced	2,373,177	-36,873	$214,748,786	+2.6%	$89.41	18	unpriced	4.68%
BLDR	Builders FirstSource, Inc. Industrials	Reduced	2,340,571	-31,721	$209,434,293	+7.2%	$79.86	6	$130.18	4.56%
COF	Capital One Financial Corp Financial Services	Reduced	988,973	-15,331	$198,407,763	+8.3%	$191.29	7	$188.92	4.32%
MRP	Millrose Properties, Inc. Real Estate	Reduced	6,030,725	-2,485,172	$181,223,286	−24.0%	$28.95	6	$26.40	3.95%
MPLX	Mplx LP Energy	Reduced	3,180,534	-72,990	$179,159,480	−3.5%	$55.79	13	$40.09	3.90%
FNF	Fidelity National Financial, Inc. Financial Services	Reduced	3,446,864	-55,349	$162,554,106	+0.1%	$48.44	21	unpriced	3.54%
DHI	Horton D R Inc Consumer Cyclical	Reduced	684,478	-9,083	$111,487,776	+17.1%	$149.24	18	$104.21	2.43%
FG	F&G Annuities & Life, Inc. Financial Services	Reduced	2,482,417	-2,870,724	$66,007,468	−51.3%	$27.35	15	$20.66	1.44%
AM	Antero Midstream Corp Energy	Reduced	1,823,631	-16,248	$41,487,605	−1.1%	$21.72	26+	before history	0.90%
GOOGL	Alphabet Inc. Communication Services	Held	20,258	0	$7,239,601	+24.3%	$359.97	26+	before history	0.16%
HCA	HCA Healthcare, Inc. Healthcare	Added	4,833	+3,500	$1,884,338	+198.7%	$422.76	26+	before history	0.04%
JPM	Jpmorgan Chase & Co Financial Services	Held	5,643	0	$1,847,123	+11.3%	$310.55	26+	before history	0.04%
SUNB	Sunbelt Rentals Holdings, Inc. Industrials	Held	23,762	0	$1,777,635	+14.9%	$74.99	2	$70.19	0.04%
MSFT	Microsoft Corp Technology	Added	4,275	+2,250	$1,594,660	+112.7%	$404.60	15	$402.68	0.03%
GOOG	Alphabet Inc. Communication Services	Held	3,790	0	$1,339,120	+23.2%	$357.39	26+	before history	0.03%
BAC	Bank Of America Corp Financial Services	Held	14,532	0	$828,033	+16.9%	$53.18	26+	before history	0.02%
CMCSA	Comcast Corp Communication Services	Held	31,094	0	$763,357	−14.5%	$25.81	26+	before history	0.02%
AMAT	Applied Materials Inc Technology	Held	961	0	$694,803	+111.5%	$461.39	3	$239.74	0.02%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,650	+1,250	$631,601	+116.6%	$251.01	14	$169.44	0.01%
MA	Mastercard Inc Financial Services	Added	1,172	+750	$601,939	+185.5%	$498.62	8	$486.53	0.01%
SPGI	S&P Global Inc. Financial Services	NEW	1,401	NEW	$570,571	NEW	$399.53	1	unpriced	0.01%
NU	Nu Holdings Ltd. Financial Services	NEW	40,000	NEW	$534,400	NEW	$13.48	1	$13.48	0.01%
MAR	Marriott International Inc Consumer Cyclical	Held	1,194	0	$442,484	+13.3%	$368.78	13	$173.48	0.01%
PGR	Progressive Corp Financial Services	Held	1,789	0	$390,807	+10.2%	$201.54	26+	before history	0.01%
TXN	Texas Instruments Inc Technology	NEW	1,010	NEW	$301,050	NEW	$277.43	1	$277.43	0.01%
ET	Energy Transfer LP Energy	Held	15,000	0	$286,800	−0.9%	$19.37	2	$18.31	0.01%
ADI	Analog Devices Inc Technology	NEW	612	NEW	$243,068	NEW	$395.80	1	$395.80	0.01%
MCO	Moodys Corp Financial Services	Held	471	0	$213,325	+3.8%	$449.10	8	$463.45	0.00%
V	Visa Inc. Financial Services	NEW	618	NEW	$212,029	NEW	$321.04	1	$321.04	0.00%
META	Meta Platforms, Inc. Communication Services	Held	373	0	$210,107	−1.5%	$611.48	5	$620.07	0.00%
UNH	Unitedhealth Group Inc Healthcare	NEW	499	NEW	$207,399	NEW	$370.65	1	$370.65	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.