Brave Warrior Advisors, LLC
Top Portfolio Positions
35 positions ·
$4,039,071,035 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SNX |
Td Synnex Corp
Technology
|
3,053,644 | $515,180,279 | 12.75% | |
| OMF |
OneMain Holdings, Inc.
Financial Services
|
7,703,307 | $412,049,891 | 10.20% | |
| ICLR |
Icon PLC
Healthcare
|
2,996,811 | $331,627,105 | 8.21% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
1,122,308 | $328,555,667 | 8.13% | |
| AN |
Autonation, Inc.
Consumer Cyclical
|
1,547,728 | $302,209,369 | 7.48% | |
| SLM |
SLM Corp
Financial Services
|
13,584,368 | $290,841,318 | 7.20% | |
| MRP |
Millrose Properties, Inc.
Real Estate
|
8,515,897 | $238,445,116 | 5.90% | |
| PRI |
Primerica, Inc.
Financial Services
|
879,323 | $220,252,825 | 5.45% | |
| LEN |
Lennar Corp /New/
Consumer Cyclical
|
2,410,050 | $209,288,742 | 5.18% | |
| BLDR |
Builders FirstSource, Inc.
Industrials
|
2,372,292 | $195,310,800 | 4.84% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BLDR
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $195,310,800 | 2,372,292 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $244,790,229 | 2,379,145 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $218,902,446 | 1,805,381 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $213,223,086 | 1,827,261 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $155,122,755 | 1,241,578 | Shares | Sole | 2025-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||