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 DHI
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $95,170,440 | 693,561 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $101,083,422 | 701,822 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $120,100,169 | 708,681 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $149,066,586 | 1,156,272 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $149,377,368 | 1,174,997 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $109,273,105 | 781,527 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $153,199,946 | 803,061 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $113,578,728 | 805,923 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $133,307,878 | 810,136 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $116,623,068 | 767,358 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $130,015,808 | 1,209,787 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $173,252,973 | 1,423,724 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $154,405,590 | 1,580,567 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $141,684,464 | 1,589,460 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $109,178,525 | 1,621,062 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $107,658,233 | 1,626,503 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $114,201,327 | 1,532,698 | Shares | Sole | 2022-05-16 | |
| 2020-06-30 | $73,454,725 | 1,324,702 | Shares | Other | 2020-08-19 | |
| 2020-03-31 | $55,605,028 | 1,635,442 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||