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 FG
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $135,541,530 | 5,353,141 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $165,881,344 | 5,377,029 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $163,197,410 | 5,218,977 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $167,024,024 | 5,222,765 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $190,674,326 | 5,289,163 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $223,794,275 | 5,400,441 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $243,999,922 | 5,456,170 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $230,178,300 | 6,049,364 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $246,863,655 | 6,087,883 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $285,986,324 | 6,217,094 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $187,719,042 | 6,689,916 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $168,359,235 | 6,794,158 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $123,831,318 | 6,833,958 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $120,703,121 | 6,032,140 | Shares | Sole | 2023-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||