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
Holdings in LEN
Shares Held
Position Value (USD)
19 of 19 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $209,288,742 | 2,410,050 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $247,893,359 | 2,411,414 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $252,773,976 | 2,005,506 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $238,599,817 | 2,157,127 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $251,323,206 | 2,189,608 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $234,243,434 | 1,774,390 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $323,208,254 | 1,780,852 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $230,000,711 | 1,585,312 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $168,890,224 | 1,014,441 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $82,465,000 | 571,567 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $110,158,989 | 1,013,938 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $87,718,960 | 723,116 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $89,021,982 | 874,890 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $76,961,352 | 878,465 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $64,801,377 | 897,919 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $55,503,965 | 812,464 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $56,245,730 | 715,804 | Shares | Sole | 2022-05-16 | |
| 2020-06-30 | $72,076,012 | 1,208,285 | Shares | Sole | 2020-08-19 | |
| 2020-03-31 | $62,031,634 | 1,677,451 | Shares | Sole | 2020-05-15 | |
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