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 |
|---|---|---|---|---|
| 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 OMF
Shares Held
Position Value (USD)
16 of 16 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $412,049,891 | 7,703,307 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $522,789,242 | 7,739,293 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $440,064,484 | 7,794,270 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $448,594,845 | 7,870,085 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $358,956,927 | 7,343,636 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $387,725,737 | 7,437,670 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $348,422,589 | 7,402,222 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $352,530,882 | 7,270,177 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $340,885,967 | 6,672,264 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $315,706,560 | 6,416,800 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $212,422,237 | 5,298,634 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $233,812,845 | 5,351,633 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $196,286,391 | 5,293,592 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $176,960,907 | 5,312,546 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $158,849,865 | 5,381,093 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $108,001,062 | 2,889,274 | Shares | Sole | 2022-08-15 | |
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