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 PRI
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $220,252,825 | 879,323 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $201,553,095 | 780,125 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $209,022,216 | 752,989 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $225,501,890 | 823,992 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $237,484,102 | 834,654 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $231,755,766 | 853,864 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $387,164,340 | 1,460,171 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $447,139,275 | 1,890,013 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $509,727,553 | 2,015,052 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $434,920,261 | 2,113,726 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $410,526,324 | 2,116,006 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $424,000,208 | 2,144,014 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $370,513,903 | 2,151,149 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $306,424,801 | 2,160,660 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $271,494,820 | 2,199,229 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $263,439,126 | 2,201,012 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $288,361,558 | 2,107,598 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $295,676,222 | 1,929,120 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $292,131,900 | 1,901,529 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $286,826,625 | 1,872,970 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $279,171,520 | 1,888,591 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $223,664,438 | 1,670,010 | Shares | Other | 2021-02-16 | |
| 2020-09-30 | $189,274,168 | 1,672,920 | Shares | Other | 2020-11-16 | |
| 2020-06-30 | $181,565,555 | 1,557,166 | Shares | Sole | 2020-08-19 | |
| 2020-03-31 | $129,851,920 | 1,467,585 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||