Brave Warrior Advisors, LLC 13F Holdings · Q2 2026
Brave Warrior Advisors, LLC reported 40 securities worth $4.59B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: ICLR (11.94%), OMF (10.08%), SNX (8.40%). Among its top 25 positions this quarter: 1 new, 4 added, 15 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ICLR | ICON PUB LTD CO | $547.8M | 11.94% | 3.2M | Added |
| 2 | OMF | ONEMAIN HLDGS INC | $462.5M | 10.08% | 7.6M | Trimmed |
| 3 | SNX | TD SYNNEX CORPORATION | $385.4M | 8.40% | 1.4M | Trimmed |
| 4 | ELV | ELEVANCE HEALTH INC FORMERLY | $377.8M | 8.23% | 976,885 | Trimmed |
| 5 | SLM | SLM CORP | $347.1M | 7.56% | 13.4M | Trimmed |
| 6 | AJG | GALLAGHER ARTHUR J & CO | $295.0M | 6.43% | 1.3M | New |
| 7 | AN | AUTONATION INC | $283.2M | 6.17% | 1.5M | Trimmed |
| 8 | RYAAY | RYANAIR HOLDINGS PLC | $256.3M | 5.59% | 4.0M | Added |
| 9 | PRI | PRIMERICA INC | $246.1M | 5.36% | 865,863 | Trimmed |
| 10 | LEN | LENNAR CORP | $214.7M | 4.68% | 2.4M | Trimmed |
| 11 | BLDR | BUILDERS FIRSTSOURCE INC | $209.4M | 4.56% | 2.3M | Trimmed |
| 12 | COF | CAPITAL ONE FINL CORP | $198.4M | 4.32% | 988,973 | Trimmed |
| 13 | MRP | MILLROSE PPTYS INC | $181.2M | 3.95% | 6.0M | Trimmed |
| 14 | MPLX | MPLX LP | $179.2M | 3.90% | 3.2M | Trimmed |
| 15 | FNF | FIDELITY NATL FINL INC | $162.6M | 3.54% | 3.4M | Trimmed |
| 16 | DHI | D R HORTON INC | $111.5M | 2.43% | 684,478 | Trimmed |
| 17 | FG | F&G ANNUITIES & LIFE INC | $66.0M | 1.44% | 2.5M | Trimmed |
| 18 | AM | ANTERO MIDSTREAM CORP | $41.5M | 0.90% | 1.8M | Trimmed |
| 19 | GOOGL | ALPHABET INC | $7.2M | 0.16% | 20,258 | Hold |
| 20 | HCA | HCA HEALTHCARE INC | $1.9M | 0.04% | 4,833 | Added |
| 21 | JPM | JPMORGAN CHASE & CO | $1.8M | 0.04% | 5,643 | Hold |
| 22 | SUNB | SUNBELT RENTALS HOLDINGS INC | $1.8M | 0.04% | 23,762 | Hold |
| 23 | GOOG | ALPHABET INC | $1.3M | 0.03% | 3,790 | Hold |
| 24 | MSFT | MICROSOFT CORP | $1.6M | 0.03% | 4,275 | Added |
| 25 | AMAT | APPLIED MATLS INC | $694,803 | 0.02% | 961 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR