Skip to main content
Livermore
Livermore
ZHEN

Brave Warrior Advisors, LLC

SEC CIK
0001553733
Latest filing
Aug 14, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
35
0 vs. Q1 2025
Portfolio value
$4.36B
−$3.83M (−0.1%) vs. Q1 2025
Filed
Aug 14, 2025
SEC
Holdings of Brave Warrior Advisors, LLC in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
SNXTD Synnex CorpCOM3,768,551$511.4M11.7%−307,915−7.6%ReducedHistory
OMFOneMain Holdings, Inc.COM7,870,085$448.6M10.3%+526,449+7.2%AddedHistory
ELVElevance Health, Inc.Stock1,109,653$431.6M9.9%−467,917−29.7%ReducedHistory
COFCapital One Financial CorpStock1,832,991$390.0M8.9%+1,201,438+190.2%AddedHistory
SLMSLM CorpCOM10,540,905$345.6M7.9%+1,085,531+11.5%AddedHistory
RYAAYRyanair Holdings PLCSPONSORED ADR5,379,089$310.2M7.1%−97,800−1.8%ReducedHistory
ANAutonation, Inc.COM1,214,510$241.3M5.5%+84,455+7.5%AddedHistory
LENLennar CorpCL A2,157,127$238.6M5.5%−32,481−1.5%ReducedHistory
PRIPrimerica, Inc.Stock823,992$225.5M5.2%−10,662−1.3%ReducedHistory
MRPMillrose Properties, Inc.COM CL A7,861,690$224.1M5.1%−97,123−1.2%ReducedHistory
MPLXMPLX LPCOM UNIT REP LTD4,275,033$220.2M5.0%−89,053−2.0%ReducedHistory
BLDRBuilders FirstSource, Inc.Stock1,827,261$213.2M4.9%+585,683+47.2%AddedHistory
FNFFidelity National Financial, Inc.COM SHS3,487,158$195.5M4.5%−46,803−1.3%ReducedHistory
FGF&G Annuities & Life, Inc.COMMON STOCK5,222,765$167.0M3.8%−66,398−1.3%ReducedHistory
DHIHorton D R IncCOM1,156,272$149.1M3.4%−18,725−1.6%ReducedHistory
AMAntero Midstream CorpStock1,897,776$36.0M0.8%−20,752−1.1%ReducedHistory
GOOGLAlphabet Inc.Stock21,858$3.85M0.1%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock5,643$1.64M<0.1%00.0%UnchangedHistory
HCAHCA Healthcare, Inc.COM3,923$1.50M<0.1%+2,000+104.0%AddedHistory
BACBank of America CorpStock26,532$1.26M<0.1%+12,000+82.6%AddedHistory
CMCSAComcast CorpStock31,094$1.11M<0.1%00.0%UnchangedHistory
ICLRIcon PLCCOM5,000$727.3K<0.1%00.0%UnchangedHistory
USBUS Bancorp DECOM NEW15,000$678.8K<0.1%+15,000NewHistory
GOOGAlphabet Inc.Stock3,790$672.3K<0.1%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock1,499$467.6K<0.1%+1,000+200.4%AddedHistory
PGRProgressive CorpStock1,746$465.9K<0.1%00.0%UnchangedHistory
MARMarriott International IncStock1,194$326.2K<0.1%00.0%UnchangedHistory
AMZNAmazon Com IncStock1,400$307.1K<0.1%00.0%UnchangedHistory
MSFTMicrosoft CorpStock525$261.1K<0.1%−750−58.8%ReducedHistory
METAMeta Platforms, Inc.Stock338$249.5K<0.1%+338NewHistory
MAMastercard IncStock422$237.1K<0.1%00.0%UnchangedHistory
MCOMoodys CorpStock471$236.2K<0.1%00.0%UnchangedHistory
VVisa Inc.Stock618$219.4K<0.1%00.0%UnchangedHistory
SPGIS&P Global Inc.Stock401$211.4K<0.1%00.0%UnchangedHistory
TXNTexas Instruments IncStock1,010$209.7K<0.1%+1,010NewHistory

Sold out since Q1 2025 (3)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Brave Warrior Advisors, LLC sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
DFSDiscover Financial ServicesCOM1,608,880$274.6M6.3%History
LADLithia Motors IncCOM381,889$112.1M2.6%History
ALLYAlly Financial Inc.Stock10,000$364.7K<0.1%History