The Analysis of Brave Warrior Advisors, LLC's Holdings


Currently, Brave Warrior Advisors, LLC holds 33 types of securities in its portfolio with a total value $4.3B. In the most recent quarter, they have increased their positions in OMF (+7.7M shares, valued at $522.8M), SNX (+3.2M shares, valued at $475.2M), ELV (+1.3M shares, valued at $438.8M); initiated new positions in OMF (+7.7M shares, valued at $522.8M), SNX (+3.2M shares, valued at $475.2M), ELV (+1.3M shares, valued at $438.8M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
OMF ONEMAIN HLDGS INC7.7M sharesnew addition2025-12-312026-02-17history
SNX TD SYNNEX CORPORATION3.2M sharesnew addition2025-12-312026-02-17history
ELV ELEVANCE HEALTH INC FORMERLY1.3M sharesnew addition2025-12-312026-02-17history
SLM SLM CORP12.8M sharesnew addition2025-12-312026-02-17history
AN AUTONATION INC1.6M sharesnew addition2025-12-312026-02-17history
MRP MILLROSE PPTYS INC8.6M shares59.99%2025-12-312026-02-17history
LEN LENNAR CORP2.4M sharesnew addition2025-12-312026-02-17history
BLDR BUILDERS FIRSTSOURCE INC2.4M sharesnew addition2025-12-312026-02-17history
Sponsored
COF CAPITAL ONE FINL CORP1.0M sharesnew addition2025-12-312026-02-17history
MPLX MPLX LP4.5M sharesnew addition2025-12-312026-02-17history
RYAAY RYANAIR HOLDINGS PLC3.1M sharesnew addition2025-12-312026-02-17history
PRI PRIMERICA INC780.1K sharesnew addition2025-12-312026-02-17history
FNF FIDELITY NATIONAL FINANCIAL3.5M sharesnew addition2025-12-312026-02-17history
FG F&G ANNUITIES & LIFE INC5.4M sharesnew addition2025-12-312026-02-17history
DHI D R HORTON INC701.8K sharesnew addition2025-12-312026-02-17history
AM ANTERO MIDSTREAM CORP1.8M sharesnew addition2025-12-312026-02-17history
Sponsored
ALPHABET INC ALPHABET INC20.3K sharesnew addition2025-12-312026-02-17history
HCA HCA HEALTHCARE INC3.9K sharesnew addition2025-12-312026-02-17history
JPM JPMORGAN CHASE & CO.5.6K sharesnew addition2025-12-312026-02-17history
BAC BANK AMERICA CORP26.5K sharesnew addition2025-12-312026-02-17history
ALPHABET INC ALPHABET INC3.8K sharesnew addition2025-12-312026-02-17history
CMCSA COMCAST CORP NEW31.1K sharesnew addition2025-12-312026-02-17history
USB US BANCORP DEL15.0K sharesnew addition2025-12-312026-02-17history
PGR PROGRESSIVE CORP1.7K sharesnew addition2025-12-312026-02-17history
Sponsored
MAR MARRIOTT INTL INC NEW1.2K sharesnew addition2025-12-312026-02-17history
AMZN AMAZON COM INC1.4K sharesnew addition2025-12-312026-02-17history
MSFT MICROSOFT CORP525 sharesnew addition2025-12-312026-02-17history
AMAT APPLIED MATLS INC961 sharesnew addition2025-12-312026-02-17history
MA MASTERCARD INCORPORATED422 sharesnew addition2025-12-312026-02-17history
MCO MOODYS CORP471 sharesnew addition2025-12-312026-02-17history
META META PLATFORMS INC338 sharesnew addition2025-12-312026-02-17history
V VISA INC618 sharesnew addition2025-12-312026-02-17history
Sponsored
SPGI S&P GLOBAL INC401 sharesnew addition2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available