13F filings
Brave Warrior Advisors
Where the disclosed book sits
by disclosed valueLargest holdings
20 of 40 positions| Holding | Type | Value | Shares | Share of book |
|---|---|---|---|---|
| ICLRIcon Pub Ltd Co | Shares | $547.8M | 3,153,308 | 11.9% |
| OMFOnemain Hldgs Inc | Shares | $462.5M | 7,585,152 | 10.1% |
| SNXTD Synnex Corporation | Shares | $385.4M | 1,441,630 | 8.4% |
| ELVElevance Health Inc Formerly | Shares | $377.8M | 976,885 | 8.2% |
| SLMSLM Corp | Shares | $347.1M | 13,381,145 | 7.6% |
| AJGGallagher Arthur J & Co | Shares | $295.0M | 1,285,022 | 6.4% |
| ANAutonation Inc | Shares | $283.2M | 1,524,124 | 6.2% |
| RYAAYRyanair Holdings PLC | Shares | $256.3M | 3,958,684 | 5.6% |
| PRIPrimerica Inc | Shares | $246.1M | 865,863 | 5.4% |
| LENLennar Corp | Shares | $214.7M | 2,373,177 | 4.7% |
| BLDRBuilders Firstsource Inc | Shares | $209.4M | 2,340,571 | 4.6% |
| COFCapital One Finl Corp | Shares | $198.4M | 988,973 | 4.3% |
| MRPMillrose Pptys Inc | Shares | $181.2M | 6,030,725 | 3.9% |
| MPLXMPLX LP | Shares | $179.2M | 3,180,534 | 3.9% |
| FNFFidelity Natl Finl Inc | Shares | $162.6M | 3,446,864 | 3.5% |
| DHID R Horton Inc | Shares | $111.5M | 684,478 | 2.4% |
| FGF&G Annuities & Life Inc | Shares | $66.0M | 2,482,417 | 1.4% |
| AMAntero Midstream Corp | Shares | $41.5M | 1,823,631 | 0.9% |
| GOOGLAlphabet Inc | Shares | $7.2M | 20,258 | 0.2% |
| HCAHCA Healthcare Inc | Shares | $1.9M | 4,833 | 0% |
Share of book is the position's value against the whole disclosed 13F value, so the rows shown here do not sum to 100% unless every position is listed.
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What changed last quarter
15 largest moves| Holding | Move | Share change | Value change | Value after |
|---|---|---|---|---|
| SNXTD SYNNEX CORPORATION | Trimmed | -52.8% | -$431.0M | $385.4M |
| AJGGALLAGHER ARTHUR J & CO | New | n/a | $295.0M | $295.0M |
| FGF&G ANNUITIES & LIFE INC | Trimmed | -53.6% | -$76.3M | $66.0M |
| MRPMILLROSE PPTYS INC | Trimmed | -29.2% | -$74.7M | $181.2M |
| RYAAYRYANAIR HOLDINGS PLC | Added | +30.2% | $59.5M | $256.3M |
| ELVELEVANCE HEALTH INC FORMERLY | Trimmed | -13.0% | -$56.2M | $377.8M |
| ICLRICON PUB LTD CO | Added | +5.2% | $27.2M | $547.8M |
| OMFONEMAIN HLDGS INC | Trimmed | -1.5% | -$7.2M | $462.5M |
| SLMSLM CORP | Trimmed | -1.5% | -$5.3M | $347.1M |
| ANAUTONATION INC | Trimmed | -1.5% | -$4.4M | $283.2M |
| MPLXMPLX LP | Trimmed | -2.2% | -$4.1M | $179.2M |
| PRIPRIMERICA INC | Trimmed | -1.5% | -$3.8M | $246.1M |
| LENLENNAR CORP | Trimmed | -1.5% | -$3.3M | $214.7M |
| COFCAPITAL ONE FINL CORP | Trimmed | -1.5% | -$3.1M | $198.4M |
| BLDRBUILDERS FIRSTSOURCE INC | Trimmed | -1.3% | -$2.8M | $209.4M |
A change is this filing measured against the one before it. A 13F does not disclose trades, so the price paid and the day it happened are not in the record.
Questions
What does Brave Warrior Advisors hold?
Brave Warrior Advisors disclosed 40 positions worth $4.6B in the Q2 2026 13F filing. The largest is ICLR at 11.9% of the disclosed book. A 13F lists long US equity positions only.
What did Brave Warrior Advisors buy and sell last quarter?
Comparing the Q2 2026 filing with the quarter before, the largest moves were Trimmed SNX, New AJG, Trimmed FG, Trimmed MRP. Changes are measured against the previous filing, not against trades, because a 13F does not disclose trades.
How current is this?
This is the Q2 2026 filing, covering positions held on Jun 30, 2026. A 13F is due 45 days after the quarter ends, so the most recent filing is always at least six weeks behind the market, and the manager may have changed the book since.
How to read a 13F
WHAT THE FILING COVERS
Positions are as disclosed to the SEC on Form 13F and are not investment advice. How this data is sourced, and what it cannot tell you, is on the methodology page.
Data as of Sep 10, 2026.