Brave Warrior Advisors, LLC

New York, NY · CIK 1553733 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 1987 · limited liability company

Assets managed$5.6bn
Staff6 · 3 in investment roles
Main clients (by assets)High net worth individuals 69%, Charities 23%, Private funds 4%
Private funds4 (4 hedge) · $220.5m gross assets
Form ADV · 2026-04-06SEC adviser record

Legal entityBrave Warrior Advisors, LLC (US)

$4.6bn reported value +13.6% vs Q1 2026

40positions

74.4%in top 10

7 new 6 added 15 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ICON PLC SHS ICLR	ICLR	3,153,308	$547.8m11.94%	11.94%	Added +156.5k	+156,497 5.2%
2	ONEMAIN HLDGS INC COM OMF	OMF	7,585,152	$462.5m10.08%	10.08%	Reduced -118.2k	-118,155 -1.5%
3	TD SYNNEX CORPORATION COM SNX	SNX	1,441,630	$385.4m8.40%	8.40%	Reduced -1.6m	-1,612,014 -52.8%
4	ELEVANCE HEALTH INC COM ELV	ELV	976,885	$377.8m8.23%	8.23%	Reduced -145.4k	-145,423 -13.0%
5	SLM CORP COM SLM	SLM	13,381,145	$347.1m7.56%	7.56%	Reduced -203.2k	-203,223 -1.5%
6	GALLAGHER ARTHUR J & CO COM AJG	AJG	1,285,022	$295.0m6.43%	6.43%	New
7	AUTONATION INC COM AN	AN	1,524,124	$283.2m6.17%	6.17%	Reduced -23.6k	-23,604 -1.5%
8	RYANAIR HOLDINGS PLC SPONSORED ADR RYAAY	RYAAY	3,958,684	$256.3m5.59%	5.59%	Added +919.3k	+919,308 30.2%
9	PRIMERICA INC COM PRI	PRI	865,863	$246.1m5.36%	5.36%	Reduced -13.5k	-13,460 -1.5%
10	LENNAR CORP CL A LEN	LEN	2,373,177	$214.7m4.68%	4.68%	Reduced -36.9k	-36,873 -1.5%
11	BUILDERS FIRSTSOURCE INC COM BLDR	BLDR	2,340,571	$209.4m4.56%	4.56%	Reduced -31.7k	-31,721 -1.3%
12	CAPITAL ONE FINL CORP COM COF	COF	988,973	$198.4m4.32%	4.32%	Reduced -15.3k	-15,331 -1.5%
13	MILLROSE PPTYS INC COM CL A MRP	MRP	6,030,725	$181.2m3.95%	3.95%	Reduced -2.5m	-2,485,172 -29.2%
14	MPLX LP COM UNIT REP LTD MPLX	MPLX	3,180,534	$179.2m3.90%	3.90%	Reduced -73.0k	-72,990 -2.2%
15	FIDELITY NATIONAL FINANCIAL FNF GROUP COM FNF	FNF	3,446,864	$162.6m3.54%	3.54%	Reduced -55.3k	-55,349 -1.6%
16	D R HORTON INC COM DHI	DHI	684,478	$111.5m2.43%	2.43%	Reduced -9.1k	-9,083 -1.3%
17	F&G ANNUITIES & LIFE INC COMMON STOCK FG	FG	2,482,417	$66.0m1.44%	1.44%	Reduced -2.9m	-2,870,724 -53.6%
18	ANTERO MIDSTREAM CORP COM AM	AM	1,823,631	$41.5m0.90%	0.90%	Reduced -16.2k	-16,248 -0.9%
19	ALPHABET INC CAP STK CL A GOOGL	GOOGL	20,258	$7.2m0.16%	0.16%	Unchanged
20	HCA HEALTHCARE INC COM HCA	HCA	4,833	$1.9m0.04%	0.04%	Added +3.5k	+3,500 262.6%
21	JPMORGAN CHASE & CO COM JPM	JPM	5,643	$1.8m0.04%	0.04%	Unchanged
22	SUNBELT RENTALS HOLDINGS INC SHS SUNB	SUNB	23,762	$1.8m0.04%	0.04%	Unchanged
23	MICROSOFT CORP COM MSFT	MSFT	4,275	$1.6m0.03%	0.03%	Added +2.2k	+2,250 111.1%
24	ALPHABET INC CAP STK CL C GOOG	GOOG	3,790	$1.3m0.03%	0.03%	Unchanged
25	BANK AMERICA CORP COM BAC	BAC	14,532	$828.0k0.02%	0.02%	Unchanged
26	COMCAST CORP NEW CL A CMCSA	CMCSA	31,094	$763.4k0.02%	0.02%	Unchanged
27	APPLIED MATLS INC COM AMAT	AMAT	961	$694.8k0.02%	0.02%	Unchanged
28	AMAZON COM INC COM AMZN	AMZN	2,650	$631.6k0.01%	0.01%	Added +1.2k	+1,250 89.3%
29	MASTERCARD INCORPORATED CL A MA	MA	1,172	$601.9k0.01%	0.01%	Added +750	+750 177.7%
30	S&P GLOBAL INC COM SPGI	SPGI	1,401	$570.6k0.01%	0.01%	New
31	NU HLDGS LTD ORD SHS CL A NU	NU	40,000	$534.4k0.01%	0.01%	New
32	MARRIOTT INTL INC NEW CL A MAR	MAR	1,194	$442.5k0.01%	0.01%	Unchanged
33	PROGRESSIVE CORP COM PGR	PGR	1,789	$390.8k0.01%	0.01%	Unchanged
34	TEXAS INSTRS INC COM TXN	TXN	1,010	$301.1k0.01%	0.01%	New
35	ENERGY TRANSFER L P COM UT LTD PTN ET	ET	15,000	$286.8k0.01%	0.01%	Unchanged
36	ANALOG DEVICES INC COM ADI	ADI	612	$243.1k0.01%	0.01%	New
37	MOODYS CORP COM MCO	MCO	471	$213.3k0.00%	0.00%	Unchanged
38	VISA INC COM CL A V	V	618	$212.0k0.00%	0.00%	New
39	META PLATFORMS INC CL A META	META	373	$210.1k0.00%	0.00%	Unchanged
40	UNITEDHEALTH GROUP INC COM UNH	UNH	499	$207.4k0.00%	0.00%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ARES MANAGEMENT CORPORATION ARES	ARES	5,000	$545.5k5.0k shares
APOLLO GLOBAL MGMT INC APO	APO	4,500	$501.4k4.5k shares
FIRST AMERN FINL CORP FAF	FAF	5,000	$301.4k5.0k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
ONEMAIN HLDGS INC OMF · 13G · filed 2025-08-14	OMF	6.6%≈ $479.8m		13G	2025-08-14
SLM CORP SLM · 13G · filed 2025-11-06	SLM	6.3%≈ $331.3m	+1.3 pts	13G	2025-11-06
AUTONATION INC AN · 13G · filed 2026-10-02	AN	5.8%≈ $357.9m	new	13G	2026-10-02