Brave Warrior Advisors, LLC — 13F-HR — 2026-03-31
U.S. SEC EDGAR · Published 15 May 2026 · Collected 20 Oct 2026
Original SEC XML retrieved; line count and dollar total reconciled · Original document retrieved
Investor associated with Brave Warrior Advisors. Holdings shown here belong to the reporting institution.
These are disclosures by an associated institution. The person’s name provides context; it does not establish current management, personal ownership or who made the trade.
Weights calculated from the complete reported table of U.S. SEC EDGAR. Denominator: that source’s disclosed public table, not personal wealth.
See source & scope ↗The preceding complete report is not available. Missing data is not a zero position.
| ASSET / SECURITY | REPORTED QUANTITY | REPORTED VALUE / USD | WEIGHT | QUARTERLY ACTIVITY | RECORD TYPE / OWNER | SOURCE |
|---|---|---|---|---|---|---|
| 87162W100TD SYNNEX CORPORATION | 3,053,644shares | $515,180,279Reported market value$168.71 / reported unit (derived) | 12.75%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 68268W103ONEMAIN HLDGS INC | 7,703,307shares | $412,049,891Reported market value$53.49 / reported unit (derived) | 10.20%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| G4705A100ICON PLC | 2,996,811shares | $331,627,105Reported market value$110.66 / reported unit (derived) | 8.21%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 036752103ELEVANCE HEALTH INC FORMERLY | 1,122,308shares | $328,555,667Reported market value$292.75 / reported unit (derived) | 8.13%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 05329W102AUTONATION INC | 1,547,728shares | $302,209,369Reported market value$195.26 / reported unit (derived) | 7.48%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 78442P106SLM CORP | 13,584,368shares | $290,841,319Reported market value$21.41 / reported unit (derived) | 7.20%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 601137102MILLROSE PPTYS INC | 8,515,897shares | $238,445,116Reported market value$28 / reported unit (derived) | 5.90%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 74164M108PRIMERICA INC | 879,323shares | $220,252,825Reported market value$250.48 / reported unit (derived) | 5.45%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 526057104LENNAR CORP | 2,410,050shares | $209,288,742Reported market value$86.84 / reported unit (derived) | 5.18%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 12008R107BUILDERS FIRSTSOURCE INC | 2,372,292shares | $195,310,800Reported market value$82.33 / reported unit (derived) | 4.83%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 55336V100MPLX LP | 3,253,524shares | $185,678,615Reported market value$57.07 / reported unit (derived) | 4.60%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 14040H105CAPITAL ONE FINL CORP | 1,004,304shares | $183,215,179Reported market value$182.43 / reported unit (derived) | 4.53%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 783513203RYANAIR HOLDINGS PLC | 3,039,376shares | $175,675,933Reported market value$57.8 / reported unit (derived) | 4.35%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 31620R303FIDELITY NATL FINL INC | 3,502,213shares | $162,432,639Reported market value$46.38 / reported unit (derived) | 4.02%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 30190A104F&G ANNUITIES & LIFE INC | 5,353,141shares | $135,541,530Reported market value$25.32 / reported unit (derived) | 3.35%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 23331A109D R HORTON INC | 693,561shares | $95,170,440Reported market value$137.22 / reported unit (derived) | 2.36%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 03676B102ANTERO MIDSTREAM CORP | 1,839,879shares | $41,949,241Reported market value$22.8 / reported unit (derived) | 1.04%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 02079K305ALPHABET INC | 20,258shares | $5,825,390Reported market value$287.56 / reported unit (derived) | 0.14%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 46625H100JPMORGAN CHASE & CO | 5,643shares | $1,659,945Reported market value$294.16 / reported unit (derived) | 0.04%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 866966104SUNBELT RENTALS HOLDINGS INC | 23,762shares | $1,546,669Reported market value$65.09 / reported unit (derived) | 0.04%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 02079K107ALPHABET INC | 3,790shares | $1,087,199Reported market value$286.86 / reported unit (derived) | 0.03%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 20030N101COMCAST CORP NEW | 31,094shares | $892,709Reported market value$28.71 / reported unit (derived) | 0.02%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 594918104MICROSOFT CORP | 2,025shares | $749,594Reported market value$370.17 / reported unit (derived) | 0.02%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 060505104BANK AMERICA CORP | 14,532shares | $708,435Reported market value$48.75 / reported unit (derived) | 0.02%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 40412C101HCA HEALTHCARE INC | 1,333shares | $630,829Reported market value$473.24 / reported unit (derived) | 0.02%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 03990B101ARES MANAGEMENT CORPORATION | 5,000shares | $545,500Reported market value$109.1 / reported unit (derived) | 0.01%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 03769M106APOLLO GLOBAL MGMT INC | 4,500shares | $501,390Reported market value$111.42 / reported unit (derived) | 0.01%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 571903202MARRIOTT INTL INC NEW | 1,194shares | $390,522Reported market value$327.07 / reported unit (derived) | 0.01%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 743315103PROGRESSIVE CORP | 1,789shares | $354,651Reported market value$198.24 / reported unit (derived) | 0.01%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 038222105APPLIED MATLS INC | 961shares | $328,460Reported market value$341.79 / reported unit (derived) | 0.01%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 31847R102FIRST AMERN FINL CORP | 5,000shares | $301,450Reported market value$60.29 / reported unit (derived) | 0.01%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 023135106AMAZON COM INC | 1,400shares | $291,578Reported market value$208.27 / reported unit (derived) | 0.01%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 29273V100ENERGY TRANSFER L P | 15,000shares | $289,500Reported market value$19.3 / reported unit (derived) | 0.01%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 30303M102META PLATFORMS INC | 373shares | $213,404Reported market value$572.13 / reported unit (derived) | 0.01%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 57636Q104MASTERCARD INCORPORATED | 422shares | $210,857Reported market value$499.66 / reported unit (derived) | 0.01%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 615369105MOODYS CORP | 471shares | $205,474Reported market value$436.25 / reported unit (derived) | 0.01%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
Figures retain their source’s meaning. Unknown is not zero. Dates, share classes and option exposures may differ; source-table coverage is not a complete personal portfolio.
U.S. SEC EDGAR · Published 15 May 2026 · Collected 20 Oct 2026
Original SEC XML retrieved; line count and dollar total reconciled · Original document retrieved
U.S. SEC EDGAR · Published 14 Aug 2026 · Collected 20 Oct 2026
Original SEC XML retrieved; line count and dollar total reconciled · Original document retrieved
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