Brave Warrior Advisors, LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$4.4T
Holdings
35
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (35 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ELVELEVANCE HEALTH INC | 1,577,570 | $686.2B | 15.72% | |
| 2 | SUXTD SYNNEX CORPORATION | 4,076,466 | $423.8B | 9.71% | |
| 3 | OMFONEMAIN HLDGS INC | 7,343,636 | $359.0B | 8.22% | |
| 4 | SLMSLM CORP | 9,455,374 | $277.7B | 6.36% | |
| 5 | DFSEURDISCOVER FINL SVCS | 1,608,880 | $274.6B | 6.29% | |
| 6 | LENLENNAR CORP | 2,189,608 | $251.3B | 5.76% | |
| 7 | PRIPRIMERICA INC | 834,654 | $237.5B | 5.44% | |
| 8 | MPLXMPLX LP | 4,364,086 | $233.6B | 5.35% | |
| 9 | RYAAYRYANAIR HOLDINGS PLC | 5,476,889 | $232.1B | 5.31% | |
| 10 | FNFFIDELITY NATIONAL FINANCIAL | 3,533,961 | $230.0B | 5.27% | |
| 11 | MRPMILLROSE PPTYS INC | 7,958,813 | $211.0B | 4.83% | |
| 12 | FGF&G ANNUITIES & LIFE INC | 5,289,163 | $190.7B | 4.37% | |
| 13 | ANAUTONATION INC | 1,130,055 | $183.0B | 4.19% | |
| 14 | BLDRBUILDERS FIRSTSOURCE INC | 1,241,578 | $155.1B | 3.55% | |
| 15 | DHID R HORTON INC | 1,174,997 | $149.4B | 3.42% | |
| 16 | COFCAPITAL ONE FINL CORP | 631,553 | $113.2B | 2.59% | |
| 17 | LADLITHIA MTRS INC | 381,889 | $112.1B | 2.57% | |
| 18 | AMANTERO MIDSTREAM CORP | 1,918,528 | $34.5B | 0.79% | |
| 19 | GOOGLALPHABET INC | 21,858 | $3.4B | 0.08% | |
| 20 | JPMJPMORGAN CHASE & CO. | 5,643 | $1.4B | 0.03% | |
| 21 | CMCSACOMCAST CORP NEW | 31,094 | $1.1B | 0.03% | |
| 22 | ICLRICON PLC | 5,000 | $875.0M | 0.02% | |
| 23 | HCAHCA HEALTHCARE INC | 1,923 | $664.5M | 0.02% | |
| 24 | BACBANK AMERICA CORP | 14,532 | $606.4M | 0.01% | |
| 25 | GOOGALPHABET INC | 3,790 | $592.1M | 0.01% | |
| 26 | PGRPROGRESSIVE CORP | 1,746 | $494.1M | 0.01% | |
| 27 | MSFTMICROSOFT CORP | 1,275 | $478.6M | 0.01% | |
| 28 | ALLYALLY FINL INC | 10,000 | $364.7M | 0.01% | |
| 29 | MARMARRIOTT INTL INC NEW | 1,194 | $284.4M | 0.01% | |
| 30 | AMZNAMAZON COM INC | 1,400 | $266.4M | 0.01% | |
| 31 | UNHUNITEDHEALTH GROUP INC | 499 | $261.4M | 0.01% | |
| 32 | MAMASTERCARD INCORPORATED | 422 | $231.3M | 0.01% | |
| 33 | MCOMOODYS CORP | 471 | $219.3M | 0.01% | |
| 34 | VVISA INC | 618 | $216.6M | 0.00% | |
| 35 | SPGIS&P GLOBAL INC | 401 | $203.7M | 0.00% |