Brave Warrior Advisors, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$4.4T
Holdings
35
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (35 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SUXTD SYNNEX CORPORATION | 3,768,551 | $511.4B | 11.72% | |
| 2 | OMFONEMAIN HLDGS INC | 7,870,085 | $448.6B | 10.28% | |
| 3 | ELVELEVANCE HEALTH INC | 1,109,653 | $431.6B | 9.89% | |
| 4 | COFCAPITAL ONE FINL CORP | 1,832,991 | $390.0B | 8.94% | |
| 5 | SLMSLM CORP | 10,540,905 | $345.6B | 7.92% | |
| 6 | RYAAYRYANAIR HOLDINGS PLC | 5,379,089 | $310.2B | 7.11% | |
| 7 | ANAUTONATION INC | 1,214,510 | $241.3B | 5.53% | |
| 8 | LENLENNAR CORP | 2,157,127 | $238.6B | 5.47% | |
| 9 | PRIPRIMERICA INC | 823,992 | $225.5B | 5.17% | |
| 10 | MRPMILLROSE PPTYS INC | 7,861,690 | $224.1B | 5.14% | |
| 11 | MPLXMPLX LP | 4,275,033 | $220.2B | 5.05% | |
| 12 | BLDRBUILDERS FIRSTSOURCE INC | 1,827,261 | $213.2B | 4.89% | |
| 13 | FNFFIDELITY NATIONAL FINANCIAL | 3,487,158 | $195.5B | 4.48% | |
| 14 | FGF&G ANNUITIES & LIFE INC | 5,222,765 | $167.0B | 3.83% | |
| 15 | DHID R HORTON INC | 1,156,272 | $149.1B | 3.42% | |
| 16 | AMANTERO MIDSTREAM CORP | 1,897,776 | $36.0B | 0.82% | |
| 17 | GOOGLALPHABET INC | 21,858 | $3.9B | 0.09% | |
| 18 | JPMJPMORGAN CHASE & CO. | 5,643 | $1.6B | 0.04% | |
| 19 | HCAHCA HEALTHCARE INC | 3,923 | $1.5B | 0.03% | |
| 20 | BACBANK AMERICA CORP | 26,532 | $1.3B | 0.03% | |
| 21 | CMCSACOMCAST CORP NEW | 31,094 | $1.1B | 0.03% | |
| 22 | ICLRICON PLC | 5,000 | $727.3M | 0.02% | |
| 23 | USBUS BANCORP DEL | 15,000 | $678.8M | 0.02% | |
| 24 | GOOGALPHABET INC | 3,790 | $672.3M | 0.02% | |
| 25 | UNHUNITEDHEALTH GROUP INC | 1,499 | $467.6M | 0.01% | |
| 26 | PGRPROGRESSIVE CORP | 1,746 | $465.9M | 0.01% | |
| 27 | MARMARRIOTT INTL INC NEW | 1,194 | $326.2M | 0.01% | |
| 28 | AMZNAMAZON COM INC | 1,400 | $307.1M | 0.01% | |
| 29 | MSFTMICROSOFT CORP | 525 | $261.1M | 0.01% | |
| 30 | METAMETA PLATFORMS INC | 338 | $249.5M | 0.01% | |
| 31 | MAMASTERCARD INCORPORATED | 422 | $237.1M | 0.01% | |
| 32 | MCOMOODYS CORP | 471 | $236.2M | 0.01% | |
| 33 | VVISA INC | 618 | $219.4M | 0.01% | |
| 34 | SPGIS&P GLOBAL INC | 401 | $211.4M | 0.00% | |
| 35 | TXNTEXAS INSTRS INC | 1,010 | $209.7M | 0.00% |