Brave Warrior Advisors, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$4.3T
Holdings
33
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ELVELEVANCE HEALTH INC FORMERLY | 1,834,002 | $592.6B | 13.76% | |
| 2 | SUXTD SYNNEX CORPORATION | 3,275,293 | $536.3B | 12.45% | |
| 3 | OMFONEMAIN HLDGS INC | 7,794,270 | $440.1B | 10.22% | |
| 4 | SLMSLM CORP | 11,659,418 | $322.7B | 7.49% | |
| 5 | ANAUTONATION INC | 1,214,043 | $265.6B | 6.17% | |
| 6 | LENLENNAR CORP | 2,005,506 | $252.8B | 5.87% | |
| 7 | RYAAYRYANAIR HOLDINGS PLC | 4,084,246 | $246.0B | 5.71% | |
| 8 | MPLXMPLX LP | 4,467,474 | $223.2B | 5.18% | |
| 9 | BLDRBUILDERS FIRSTSOURCE INC | 1,805,381 | $218.9B | 5.08% | |
| 10 | FNFFIDELITY NATIONAL FINANCIAL | 3,489,314 | $211.1B | 4.90% | |
| 11 | PRIPRIMERICA INC | 752,989 | $209.0B | 4.85% | |
| 12 | COFCAPITAL ONE FINL CORP | 964,730 | $205.1B | 4.76% | |
| 13 | MRPMILLROSE PPTYS INC | 5,375,592 | $180.7B | 4.19% | |
| 14 | FGF&G ANNUITIES & LIFE INC | 5,218,977 | $163.2B | 3.79% | |
| 15 | DHID R HORTON INC | 708,681 | $120.1B | 2.79% | |
| 16 | KNTKKINETIK HOLDINGS INC | 1,608,928 | $68.8B | 1.60% | |
| 17 | AMANTERO MIDSTREAM CORP | 1,865,330 | $36.3B | 0.84% | |
| 18 | GOOGLALPHABET INC | 21,858 | $5.3B | 0.12% | |
| 19 | JPMJPMORGAN CHASE & CO. | 5,643 | $1.8B | 0.04% | |
| 20 | HCAHCA HEALTHCARE INC | 3,923 | $1.7B | 0.04% | |
| 21 | BACBANK AMERICA CORP | 26,532 | $1.4B | 0.03% | |
| 22 | CMCSACOMCAST CORP NEW | 31,094 | $977.0M | 0.02% | |
| 23 | GOOGALPHABET INC | 3,790 | $923.1M | 0.02% | |
| 24 | USBUS BANCORP DEL | 15,000 | $725.0M | 0.02% | |
| 25 | ICLRICON PLC | 3,000 | $525.0M | 0.01% | |
| 26 | PGRPROGRESSIVE CORP | 1,746 | $431.2M | 0.01% | |
| 27 | MARMARRIOTT INTL INC NEW | 1,194 | $311.0M | 0.01% | |
| 28 | AMZNAMAZON COM INC | 1,400 | $307.4M | 0.01% | |
| 29 | MSFTMICROSOFT CORP | 525 | $271.9M | 0.01% | |
| 30 | METAMETA PLATFORMS INC | 338 | $248.2M | 0.01% | |
| 31 | MAMASTERCARD INCORPORATED | 422 | $240.0M | 0.01% | |
| 32 | MCOMOODYS CORP | 471 | $224.4M | 0.01% | |
| 33 | VVISA INC | 618 | $211.0M | 0.00% |