Brave Warrior Advisors, LLC

CIK Number: 0001553733

4.36B
Market Value
35
# of Holdings
14 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 ELV Elevance Health...
295.37
+0.32% 1.58M -3.22% 686.18M 372.65 15.72% Share
2 SNX TD SYNNEX Corpo...
150.77
-1.83% 4.08M -1.7% 423.79M 113.97 9.71% Share
3 OMF OneMain Holding...
58.45
+0.85% 7.34M -1.26% 358.96M 38.2 8.22% Share
4 SLM SLM Corporation
32.99
-0.3% 9.46M +100.00% 277.7M 29.37 6.36% Share
5 DFS Discover Financ...
200.05
-0.21% 1.61M -36.26% 274.64M 98.89 6.29% Share
6 LEN Lennar Corporat...
130.50
-0.3% 2.19M +23.40% 251.32M 133.27 5.76% Share
7 PRI Primerica, Inc.
262.80
-0.45% 834.65K -2.25% 237.48M 93.96 5.44% Share
8 MPLX MPLX Lp
50.16
+0.94% 4.36M -1.22% 233.57M 41.86 5.35% Share
9 RYAAY Ryanair Holding...
65.84
+0.11% 5.48M -2.27% 232.06M 45.19 5.31% Share
10 FNF Fidelity Nation...
60.44
-1.03% 3.53M -40.84% 229.99M 42.28 5.27% Share
11 MRP Millrose Proper...
32.09
-0.97% 7.96M +100.00% 210.99M 26.51 4.83% Share
12 FG F&G Annuities &...
35.34
-0.27% 5.29M -2.06% 190.67M 19.79 4.37% Share
13 AN AutoNation, Inc...
207.95
-1.58% 1.13M -22.66% 182.98M 161.85 4.19% Share
14 BLDR Builders FirstS...
138.21
-4.29% 1.24M +100.00% 155.12M 124.94 3.55% Share
15 DHI D.R. Horton, In...
163.90
-1% 1.17M +50.35% 149.38M 94.9 3.42% Share
16 COF Capital One Fin...
221.13
+1.92% 631.55K +42K% 113.24M 179.3 2.59% Share
17 LAD Lithia Motors, ...
308.22
-2.18% 381.89K -37.66% 112.1M 284.33 2.57% Share
18 AM Antero Midstrea...
18.20
+0.03% 1.92M -0.74% 34.53M 5.74 0.79% Share
19 GOOGL Alphabet Inc.
202.88
+0.46% 21.86K 0.00% 3.38M 86.5 0.08% Share
20 JPM JPMorgan Chase ...
294.09
+1.23% 5.64K 0.00% 1.38M 85.86 0.03% Share
21 CMCSA Comcast Corpora...
32.88
-0.17% 31.09K 0.00% 1.15M 26.27 0.03% Share
22 ICLR ICON Public Lim...
175.34
-0.54% 5K +66.67% 874.95K 195.82 0.02% Share
23 HCA HCA Healthcare,...
393.61
+0.81% 1.92K -42.99% 664.49K 208.37 0.02% Share
24 BAC Bank of America...
47.70
+0.97% 14.53K 0.00% 606.42K 22 0.01% Share
25 GOOG Alphabet Inc.
203.77
+0.36% 3.79K 0.00% 592.11K 63.79 0.01% Share
26 PGR The Progressive...
250.95
+0.71% 1.75K 0.00% 494.13K 79.74 0.01% Share
27 MSFT Microsoft Corpo...
522.28
+0.33% 1.27K 0.00% 478.62K 346.69 0.01% Share
28 ALLY Ally Financial ...
38.88
-0.01% 10K 0.00% 364.7K 35.59 < 0.01% Share
29 MAR Marriott Intern...
266.49
-1.19% 1.19K 0.00% 284.41K 183.69 < 0.01% Share
30 AMZN Amazon.com, Inc...
230.94
+2.84% 1.4K 0.00% 266.36K 103.29 < 0.01% Share
31 UNH UnitedHealth Gr...
271.50
-0.11% 499 0.00% 261.35K 309.68 < 0.01% Share
32 MA Mastercard Inco...
583.65
+0.99% 422 0.00% 231.31K 493.8 < 0.01% Share
33 MCO Moody's Corpora...
521.46
+0.06% 471 0.00% 219.34K 474.59 < 0.01% Share
34 V Visa Inc.
345.40
+0.83% 618 +100.00% 216.58K 350.46 < 0.01% Share
35 SPGI S&P Global Inc.
564.10
+0.27% 401 +100.00% 203.75K 508.1 < 0.01% Share