13F-HR filed by Brave Warrior Advisors, LLC
Brave Warrior Advisors, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 33 holding rows worth $4,268,783,946.
- Accession
- 0001172661-26-001068
- Filer
- CIK 1553733
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 33 entries on the cover page, a total value of $4,268,783,946 stated on the cover page (in dollars after the unit check, H1), rows summing to $4,268,783,946 with VALUE read as dollars as filed, 13F file number 028-14996. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ONEMAIN HLDGS INC COM | 68268W103 | Stock | 7,739,293 | $522,789,242 | dollars as filed | |
| TD SYNNEX CORPORATION COM | 87162W100 | Stock | 3,163,239 | $475,213,395 | dollars as filed | |
| Elevance Health, Inc. | 036752103 | COM | 1,251,803 | $438,819,542 | dollars as filed | |
| SLM CORP COM | 78442P106 | Stock | 12,831,965 | $347,232,973 | dollars as filed | |
| AUTONATION INC COM | 05329W102 | Stock | 1,552,741 | $320,609,962 | dollars as filed | |
| MILLROSE PPTYS INC COM CL A | 601137102 | REIT | 8,600,224 | $256,888,691 | dollars as filed | |
| LENNAR CORP CL A | 526057104 | Stock | 2,411,414 | $247,893,359 | dollars as filed | |
| BUILDERS FIRSTSOURCE INC COM | 12008R107 | Stock | 2,379,145 | $244,790,229 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 1,008,862 | $244,507,794 | dollars as filed | |
| MPLX LP | 55336V100 | COM UNIT REP LTD | 4,474,115 | $238,783,518 | dollars as filed | |
| RYANAIR HOLDINGS PLC SPONSORED ADR | 783513203 | ADR | 3,056,698 | $220,663,029 | dollars as filed | |
| PRIMERICA INC | 74164M108 | COM | 780,125 | $201,553,095 | dollars as filed | |
| FIDELITY NATIONAL FINANCIAL | 31620R303 | FNF GROUP COM | 3,519,089 | $192,107,069 | dollars as filed | |
| F&G ANNUITIES & LIFE INC | 30190A104 | COMMON STOCK | 5,377,029 | $165,881,338 | dollars as filed | |
| D R HORTON INC COM | 23331A109 | Stock | 701,822 | $101,083,423 | dollars as filed | |
| ANTERO MIDSTREAM CORP COM | 03676B102 | Stock | 1,847,972 | $32,875,422 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 20,258 | $6,340,754 | dollars as filed | |
| HCA Healthcare Inc | 40412C101 | COM | 3,923 | $1,831,492 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 5,643 | $1,818,287 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 26,532 | $1,459,260 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 3,790 | $1,189,302 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 31,094 | $929,400 | dollars as filed | |
| USBANCORPDEL | 902973304 | COM NEW | 15,000 | $800,400 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 1,746 | $397,599 | dollars as filed | |
| MARRIOTT INTL INC NEW CL A | 571903202 | Stock | 1,194 | $370,427 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 1,400 | $323,148 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 525 | $253,900 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 961 | $246,967 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 422 | $240,911 | dollars as filed | |
| MOODYS CORP COM | 615369105 | Stock | 471 | $240,610 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 338 | $223,110 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 618 | $216,739 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 401 | $209,559 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-26-001068 | this filing | 2026-02-17 | acceptance time not in the bulk data set |