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Brave Warrior Advisors, LLC

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13F filer, CIK 1553733, New York, NY

Brave Warrior Advisors, LLC reported $4,307,806,819 across 33 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 76.82% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-005024

Period
2025-09-30
Reported value
$4.31B
Holdings
33
Top 10 weight
76.82%
New
1
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ELVadded+724,349$234M
KNTKnew+1,608,928$68.8M
SLMadded+1,118,513$31M
MPLXadded+192,441$9.61M
FNFadded+2,156$130K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
COFreduced-868,261-$185M
MRPreduced-2,486,098-$83.6M
SNXreduced-493,258-$80.8M
RYAAYreduced-1,294,843-$78M
DHIreduced-447,591-$75.9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001172661-25-005024, largest first. % of portfolio is the value over $4,307,806,819, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,641,413 shares; 2024Q4: 1,629,977 shares; 2025Q1: 1,577,570 shares; 2025Q2: 1,109,653 shares; 2025Q3: 1,834,002 shares 1,834,002$593M13.76%+724,349Timeline
SNXTD SYNNEX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,695,615 shares; 2024Q4: 4,147,172 shares; 2025Q1: 4,076,466 shares; 2025Q2: 3,768,551 shares; 2025Q3: 3,275,293 shares 3,275,293$536M12.45%-493,258Timeline
OMFONEMAIN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,402,222 shares; 2024Q4: 7,437,670 shares; 2025Q1: 7,343,636 shares; 2025Q2: 7,870,085 shares; 2025Q3: 7,794,270 shares 7,794,270$440M10.22%-75,815Timeline
SLMSLM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,455,374 shares; 2025Q2: 10,540,905 shares; 2025Q3: 11,659,418 shares 11,659,418$323M7.49%+1,118,513Timeline
ANAUTONATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 972,309 shares; 2024Q4: 1,461,213 shares; 2025Q1: 1,130,055 shares; 2025Q2: 1,214,510 shares; 2025Q3: 1,214,043 shares 1,214,043$266M6.17%-4672026-09-30, 13G: 1,926,427 shares, 5.83% of the class, 13G filed 2026-10-02 Timeline
LENLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,780,852 shares; 2024Q4: 1,774,390 shares; 2025Q1: 2,189,608 shares; 2025Q2: 2,157,127 shares; 2025Q3: 2,005,506 shares 2,005,506$253M5.87%-151,621Timeline
RYAAYRYANAIR HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,104,019 shares; 2024Q4: 5,604,258 shares; 2025Q1: 5,476,889 shares; 2025Q2: 5,379,089 shares; 2025Q3: 4,084,246 shares 4,084,246$246M5.71%-1,294,843Timeline
MPLXMPLX LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,432,966 shares; 2024Q4: 4,418,154 shares; 2025Q1: 4,364,086 shares; 2025Q2: 4,275,033 shares; 2025Q3: 4,467,474 shares 4,467,474$223M5.18%+192,441Timeline
BLDRBUILDERS FIRSTSOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,241,578 shares; 2025Q2: 1,827,261 shares; 2025Q3: 1,805,381 shares 1,805,381$219M5.08%-21,880Timeline
FNFFIDELITY NATL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,010,352 shares; 2024Q4: 5,973,131 shares; 2025Q1: 3,533,961 shares; 2025Q2: 3,487,158 shares; 2025Q3: 3,489,314 shares 3,489,314$211M4.9%+2,156Timeline
PRIPRIMERICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,460,171 shares; 2024Q4: 853,864 shares; 2025Q1: 834,654 shares; 2025Q2: 823,992 shares; 2025Q3: 752,989 shares 752,989$209M4.85%-71,003Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 631,553 shares; 2025Q2: 1,832,991 shares; 2025Q3: 964,730 shares 964,730$205M4.76%-868,261Timeline
MRPMILLROSE PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,958,813 shares; 2025Q2: 7,861,690 shares; 2025Q3: 5,375,592 shares 5,375,592$181M4.19%-2,486,098Timeline
FGF&G ANNUITIES & LIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,456,170 shares; 2024Q4: 5,400,441 shares; 2025Q1: 5,289,163 shares; 2025Q2: 5,222,765 shares; 2025Q3: 5,218,977 shares 5,218,977$163M3.79%-3,788Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 803,061 shares; 2024Q4: 781,527 shares; 2025Q1: 1,174,997 shares; 2025Q2: 1,156,272 shares; 2025Q3: 708,681 shares 708,681$120M2.79%-447,591Timeline
KNTKKINETIK HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,608,928 shares 1,608,928$68.8M1.6%newTimeline
AMANTERO MIDSTREAM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,898,932 shares; 2024Q4: 1,932,840 shares; 2025Q1: 1,918,528 shares; 2025Q2: 1,897,776 shares; 2025Q3: 1,865,330 shares 1,865,330$36.3M0.84%-32,446Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,858 shares; 2024Q4: 21,858 shares; 2025Q1: 21,858 shares; 2025Q2: 21,858 shares; 2025Q3: 21,858 shares 21,858$5.31M0.12%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,643 shares; 2024Q4: 5,643 shares; 2025Q1: 5,643 shares; 2025Q2: 5,643 shares; 2025Q3: 5,643 shares 5,643$1.78M0.04%0Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,373 shares; 2024Q4: 3,373 shares; 2025Q1: 1,923 shares; 2025Q2: 3,923 shares; 2025Q3: 3,923 shares 3,923$1.67M0.04%0Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,532 shares; 2024Q4: 14,532 shares; 2025Q1: 14,532 shares; 2025Q2: 26,532 shares; 2025Q3: 26,532 shares 26,532$1.37M0.03%0Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,094 shares; 2024Q4: 31,094 shares; 2025Q1: 31,094 shares; 2025Q2: 31,094 shares; 2025Q3: 31,094 shares 31,094$977K0.02%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,790 shares; 2024Q4: 3,790 shares; 2025Q1: 3,790 shares; 2025Q2: 3,790 shares; 2025Q3: 3,790 shares 3,790$923K0.02%0Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares 15,000$725K0.02%0Timeline
ICLRICON PUB LTD COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 3,000 shares 3,000$525K0.01%-2,000Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,746 shares; 2024Q4: 1,746 shares; 2025Q1: 1,746 shares; 2025Q2: 1,746 shares; 2025Q3: 1,746 shares 1,746$431K0.01%0Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,194 shares; 2024Q4: 1,194 shares; 2025Q1: 1,194 shares; 2025Q2: 1,194 shares; 2025Q3: 1,194 shares 1,194$311K0.01%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares 1,400$307K0.01%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: 1,275 shares; 2025Q1: 1,275 shares; 2025Q2: 525 shares; 2025Q3: 525 shares 525$272K0.01%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 338 shares; 2025Q3: 338 shares 338$248K0.01%0Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422 shares; 2024Q4: 422 shares; 2025Q1: 422 shares; 2025Q2: 422 shares; 2025Q3: 422 shares 422$240K0.01%0Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 471 shares; 2024Q4: 471 shares; 2025Q1: 471 shares; 2025Q2: 471 shares; 2025Q3: 471 shares 471$224K0.01%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 618 shares; 2025Q2: 618 shares; 2025Q3: 618 shares 618$211K<0.01%0Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
UNHUNITEDHEALTH GROUP INC1,499$468Kshares
SPGIS&P GLOBAL INC401$211Kshares
TXNTEXAS INSTRS INC1,010$210Kshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-005024 base2025-11-14acceptance time not in the bulk data set