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Brave Warrior Advisors, LLC

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13F filer, CIK 1553733, New York, NY

Brave Warrior Advisors, LLC reported $4,040,158,246 across 36 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 75.34% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-002294

Period
2026-03-31
Reported value
$4.04B
Holdings
36
Top 10 weight
75.34%
New
6
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ICLRnew+2,996,811$332M
PRIadded+99,198$24.8M
SLMadded+752,403$16.1M
SUNBnew+23,762$1.55M
MSFTadded+1,500$555K

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
MPLXreduced-1,220,591-$69.7M
ELVreduced-129,495-$37.9M
SNXreduced-109,595-$18.5M
MRPreduced-84,327-$2.36M
OMFreduced-35,986-$1.92M

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, Q1 2026

Share positions as resolved from 13F-HR 0001172661-26-002294, largest first. % of portfolio is the value over $4,040,158,246, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SNXTD SYNNEX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 3,163,239 shares; 2026Q1: 3,053,644 shares 3,053,644$515M12.75%-109,595Timeline
OMFONEMAIN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 7,739,293 shares; 2026Q1: 7,703,307 shares 7,703,307$412M10.2%-35,986Timeline
ICLRICON PUB LTD COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 3,000 shares; 2025Q4: not reported; 2026Q1: 2,996,811 shares 2,996,811$332M8.21%newTimeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,251,803 shares; 2026Q1: 1,122,308 shares 1,122,308$329M8.13%-129,495Timeline
ANAUTONATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,552,741 shares; 2026Q1: 1,547,728 shares 1,547,728$302M7.48%-5,0132026-09-30, 13G: 1,926,427 shares, 5.83% of the class, 13G filed 2026-10-02 Timeline
SLMSLM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,455,374 shares; 2025Q2: 10,540,905 shares; 2025Q3: 11,659,418 shares; 2025Q4: 12,831,965 shares; 2026Q1: 13,584,368 shares 13,584,368$291M7.2%+752,403Timeline
MRPMILLROSE PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,958,813 shares; 2025Q2: 7,861,690 shares; 2025Q3: 5,375,592 shares; 2025Q4: 8,600,224 shares; 2026Q1: 8,515,897 shares 8,515,897$238M5.9%-84,327Timeline
PRIPRIMERICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,460,171 shares; 2024Q4: 853,864 shares; 2025Q1: 834,654 shares; 2025Q2: 823,992 shares; 2025Q3: 752,989 shares; 2025Q4: 780,125 shares; 2026Q1: 879,323 shares 879,323$220M5.45%+99,198Timeline
LENLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,411,414 shares; 2026Q1: 2,410,050 shares 2,410,050$209M5.18%-1,364Timeline
BLDRBUILDERS FIRSTSOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,241,578 shares; 2025Q2: 1,827,261 shares; 2025Q3: 1,805,381 shares; 2025Q4: 2,379,145 shares; 2026Q1: 2,372,292 shares 2,372,292$195M4.83%-6,853Timeline
MPLXMPLX LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 4,474,115 shares; 2026Q1: 3,253,524 shares 3,253,524$186M4.6%-1,220,591Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 631,553 shares; 2025Q2: 1,832,991 shares; 2025Q3: 964,730 shares; 2025Q4: 1,008,862 shares; 2026Q1: 1,004,304 shares 1,004,304$183M4.53%-4,558Timeline
RYAAYRYANAIR HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 3,056,698 shares; 2026Q1: 3,039,376 shares 3,039,376$176M4.35%-17,322Timeline
FNFFIDELITY NATL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 3,519,089 shares; 2026Q1: 3,502,213 shares 3,502,213$162M4.02%-16,876Timeline
FGF&G ANNUITIES & LIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 5,377,029 shares; 2026Q1: 5,353,141 shares 5,353,141$136M3.35%-23,888Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 803,061 shares; 2024Q4: 781,527 shares; 2025Q1: 1,174,997 shares; 2025Q2: 1,156,272 shares; 2025Q3: 708,681 shares; 2025Q4: 701,822 shares; 2026Q1: 693,561 shares 693,561$95.2M2.36%-8,261Timeline
AMANTERO MIDSTREAM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,847,972 shares; 2026Q1: 1,839,879 shares 1,839,879$41.9M1.04%-8,093Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,858 shares; 2024Q4: 21,858 shares; 2025Q1: 21,858 shares; 2025Q2: 21,858 shares; 2025Q3: 21,858 shares; 2025Q4: 20,258 shares; 2026Q1: 20,258 shares 20,258$5.83M0.14%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,643 shares; 2024Q4: 5,643 shares; 2025Q1: 5,643 shares; 2025Q2: 5,643 shares; 2025Q3: 5,643 shares; 2025Q4: 5,643 shares; 2026Q1: 5,643 shares 5,643$1.66M0.04%0Timeline
SUNBSUNBELT RENTALS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,762 shares 23,762$1.55M0.04%newTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,790 shares; 2024Q4: 3,790 shares; 2025Q1: 3,790 shares; 2025Q2: 3,790 shares; 2025Q3: 3,790 shares; 2025Q4: 3,790 shares; 2026Q1: 3,790 shares 3,790$1.09M0.03%0Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,094 shares; 2024Q4: 31,094 shares; 2025Q1: 31,094 shares; 2025Q2: 31,094 shares; 2025Q3: 31,094 shares; 2025Q4: 31,094 shares; 2026Q1: 31,094 shares 31,094$893K0.02%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: 1,275 shares; 2025Q1: 1,275 shares; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 2,025 shares 2,025$750K0.02%+1,500Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,532 shares; 2024Q4: 14,532 shares; 2025Q1: 14,532 shares; 2025Q2: 26,532 shares; 2025Q3: 26,532 shares; 2025Q4: 26,532 shares; 2026Q1: 14,532 shares 14,532$708K0.02%-12,000Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,373 shares; 2024Q4: 3,373 shares; 2025Q1: 1,923 shares; 2025Q2: 3,923 shares; 2025Q3: 3,923 shares; 2025Q4: 3,923 shares; 2026Q1: 1,333 shares 1,333$631K0.02%-2,590Timeline
ARESARES MANAGEMENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares 5,000$546K0.01%newTimeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,277,466 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,500 shares 4,500$501K0.01%newTimeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,194 shares; 2024Q4: 1,194 shares; 2025Q1: 1,194 shares; 2025Q2: 1,194 shares; 2025Q3: 1,194 shares; 2025Q4: 1,194 shares; 2026Q1: 1,194 shares 1,194$391K0.01%0Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,746 shares; 2024Q4: 1,746 shares; 2025Q1: 1,746 shares; 2025Q2: 1,746 shares; 2025Q3: 1,746 shares; 2025Q4: 1,746 shares; 2026Q1: 1,789 shares 1,789$355K0.01%+43Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 961 shares; 2026Q1: 961 shares 961$328K0.01%0Timeline
FAFFIRST AMERN FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares 5,000$301K0.01%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares 1,400$292K0.01%0Timeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,000 shares 15,000$290K0.01%newTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 338 shares; 2025Q3: 338 shares; 2025Q4: 338 shares; 2026Q1: 373 shares 373$213K0.01%+35Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 422 shares; 2024Q4: 422 shares; 2025Q1: 422 shares; 2025Q2: 422 shares; 2025Q3: 422 shares; 2025Q4: 422 shares; 2026Q1: 422 shares 422$211K0.01%0Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 471 shares; 2024Q4: 471 shares; 2025Q1: 471 shares; 2025Q2: 471 shares; 2025Q3: 471 shares; 2025Q4: 471 shares; 2026Q1: 471 shares 471$205K0.01%0Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
USBUS BANCORP15,000$800Kshares
VVISA INC618$217Kshares
SPGIS&P GLOBAL INC401$210Kshares

How Q1 2026 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 0001172661-26-002294 base2026-05-15acceptance time not in the bulk data set