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Brave Warrior Advisors, LLC

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13F filer, CIK 1553733, New York, NY

Brave Warrior Advisors, LLC reported $4,588,428,223 across 40 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 74.44% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-003728

Period
2026-06-30
Reported value
$4.59B
Holdings
40
Top 10 weight
74.44%
New
7
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AJGnew+1,285,022$295M
RYAAYadded+919,308$59.5M
ICLRadded+156,497$27.2M
HCAadded+3,500$1.36M
MSFTadded+2,250$839K

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
SNXreduced-1,612,014-$431M
FGreduced-2,870,724-$76.3M
MRPreduced-2,485,172-$74.7M
ELVreduced-145,423-$56.2M
OMFreduced-118,155-$7.2M

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, Q2 2026

Share positions as resolved from 13F-HR 0001172661-26-003728, largest first. % of portfolio is the value over $4,588,428,223, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ICLRICON PUB LTD COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,153,308 shares 3,153,308$548M11.94%+156,497Timeline
OMFONEMAIN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,585,152 shares 7,585,152$462M10.08%-118,155Timeline
SNXTD SYNNEX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,441,630 shares 1,441,630$385M8.4%-1,612,014Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 976,885 shares 976,885$378M8.23%-145,423Timeline
SLMSLM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 13,381,145 shares 13,381,145$347M7.56%-203,223Timeline
AJGGALLAGHER ARTHUR J & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,285,022 shares 1,285,022$295M6.43%newTimeline
ANAUTONATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,524,124 shares 1,524,124$283M6.17%-23,6042026-09-30, 13G: 1,926,427 shares, 5.83% of the class, 13G filed 2026-10-02 Timeline
RYAAYRYANAIR HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,958,684 shares 3,958,684$256M5.59%+919,308Timeline
PRIPRIMERICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 865,863 shares 865,863$246M5.36%-13,460Timeline
LENLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,373,177 shares 2,373,177$215M4.68%-36,873Timeline
BLDRBUILDERS FIRSTSOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,340,571 shares 2,340,571$209M4.56%-31,721Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 988,973 shares 988,973$198M4.32%-15,331Timeline
MRPMILLROSE PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,030,725 shares 6,030,725$181M3.95%-2,485,172Timeline
MPLXMPLX LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,180,534 shares 3,180,534$179M3.9%-72,990Timeline
FNFFIDELITY NATL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,446,864 shares 3,446,864$163M3.54%-55,349Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 684,478 shares 684,478$111M2.43%-9,083Timeline
FGF&G ANNUITIES & LIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,482,417 shares 2,482,417$66M1.44%-2,870,724Timeline
AMANTERO MIDSTREAM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,823,631 shares 1,823,631$41.5M0.9%-16,248Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 20,258 shares 20,258$7.24M0.16%0Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,833 shares 4,833$1.88M0.04%+3,500Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,643 shares 5,643$1.85M0.04%0Timeline
SUNBSUNBELT RENTALS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,762 shares; 2026Q2: 23,762 shares 23,762$1.78M0.04%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 525 shares; 2024Q4: 1,275 shares; 2025Q1: 1,275 shares; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 2,025 shares; 2026Q2: 4,275 shares 4,275$1.59M0.03%+2,250Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,790 shares 3,790$1.34M0.03%0Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 14,532 shares 14,532$828K0.02%0Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 31,094 shares 31,094$763K0.02%0Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 961 shares; 2026Q1: 961 shares; 2026Q2: 961 shares 961$695K0.02%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,650 shares 2,650$632K0.01%+1,250Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 422 shares; 2024Q4: 422 shares; 2025Q1: 422 shares; 2025Q2: 422 shares; 2025Q3: 422 shares; 2025Q4: 422 shares; 2026Q1: 422 shares; 2026Q2: 1,172 shares 1,172$602K0.01%+750Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 401 shares; 2024Q4: not reported; 2025Q1: 401 shares; 2025Q2: 401 shares; 2025Q3: not reported; 2025Q4: 401 shares; 2026Q1: not reported; 2026Q2: 1,401 shares 1,401$571K0.01%newTimeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,000 shares 40,000$534K0.01%newTimeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,194 shares 1,194$442K0.01%0Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,789 shares 1,789$391K0.01%0Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,010 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,010 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,010 shares 1,010$301K0.01%newTimeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000$287K0.01%0Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 612 shares 612$243K0.01%newTimeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 471 shares; 2024Q4: 471 shares; 2025Q1: 471 shares; 2025Q2: 471 shares; 2025Q3: 471 shares; 2025Q4: 471 shares; 2026Q1: 471 shares; 2026Q2: 471 shares 471$213K<0.01%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 618 shares; 2025Q2: 618 shares; 2025Q3: 618 shares; 2025Q4: 618 shares; 2026Q1: not reported; 2026Q2: 618 shares 618$212K<0.01%newTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 338 shares; 2025Q3: 338 shares; 2025Q4: 338 shares; 2026Q1: 373 shares; 2026Q2: 373 shares 373$210K<0.01%0Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 499 shares; 2024Q4: 499 shares; 2025Q1: 499 shares; 2025Q2: 1,499 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 499 shares 499$207K<0.01%newTimeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
ARESARES MANAGEMENT CORPORATION5,000$546Kshares
APOAPOLLO GLOBAL MGMT INC4,500$501Kshares
FAFFIRST AMERN FINL CORP5,000$301Kshares

How Q2 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 0001172661-26-003728 base2026-08-14acceptance time not in the bulk data set