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Brave Warrior Advisors, LLC: AN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Brave Warrior Advisors, LLC on AN, newest first. How the timeline and the estimate are built.

Brave Warrior Advisors, LLC held 1,524,124 AN shares at 2026-06-30 per its 13F-HR filed 2026-08-14, and reported 1,926,427 shares, 5.83%, in a 13G filed 2026-10-02.

Estimated current stake: 1,926,427 shares, 5.83% of the class

Estimated from 13G of 2026-10-02. As of 2026-09-30, 13G 0001172661-26-004391.

Shares are the reporting group's aggregate and may include entities that do not file a 13F.

Percent of portfolio stays on the 13F for 2026-06-30.

  1. event date2026-09-30
    13G 1,926,427 shares
    Share basis changed not comparable

    5.83% of the class. Different basis (group aggregate from 13G).

    13G 0001172661-26-004391 filed by Brave Warrior Advisors, LLC
    Accepted , ingested

    A 13D/G states the aggregate of its reporting persons, which may include entities that do not file a 13F.

  2. period ended2026-06-30
    13F 1,524,124 shares
    Change vs previous 13F -23,604 shares

    6.17% of the 13F portfolio, value $283,166,998.

    13F-HR 0001172661-26-003728 filed by Brave Warrior Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 1,547,728 shares
    Change vs previous 13F -5,013 shares

    7.48% of the 13F portfolio, value $302,209,369.

    13F-HR 0001172661-26-002294 filed by Brave Warrior Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 1,552,741 shares
    Change vs previous 13F +338,698 shares

    7.51% of the 13F portfolio, value $320,609,962.

    13F-HR 0001172661-26-001068 filed by Brave Warrior Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 1,214,043 shares
    Change vs previous 13F -467 shares

    6.17% of the 13F portfolio, value $265,596,187.

    13F-HR 0001172661-25-005024 filed by Brave Warrior Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 1,214,510 shares
    Change vs previous 13F +84,455 shares

    5.53% of the 13F portfolio, value $241,262,411.

    13F-HR 0001172661-25-003464 filed by Brave Warrior Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 1,130,055 shares
    Change vs previous 13F -331,158 shares

    4.19% of the 13F portfolio, value $182,978,506.

    13F-HR 0001172661-25-002393 filed by Brave Warrior Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 1,461,213 shares
    Change vs previous 13F +488,904 shares

    6.17% of the 13F portfolio, value $248,172,416.

    13F-HR 0001172661-25-001122 filed by Brave Warrior Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  9. period ended2024-09-30
    13F 972,309 shares
    Change vs previous 13F not available

    3.61% of the 13F portfolio, value $173,965,526.

    13F-HR 0001172661-24-005173 filed by Brave Warrior Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).