Quarter snapshot
Brave Warrior Advisors
- Quarter
- Q1 2026
- Filed
- 2026-05-15
- Portfolio value
- $4,040,158,246
- Positions
- 36
- Source
- 13F on EDGAR ↗
| Ticker | Change | % of portfolio |
|---|---|---|
| SNX | −4% | 12.75% |
| OMF | −1% | 10.2% |
| ICLR | NEW | 8.21% |
| ELV | −10% | 8.13% |
| AN | −0% | 7.48% |
| SLM | +6% | 7.2% |
| MRP | −1% | 5.9% |
| PRI | +13% | 5.45% |
| LEN | −0% | 5.18% |
| BLDR | −0% | 4.83% |
| MPLX | −27% | 4.6% |
| COF | −1% | 4.53% |
| RYAAY | −1% | 4.35% |
| FNF | −1% | 4.02% |
| FG | −0% | 3.35% |
| DHI | −1% | 2.36% |
| AM | −0% | 1.04% |
| GOOG | 0.14% | |
| JPM | 0.04% | |
| SUNB | NEW | 0.04% |
| GOOGL | 0.03% | |
| CMCSA | 0.02% | |
| MSFT | +286% | 0.02% |
| BAC | −45% | 0.02% |
| HCA | −66% | 0.02% |
| ARES | NEW | 0.01% |
| APO | NEW | 0.01% |
| MAR | 0.01% | |
| PGR | +3% | 0.01% |
| AMAT | 0.01% | |
| FAF | NEW | 0.01% |
| AMZN | 0.01% | |
| ET | NEW | 0.01% |
| META | +10% | 0.01% |
| MA | 0.01% | |
| MCO | 0.01% | |
| USB | SOLD | — |
| V | SOLD | — |
| SPGI | SOLD | — |