Filed: 5/15/2025ACC: 0001172661-25-002393
📋 What this filing means
BRAVE WARRIOR ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 35 equity positions with a total reported market value of $4.37B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
35
Positions
$4.37B
Total AUM (reported)
60.29M
Total Shares
Allocation by class
COM$3.01B69.0%
CL A$252.99M5.8%
COM UNIT REP LTD$233.57M5.3%
SPONSORED ADR$232.06M5.3%
FNF GROUP COM$229.99M5.3%
COM CL A$211.20M4.8%
COMMON STOCK$190.67M4.4%
Portfolio Concentration
Top 3$1.47B33.6%
4–10$1.74B39.8%
11–25$1.16B26.5%
Rest$3.02M0.1%
Top 3 weight
33.6%
Top 10 weight
73.4%
Voting Authority Distribution
Total shares with voting rights: 60.29M
Sole
Full voting authority
60.29M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole35
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings35
Rows:
ELEVANCE HEALTH INC
SOLEShares1.58M
TypeSH
Market value$686.18M
15.72%
Sole
1.58M
Shared
0.00
None
0.00
TD SYNNEX CORPORATION
SOLEShares4.08M
TypeSH
Market value$423.79M
9.71%
Sole
4.08M
Shared
0.00
None
0.00
ONEMAIN HLDGS INC
SOLEShares7.34M
TypeSH
Market value$358.96M
8.22%
Sole
7.34M
Shared
0.00
None
0.00
SLM CORP
SOLEShares9.46M
TypeSH
Market value$277.70M
6.36%
Sole
9.46M
Shared
0.00
None
0.00
DISCOVER FINL SVCS
SOLEShares1.61M
TypeSH
Market value$274.64M
6.29%
Sole
1.61M
Shared
0.00
None
0.00
LENNAR CORP
SOLEShares2.19M
TypeSH
Market value$251.32M
5.76%
Sole
2.19M
Shared
0.00
None
0.00
PRIMERICA INC
SOLEShares834.65K
TypeSH
Market value$237.48M
5.44%
Sole
834.65K
Shared
0.00
None
0.00
MPLX LP
SOLEShares4.36M
TypeSH
Market value$233.57M
5.35%
Sole
4.36M
Shared
0.00
None
0.00
RYANAIR HOLDINGS PLC
SOLEShares5.48M
TypeSH
Market value$232.06M
5.31%
Sole
5.48M
Shared
0.00
None
0.00
FIDELITY NATIONAL FINANCIAL
SOLEShares3.53M
TypeSH
Market value$229.99M
5.27%
Sole
3.53M
Shared
0.00
None
0.00
MILLROSE PPTYS INC
SOLEShares7.96M
TypeSH
Market value$210.99M
4.83%
Sole
7.96M
Shared
0.00
None
0.00
F&G ANNUITIES & LIFE INC
SOLEShares5.29M
TypeSH
Market value$190.67M
4.37%
Sole
5.29M
Shared
0.00
None
0.00
AUTONATION INC
SOLEShares1.13M
TypeSH
Market value$182.98M
4.19%
Sole
1.13M
Shared
0.00
None
0.00
BUILDERS FIRSTSOURCE INC
SOLEShares1.24M
TypeSH
Market value$155.12M
3.55%
Sole
1.24M
Shared
0.00
None
0.00
D R HORTON INC
SOLEShares1.17M
TypeSH
Market value$149.38M
3.42%
Sole
1.17M
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
SOLEShares631.55K
TypeSH
Market value$113.24M
2.59%
Sole
631.55K
Shared
0.00
None
0.00
LITHIA MTRS INC
SOLEShares381.89K
TypeSH
Market value$112.10M
2.57%
Sole
381.89K
Shared
0.00
None
0.00
ANTERO MIDSTREAM CORP
SOLEShares1.92M
TypeSH
Market value$34.53M
0.79%
Sole
1.92M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares21.86K
TypeSH
Market value$3.38M
0.08%
Sole
21.86K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares5.64K
TypeSH
Market value$1.38M
0.03%
Sole
5.64K
Shared
0.00
None
0.00
COMCAST CORP NEW
SOLEShares31.09K
TypeSH
Market value$1.15M
0.03%
Sole
31.09K
Shared
0.00
None
0.00
ICON PLC
SOLEShares5K
TypeSH
Market value$875.0K
0.02%
Sole
5K
Shared
0.00
None
0.00
HCA HEALTHCARE INC
SOLEShares1.92K
TypeSH
Market value$664.5K
0.02%
Sole
1.92K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares14.53K
TypeSH
Market value$606.4K
0.01%
Sole
14.53K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares3.79K
TypeSH
Market value$592.1K
0.01%
Sole
3.79K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ELEVANCE HEALTH INCSOLE | COM | 1.58M | SH | $686.18M 15.72% | 1.58M | 0.00 | 0.00 |
TD SYNNEX CORPORATIONSOLE | COM | 4.08M | SH | $423.79M 9.71% | 4.08M | 0.00 | 0.00 |
ONEMAIN HLDGS INCSOLE | COM | 7.34M | SH | $358.96M 8.22% | 7.34M | 0.00 | 0.00 |
SLM CORPSOLE | COM | 9.46M | SH | $277.70M 6.36% | 9.46M | 0.00 | 0.00 |
DISCOVER FINL SVCSSOLE | COM | 1.61M | SH | $274.64M 6.29% | 1.61M | 0.00 | 0.00 |
LENNAR CORPSOLE | CL A | 2.19M | SH | $251.32M 5.76% | 2.19M | 0.00 | 0.00 |
PRIMERICA INCSOLE | COM | 834.65K | SH | $237.48M 5.44% | 834.65K | 0.00 | 0.00 |
MPLX LPSOLE | COM UNIT REP LTD | 4.36M | SH | $233.57M 5.35% | 4.36M | 0.00 | 0.00 |
RYANAIR HOLDINGS PLCSOLE | SPONSORED ADR | 5.48M | SH | $232.06M 5.31% | 5.48M | 0.00 | 0.00 |
FIDELITY NATIONAL FINANCIALSOLE | FNF GROUP COM | 3.53M | SH | $229.99M 5.27% | 3.53M | 0.00 | 0.00 |
MILLROSE PPTYS INCSOLE | COM CL A | 7.96M | SH | $210.99M 4.83% | 7.96M | 0.00 | 0.00 |
F&G ANNUITIES & LIFE INCSOLE | COMMON STOCK | 5.29M | SH | $190.67M 4.37% | 5.29M | 0.00 | 0.00 |
AUTONATION INCSOLE | COM | 1.13M | SH | $182.98M 4.19% | 1.13M | 0.00 | 0.00 |
BUILDERS FIRSTSOURCE INCSOLE | COM | 1.24M | SH | $155.12M 3.55% | 1.24M | 0.00 | 0.00 |
D R HORTON INCSOLE | COM | 1.17M | SH | $149.38M 3.42% | 1.17M | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | COM | 631.55K | SH | $113.24M 2.59% | 631.55K | 0.00 | 0.00 |
LITHIA MTRS INCSOLE | COM | 381.89K | SH | $112.10M 2.57% | 381.89K | 0.00 | 0.00 |
ANTERO MIDSTREAM CORPSOLE | COM | 1.92M | SH | $34.53M 0.79% | 1.92M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 21.86K | SH | $3.38M 0.08% | 21.86K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 5.64K | SH | $1.38M 0.03% | 5.64K | 0.00 | 0.00 |
COMCAST CORP NEWSOLE | CL A | 31.09K | SH | $1.15M 0.03% | 31.09K | 0.00 | 0.00 |
ICON PLCSOLE | SHS | 5K | SH | $875.0K 0.02% | 5K | 0.00 | 0.00 |
HCA HEALTHCARE INCSOLE | COM | 1.92K | SH | $664.5K 0.02% | 1.92K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 14.53K | SH | $606.4K 0.01% | 14.53K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 3.79K | SH | $592.1K 0.01% | 3.79K | 0.00 | 0.00 |
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