Filed: 8/14/2025ACC: 0001172661-25-003464
📋 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 $4.36B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
35
Positions
$4.36B
Total AUM (reported)
60.55M
Total Shares
Allocation by class
COM$3.00B68.7%
SPONSORED ADR$310.21M7.1%
CL A$240.52M5.5%
COM CL A$224.36M5.1%
COM UNIT REP LTD$220.21M5.0%
COM SHS$195.49M4.5%
COMMON STOCK$167.02M3.8%
Portfolio Concentration
Top 3$1.39B31.9%
4–10$1.98B45.3%
11–25$992.88M22.8%
Rest$2.72M0.1%
Top 3 weight
31.9%
Top 10 weight
77.2%
Voting Authority Distribution
Total shares with voting rights: 60.55M
Sole
Full voting authority
60.55M
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:
TD SYNNEX CORPORATION
SOLEShares3.77M
TypeSH
Market value$511.39M
11.72%
Sole
3.77M
Shared
0.00
None
0.00
ONEMAIN HLDGS INC
SOLEShares7.87M
TypeSH
Market value$448.59M
10.28%
Sole
7.87M
Shared
0.00
None
0.00
ELEVANCE HEALTH INC
SOLEShares1.11M
TypeSH
Market value$431.61M
9.89%
Sole
1.11M
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
SOLEShares1.83M
TypeSH
Market value$389.99M
8.94%
Sole
1.83M
Shared
0.00
None
0.00
SLM CORP
SOLEShares10.54M
TypeSH
Market value$345.64M
7.92%
Sole
10.54M
Shared
0.00
None
0.00
RYANAIR HOLDINGS PLC
SOLEShares5.38M
TypeSH
Market value$310.21M
7.11%
Sole
5.38M
Shared
0.00
None
0.00
AUTONATION INC
SOLEShares1.21M
TypeSH
Market value$241.26M
5.53%
Sole
1.21M
Shared
0.00
None
0.00
LENNAR CORP
SOLEShares2.16M
TypeSH
Market value$238.60M
5.47%
Sole
2.16M
Shared
0.00
None
0.00
PRIMERICA INC
SOLEShares823.99K
TypeSH
Market value$225.50M
5.17%
Sole
823.99K
Shared
0.00
None
0.00
MILLROSE PPTYS INC
SOLEShares7.86M
TypeSH
Market value$224.14M
5.14%
Sole
7.86M
Shared
0.00
None
0.00
MPLX LP
SOLEShares4.28M
TypeSH
Market value$220.21M
5.05%
Sole
4.28M
Shared
0.00
None
0.00
BUILDERS FIRSTSOURCE INC
SOLEShares1.83M
TypeSH
Market value$213.22M
4.89%
Sole
1.83M
Shared
0.00
None
0.00
FIDELITY NATIONAL FINANCIAL
SOLEShares3.49M
TypeSH
Market value$195.49M
4.48%
Sole
3.49M
Shared
0.00
None
0.00
F&G ANNUITIES & LIFE INC
SOLEShares5.22M
TypeSH
Market value$167.02M
3.83%
Sole
5.22M
Shared
0.00
None
0.00
D R HORTON INC
SOLEShares1.16M
TypeSH
Market value$149.07M
3.42%
Sole
1.16M
Shared
0.00
None
0.00
ANTERO MIDSTREAM CORP
SOLEShares1.90M
TypeSH
Market value$35.96M
0.82%
Sole
1.90M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares21.86K
TypeSH
Market value$3.85M
0.09%
Sole
21.86K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares5.64K
TypeSH
Market value$1.64M
0.04%
Sole
5.64K
Shared
0.00
None
0.00
HCA HEALTHCARE INC
SOLEShares3.92K
TypeSH
Market value$1.50M
0.03%
Sole
3.92K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares26.53K
TypeSH
Market value$1.26M
0.03%
Sole
26.53K
Shared
0.00
None
0.00
COMCAST CORP NEW
SOLEShares31.09K
TypeSH
Market value$1.11M
0.03%
Sole
31.09K
Shared
0.00
None
0.00
ICON PLC
SOLEShares5K
TypeSH
Market value$727.3K
0.02%
Sole
5K
Shared
0.00
None
0.00
US BANCORP DEL
SOLEShares15K
TypeSH
Market value$678.8K
0.02%
Sole
15K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares3.79K
TypeSH
Market value$672.3K
0.02%
Sole
3.79K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares1.50K
TypeSH
Market value$467.6K
0.01%
Sole
1.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TD SYNNEX CORPORATIONSOLE | COM | 3.77M | SH | $511.39M 11.72% | 3.77M | 0.00 | 0.00 |
ONEMAIN HLDGS INCSOLE | COM | 7.87M | SH | $448.59M 10.28% | 7.87M | 0.00 | 0.00 |
ELEVANCE HEALTH INCSOLE | COM | 1.11M | SH | $431.61M 9.89% | 1.11M | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | COM | 1.83M | SH | $389.99M 8.94% | 1.83M | 0.00 | 0.00 |
SLM CORPSOLE | COM | 10.54M | SH | $345.64M 7.92% | 10.54M | 0.00 | 0.00 |
RYANAIR HOLDINGS PLCSOLE | SPONSORED ADR | 5.38M | SH | $310.21M 7.11% | 5.38M | 0.00 | 0.00 |
AUTONATION INCSOLE | COM | 1.21M | SH | $241.26M 5.53% | 1.21M | 0.00 | 0.00 |
LENNAR CORPSOLE | CL A | 2.16M | SH | $238.60M 5.47% | 2.16M | 0.00 | 0.00 |
PRIMERICA INCSOLE | COM | 823.99K | SH | $225.50M 5.17% | 823.99K | 0.00 | 0.00 |
MILLROSE PPTYS INCSOLE | COM CL A | 7.86M | SH | $224.14M 5.14% | 7.86M | 0.00 | 0.00 |
MPLX LPSOLE | COM UNIT REP LTD | 4.28M | SH | $220.21M 5.05% | 4.28M | 0.00 | 0.00 |
BUILDERS FIRSTSOURCE INCSOLE | COM | 1.83M | SH | $213.22M 4.89% | 1.83M | 0.00 | 0.00 |
FIDELITY NATIONAL FINANCIALSOLE | COM SHS | 3.49M | SH | $195.49M 4.48% | 3.49M | 0.00 | 0.00 |
F&G ANNUITIES & LIFE INCSOLE | COMMON STOCK | 5.22M | SH | $167.02M 3.83% | 5.22M | 0.00 | 0.00 |
D R HORTON INCSOLE | COM | 1.16M | SH | $149.07M 3.42% | 1.16M | 0.00 | 0.00 |
ANTERO MIDSTREAM CORPSOLE | COM | 1.90M | SH | $35.96M 0.82% | 1.90M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 21.86K | SH | $3.85M 0.09% | 21.86K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 5.64K | SH | $1.64M 0.04% | 5.64K | 0.00 | 0.00 |
HCA HEALTHCARE INCSOLE | COM | 3.92K | SH | $1.50M 0.03% | 3.92K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 26.53K | SH | $1.26M 0.03% | 26.53K | 0.00 | 0.00 |
COMCAST CORP NEWSOLE | CL A | 31.09K | SH | $1.11M 0.03% | 31.09K | 0.00 | 0.00 |
ICON PLCSOLE | SHS | 5K | SH | $727.3K 0.02% | 5K | 0.00 | 0.00 |
US BANCORP DELSOLE | COM NEW | 15K | SH | $678.8K 0.02% | 15K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 3.79K | SH | $672.3K 0.02% | 3.79K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 1.50K | SH | $467.6K 0.01% | 1.50K | 0.00 | 0.00 |
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