Filed: 11/14/2025ACC: 0001172661-25-005024
📋 What this filing means
BRAVE WARRIOR ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 33 equity positions with a total reported market value of $4.31B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
33
Positions
$4.31B
Total AUM (reported)
58.24M
Total Shares
Allocation by class
COM$2.95B68.5%
CL A$254.55M5.9%
SPONSORED ADR$245.95M5.7%
COM UNIT REP LTD$223.15M5.2%
COM SHS$211.07M4.9%
COM CL A$180.88M4.2%
COMMON STOCK$163.20M3.8%
Portfolio Concentration
Top 3$1.57B36.4%
4–10$1.74B40.4%
11–25$996.39M23.1%
Rest$2.25M0.1%
Top 3 weight
36.4%
Top 10 weight
76.8%
Voting Authority Distribution
Total shares with voting rights: 58.24M
Sole
Full voting authority
58.24M
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)
Sole33
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings33
Rows:
ELEVANCE HEALTH INC FORMERLY
SOLEShares1.83M
TypeSH
Market value$592.60M
13.76%
Sole
1.83M
Shared
0.00
None
0.00
TD SYNNEX CORPORATION
SOLEShares3.28M
TypeSH
Market value$536.33M
12.45%
Sole
3.28M
Shared
0.00
None
0.00
ONEMAIN HLDGS INC
SOLEShares7.79M
TypeSH
Market value$440.06M
10.22%
Sole
7.79M
Shared
0.00
None
0.00
SLM CORP
SOLEShares11.66M
TypeSH
Market value$322.73M
7.49%
Sole
11.66M
Shared
0.00
None
0.00
AUTONATION INC
SOLEShares1.21M
TypeSH
Market value$265.60M
6.17%
Sole
1.21M
Shared
0.00
None
0.00
LENNAR CORP
SOLEShares2.01M
TypeSH
Market value$252.77M
5.87%
Sole
2.01M
Shared
0.00
None
0.00
RYANAIR HOLDINGS PLC
SOLEShares4.08M
TypeSH
Market value$245.95M
5.71%
Sole
4.08M
Shared
0.00
None
0.00
MPLX LP
SOLEShares4.47M
TypeSH
Market value$223.15M
5.18%
Sole
4.47M
Shared
0.00
None
0.00
BUILDERS FIRSTSOURCE INC
SOLEShares1.81M
TypeSH
Market value$218.90M
5.08%
Sole
1.81M
Shared
0.00
None
0.00
FIDELITY NATIONAL FINANCIAL
SOLEShares3.49M
TypeSH
Market value$211.07M
4.90%
Sole
3.49M
Shared
0.00
None
0.00
PRIMERICA INC
SOLEShares752.99K
TypeSH
Market value$209.02M
4.85%
Sole
752.99K
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
SOLEShares964.73K
TypeSH
Market value$205.08M
4.76%
Sole
964.73K
Shared
0.00
None
0.00
MILLROSE PPTYS INC
SOLEShares5.38M
TypeSH
Market value$180.67M
4.19%
Sole
5.38M
Shared
0.00
None
0.00
F&G ANNUITIES & LIFE INC
SOLEShares5.22M
TypeSH
Market value$163.20M
3.79%
Sole
5.22M
Shared
0.00
None
0.00
D R HORTON INC
SOLEShares708.68K
TypeSH
Market value$120.10M
2.79%
Sole
708.68K
Shared
0.00
None
0.00
KINETIK HOLDINGS INC
SOLEShares1.61M
TypeSH
Market value$68.77M
1.60%
Sole
1.61M
Shared
0.00
None
0.00
ANTERO MIDSTREAM CORP
SOLEShares1.87M
TypeSH
Market value$36.26M
0.84%
Sole
1.87M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares21.86K
TypeSH
Market value$5.31M
0.12%
Sole
21.86K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares5.64K
TypeSH
Market value$1.78M
0.04%
Sole
5.64K
Shared
0.00
None
0.00
HCA HEALTHCARE INC
SOLEShares3.92K
TypeSH
Market value$1.67M
0.04%
Sole
3.92K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares26.53K
TypeSH
Market value$1.37M
0.03%
Sole
26.53K
Shared
0.00
None
0.00
COMCAST CORP NEW
SOLEShares31.09K
TypeSH
Market value$977.0K
0.02%
Sole
31.09K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares3.79K
TypeSH
Market value$923.1K
0.02%
Sole
3.79K
Shared
0.00
None
0.00
US BANCORP DEL
SOLEShares15K
TypeSH
Market value$725.0K
0.02%
Sole
15K
Shared
0.00
None
0.00
ICON PLC
SOLEShares3K
TypeSH
Market value$525.0K
0.01%
Sole
3K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ELEVANCE HEALTH INC FORMERLYSOLE | COM | 1.83M | SH | $592.60M 13.76% | 1.83M | 0.00 | 0.00 |
TD SYNNEX CORPORATIONSOLE | COM | 3.28M | SH | $536.33M 12.45% | 3.28M | 0.00 | 0.00 |
ONEMAIN HLDGS INCSOLE | COM | 7.79M | SH | $440.06M 10.22% | 7.79M | 0.00 | 0.00 |
SLM CORPSOLE | COM | 11.66M | SH | $322.73M 7.49% | 11.66M | 0.00 | 0.00 |
AUTONATION INCSOLE | COM | 1.21M | SH | $265.60M 6.17% | 1.21M | 0.00 | 0.00 |
LENNAR CORPSOLE | CL A | 2.01M | SH | $252.77M 5.87% | 2.01M | 0.00 | 0.00 |
RYANAIR HOLDINGS PLCSOLE | SPONSORED ADR | 4.08M | SH | $245.95M 5.71% | 4.08M | 0.00 | 0.00 |
MPLX LPSOLE | COM UNIT REP LTD | 4.47M | SH | $223.15M 5.18% | 4.47M | 0.00 | 0.00 |
BUILDERS FIRSTSOURCE INCSOLE | COM | 1.81M | SH | $218.90M 5.08% | 1.81M | 0.00 | 0.00 |
FIDELITY NATIONAL FINANCIALSOLE | COM SHS | 3.49M | SH | $211.07M 4.90% | 3.49M | 0.00 | 0.00 |
PRIMERICA INCSOLE | COM | 752.99K | SH | $209.02M 4.85% | 752.99K | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | COM | 964.73K | SH | $205.08M 4.76% | 964.73K | 0.00 | 0.00 |
MILLROSE PPTYS INCSOLE | COM CL A | 5.38M | SH | $180.67M 4.19% | 5.38M | 0.00 | 0.00 |
F&G ANNUITIES & LIFE INCSOLE | COMMON STOCK | 5.22M | SH | $163.20M 3.79% | 5.22M | 0.00 | 0.00 |
D R HORTON INCSOLE | COM | 708.68K | SH | $120.10M 2.79% | 708.68K | 0.00 | 0.00 |
KINETIK HOLDINGS INCSOLE | COM NEW CL A | 1.61M | SH | $68.77M 1.60% | 1.61M | 0.00 | 0.00 |
ANTERO MIDSTREAM CORPSOLE | COM | 1.87M | SH | $36.26M 0.84% | 1.87M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 21.86K | SH | $5.31M 0.12% | 21.86K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 5.64K | SH | $1.78M 0.04% | 5.64K | 0.00 | 0.00 |
HCA HEALTHCARE INCSOLE | COM | 3.92K | SH | $1.67M 0.04% | 3.92K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 26.53K | SH | $1.37M 0.03% | 26.53K | 0.00 | 0.00 |
COMCAST CORP NEWSOLE | CL A | 31.09K | SH | $977.0K 0.02% | 31.09K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 3.79K | SH | $923.1K 0.02% | 3.79K | 0.00 | 0.00 |
US BANCORP DELSOLE | COM NEW | 15K | SH | $725.0K 0.02% | 15K | 0.00 | 0.00 |
ICON PLCSOLE | SHS | 3K | SH | $525.0K 0.01% | 3K | 0.00 | 0.00 |
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