Filed: 2/17/2026ACC: 0001172661-26-001068
📋 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 $4.27B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
33
Positions
$4.27B
Total AUM (reported)
60.81M
Total Shares
Allocation by class
COM$2.94B68.8%
COM CL A$257.11M6.0%
CL A$249.66M5.8%
COM UNIT REP LTD$238.78M5.6%
SPONSORED ADR$220.66M5.2%
COM SHS$192.11M4.5%
COMMON STOCK$165.88M3.9%
Portfolio Concentration
Top 3$1.44B33.7%
4–10$1.90B44.5%
11–25$929.30M21.8%
Rest$1.95M0.0%
Top 3 weight
33.7%
Top 10 weight
78.2%
Voting Authority Distribution
Total shares with voting rights: 60.81M
Sole
Full voting authority
60.81M
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:
ONEMAIN HLDGS INC
SOLEShares7.74M
TypeSH
Market value$522.79M
12.25%
Sole
7.74M
Shared
0.00
None
0.00
TD SYNNEX CORPORATION
SOLEShares3.16M
TypeSH
Market value$475.21M
11.13%
Sole
3.16M
Shared
0.00
None
0.00
ELEVANCE HEALTH INC FORMERLY
SOLEShares1.25M
TypeSH
Market value$438.82M
10.28%
Sole
1.25M
Shared
0.00
None
0.00
SLM CORP
SOLEShares12.83M
TypeSH
Market value$347.23M
8.13%
Sole
12.83M
Shared
0.00
None
0.00
AUTONATION INC
SOLEShares1.55M
TypeSH
Market value$320.61M
7.51%
Sole
1.55M
Shared
0.00
None
0.00
MILLROSE PPTYS INC
SOLEShares8.60M
TypeSH
Market value$256.89M
6.02%
Sole
8.60M
Shared
0.00
None
0.00
LENNAR CORP
SOLEShares2.41M
TypeSH
Market value$247.89M
5.81%
Sole
2.41M
Shared
0.00
None
0.00
BUILDERS FIRSTSOURCE INC
SOLEShares2.38M
TypeSH
Market value$244.79M
5.73%
Sole
2.38M
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
SOLEShares1.01M
TypeSH
Market value$244.51M
5.73%
Sole
1.01M
Shared
0.00
None
0.00
MPLX LP
SOLEShares4.47M
TypeSH
Market value$238.78M
5.59%
Sole
4.47M
Shared
0.00
None
0.00
RYANAIR HOLDINGS PLC
SOLEShares3.06M
TypeSH
Market value$220.66M
5.17%
Sole
3.06M
Shared
0.00
None
0.00
PRIMERICA INC
SOLEShares780.13K
TypeSH
Market value$201.55M
4.72%
Sole
780.13K
Shared
0.00
None
0.00
FIDELITY NATIONAL FINANCIAL
SOLEShares3.52M
TypeSH
Market value$192.11M
4.50%
Sole
3.52M
Shared
0.00
None
0.00
F&G ANNUITIES & LIFE INC
SOLEShares5.38M
TypeSH
Market value$165.88M
3.89%
Sole
5.38M
Shared
0.00
None
0.00
D R HORTON INC
SOLEShares701.82K
TypeSH
Market value$101.08M
2.37%
Sole
701.82K
Shared
0.00
None
0.00
ANTERO MIDSTREAM CORP
SOLEShares1.85M
TypeSH
Market value$32.88M
0.77%
Sole
1.85M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares20.26K
TypeSH
Market value$6.34M
0.15%
Sole
20.26K
Shared
0.00
None
0.00
HCA HEALTHCARE INC
SOLEShares3.92K
TypeSH
Market value$1.83M
0.04%
Sole
3.92K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares5.64K
TypeSH
Market value$1.82M
0.04%
Sole
5.64K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares26.53K
TypeSH
Market value$1.46M
0.03%
Sole
26.53K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares3.79K
TypeSH
Market value$1.19M
0.03%
Sole
3.79K
Shared
0.00
None
0.00
COMCAST CORP NEW
SOLEShares31.09K
TypeSH
Market value$929.4K
0.02%
Sole
31.09K
Shared
0.00
None
0.00
US BANCORP DEL
SOLEShares15K
TypeSH
Market value$800.4K
0.02%
Sole
15K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares1.75K
TypeSH
Market value$397.6K
<0.01%
Sole
1.75K
Shared
0.00
None
0.00
MARRIOTT INTL INC NEW
SOLEShares1.19K
TypeSH
Market value$370.4K
<0.01%
Sole
1.19K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ONEMAIN HLDGS INCSOLE | COM | 7.74M | SH | $522.79M 12.25% | 7.74M | 0.00 | 0.00 |
TD SYNNEX CORPORATIONSOLE | COM | 3.16M | SH | $475.21M 11.13% | 3.16M | 0.00 | 0.00 |
ELEVANCE HEALTH INC FORMERLYSOLE | COM | 1.25M | SH | $438.82M 10.28% | 1.25M | 0.00 | 0.00 |
SLM CORPSOLE | COM | 12.83M | SH | $347.23M 8.13% | 12.83M | 0.00 | 0.00 |
AUTONATION INCSOLE | COM | 1.55M | SH | $320.61M 7.51% | 1.55M | 0.00 | 0.00 |
MILLROSE PPTYS INCSOLE | COM CL A | 8.60M | SH | $256.89M 6.02% | 8.60M | 0.00 | 0.00 |
LENNAR CORPSOLE | CL A | 2.41M | SH | $247.89M 5.81% | 2.41M | 0.00 | 0.00 |
BUILDERS FIRSTSOURCE INCSOLE | COM | 2.38M | SH | $244.79M 5.73% | 2.38M | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | COM | 1.01M | SH | $244.51M 5.73% | 1.01M | 0.00 | 0.00 |
MPLX LPSOLE | COM UNIT REP LTD | 4.47M | SH | $238.78M 5.59% | 4.47M | 0.00 | 0.00 |
RYANAIR HOLDINGS PLCSOLE | SPONSORED ADR | 3.06M | SH | $220.66M 5.17% | 3.06M | 0.00 | 0.00 |
PRIMERICA INCSOLE | COM | 780.13K | SH | $201.55M 4.72% | 780.13K | 0.00 | 0.00 |
FIDELITY NATIONAL FINANCIALSOLE | COM SHS | 3.52M | SH | $192.11M 4.50% | 3.52M | 0.00 | 0.00 |
F&G ANNUITIES & LIFE INCSOLE | COMMON STOCK | 5.38M | SH | $165.88M 3.89% | 5.38M | 0.00 | 0.00 |
D R HORTON INCSOLE | COM | 701.82K | SH | $101.08M 2.37% | 701.82K | 0.00 | 0.00 |
ANTERO MIDSTREAM CORPSOLE | COM | 1.85M | SH | $32.88M 0.77% | 1.85M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 20.26K | SH | $6.34M 0.15% | 20.26K | 0.00 | 0.00 |
HCA HEALTHCARE INCSOLE | COM | 3.92K | SH | $1.83M 0.04% | 3.92K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 5.64K | SH | $1.82M 0.04% | 5.64K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 26.53K | SH | $1.46M 0.03% | 26.53K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 3.79K | SH | $1.19M 0.03% | 3.79K | 0.00 | 0.00 |
COMCAST CORP NEWSOLE | CL A | 31.09K | SH | $929.4K 0.02% | 31.09K | 0.00 | 0.00 |
US BANCORP DELSOLE | COM NEW | 15K | SH | $800.4K 0.02% | 15K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 1.75K | SH | $397.6K <0.01% | 1.75K | 0.00 | 0.00 |
MARRIOTT INTL INC NEWSOLE | CL A | 1.19K | SH | $370.4K <0.01% | 1.19K | 0.00 | 0.00 |
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