Brave Warrior Advisors

Name: Brave Warrior Advisors 13F holdings, Q2 2026
Creator: Brave Warrior Advisors

13F Holdings · CIK 1553733 · filed 2026-08-14

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AI Summary

New Positions

18% of current holdings

Exited

8% of prior holdings

Increased

17% of prior holdings

Decreased

42% of prior holdings

Total holdings: 36 → 40

Show unchanged positions

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31 positions

					Shares				Value ($)

New	Long	ANALOG DEVICES INC	032654105	COM	—	612	+612	—	—	$243.1K	+$243.1K	—
New	Long	GALLAGHER ARTHUR J & CO	363576109	COM	—	1,285,022	+1,285,022	—	—	$295.0M	+$295.0M	—
New	Long	NU HLDGS LTD	G6683N103	ORD SHS CL A	—	40,000	+40,000	—	—	$534.4K	+$534.4K	—
New	Long	S&P GLOBAL INC	78409V104	COM	—	1,401	+1,401	—	—	$570.6K	+$570.6K	—
New	Long	TEXAS INSTRS INC	882508104	COM	—	1,010	+1,010	—	—	$301.1K	+$301.1K	—
New	Long	UNITEDHEALTH GROUP INC	91324P102	COM	—	499	+499	—	—	$207.4K	+$207.4K	—
New	Long	VISA INC	92826C839	COM CL A	—	618	+618	—	—	$212.0K	+$212.0K	—
Exited	Long	APOLLO GLOBAL MGMT INC	03769M106	COM	4,500	—	−4,500	−100.0%	$501.4K	—	−$501.4K	−100.0%
Exited	Long	ARES MANAGEMENT CORPORATION	03990B101	CL A COM STK	5,000	—	−5,000	−100.0%	$545.5K	—	−$545.5K	−100.0%
Exited	Long	FIRST AMERN FINL CORP	31847R102	COM	5,000	—	−5,000	−100.0%	$301.4K	—	−$301.4K	−100.0%
Increased	Long	AMAZON COM INC	023135106	COM	1,400	2,650	+1,250	+89.3%	$291.6K	$631.6K	+$340.0K	+116.6%
Increased	Long	HCA HEALTHCARE INC	40412C101	COM	1,333	4,833	+3,500	+262.6%	$630.8K	$1.9M	+$1.3M	+198.7%
Increased	Long	ICON PUB LTD CO	G4705A100	SHS	2,996,811	3,153,308	+156,497	+5.2%	$331.6M	$547.8M	+$216.1M	+65.2%
Increased	Long	MASTERCARD INCORPORATED	57636Q104	CL A	422	1,172	+750	+177.7%	$210.9K	$601.9K	+$391.1K	+185.5%
Increased	Long	MICROSOFT CORP	594918104	COM	2,025	4,275	+2,250	+111.1%	$749.6K	$1.6M	+$845.1K	+112.7%
Increased	Long	RYANAIR HOLDINGS PLC	783513203	SPONSORED ADR	3,039,376	3,958,684	+919,308	+30.2%	$175.7M	$256.3M	+$80.6M	+45.9%
Decreased	Long	ANTERO MIDSTREAM CORP	03676B102	COM	1,839,879	1,823,631	−16,248	−0.9%	$41.9M	$41.5M	−$461.6K	−1.1%
Decreased	Long	AUTONATION INC	05329W102	COM	1,547,728	1,524,124	−23,604	−1.5%	$302.2M	$283.2M	−$19.0M	−6.3%
Decreased	Long	BUILDERS FIRSTSOURCE INC	12008R107	COM	2,372,292	2,340,571	−31,721	−1.3%	$195.3M	$209.4M	+$14.1M	+7.2%
Decreased	Long	CAPITAL ONE FINL CORP	14040H105	COM	1,004,304	988,973	−15,331	−1.5%	$183.2M	$198.4M	+$15.2M	+8.3%
Decreased	Long	D R HORTON INC	23331A109	COM	693,561	684,478	−9,083	−1.3%	$95.2M	$111.5M	+$16.3M	+17.1%
Decreased	Long	ELEVANCE HEALTH INC FORMERLY	036752103	COM	1,122,308	976,885	−145,423	−13.0%	$328.6M	$377.8M	+$49.2M	+15.0%
Decreased	Long	F&G ANNUITIES & LIFE INC	30190A104	COMMON STOCK	5,353,141	2,482,417	−2,870,724	−53.6%	$135.5M	$66.0M	−$69.5M	−51.3%
Decreased	Long	FIDELITY NATL FINL INC	31620R303	COM SHS	3,502,213	3,446,864	−55,349	−1.6%	$162.4M	$162.6M	+$121.5K	+0.1%
Decreased	Long	LENNAR CORP	526057104	CL A	2,410,050	2,373,177	−36,873	−1.5%	$209.3M	$214.7M	+$5.5M	+2.6%
Decreased	Long	MILLROSE PPTYS INC	601137102	COM CL A	8,515,897	6,030,725	−2,485,172	−29.2%	$238.4M	$181.2M	−$57.2M	−24.0%
Decreased	Long	MPLX LP	55336V100	COM UNIT REP LTD	3,253,524	3,180,534	−72,990	−2.2%	$185.7M	$179.2M	−$6.5M	−3.5%
Decreased	Long	ONEMAIN HLDGS INC	68268W103	COM	7,703,307	7,585,152	−118,155	−1.5%	$412.0M	$462.5M	+$50.4M	+12.2%
Decreased	Long	PRIMERICA INC	74164M108	COM	879,323	865,863	−13,460	−1.5%	$220.3M	$246.1M	+$25.8M	+11.7%
Decreased	Long	SLM CORP	78442P106	COM	13,584,368	13,381,145	−203,223	−1.5%	$290.8M	$347.1M	+$56.3M	+19.3%
Decreased	Long	TD SYNNEX CORPORATION	87162W100	COM	3,053,644	1,441,630	−1,612,014	−52.8%	$515.2M	$385.4M	−$129.8M	−25.2%