Brave Warrior Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BW Brave Warrior Advisors, LLC | Institutional Filer | ▼ 5.36% | $4.04B | 36 |
Current Portfolio Holdings
Showing all 36 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SNX | TD SYNNEX Corporation | Technology | 3.1M | $515.2M | 12.75% |
| 2 | OMF | OneMain Holdings, Inc. | Financial Services | 7.7M | $412.0M | 10.20% |
| 3 | ICLR | ICON Public Limited Company | Healthcare | 3.0M | $331.6M | 8.21% |
| 4 | ELV | Elevance Health Inc. | Healthcare | 1.1M | $328.6M | 8.13% |
| 5 | AN | AutoNation, Inc. | Consumer Cyclical | 1.5M | $302.2M | 7.48% |
| 6 | SLM | SLM Corporation | Financial Services | 13.6M | $290.8M | 7.20% |
| 7 | MRP | Millrose Properties, Inc. | Real Estate | 8.5M | $238.4M | 5.90% |
| 8 | PRI | Primerica, Inc. | Financial Services | 879K | $220.3M | 5.45% |
| 9 | LEN | Lennar Corporation | Consumer Cyclical | 2.4M | $209.3M | 5.18% |
| 10 | BLDR | Builders FirstSource, Inc. | Industrials | 2.4M | $195.3M | 4.83% |
| 11 | MPLX | MPLX Lp | Energy | 3.3M | $185.7M | 4.60% |
| 12 | COF | Capital One Financial Corporation | Financial Services | 1.0M | $183.2M | 4.53% |
| 13 | RYAAY | Ryanair Holdings plc | Industrials | 3.0M | $175.7M | 4.35% |
| 14 | FNF | Fidelity National Financial, Inc. | Financial Services | 3.5M | $162.4M | 4.02% |
| 15 | FG | F&G Annuities & Life, Inc. | Financial Services | 5.4M | $135.5M | 3.35% |
Showing 1 to 15 of 36 holdings