Brave Warrior Advisors, LLC Top Holdings and 13F Report (2025) About Brave Warrior Advisors, LLCInvestment ActivityBrave Warrior Advisors, LLC has $4.36 billion in total holdings as of June 30, 2025.Brave Warrior Advisors, LLC owns shares of 35 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 9.38% of the portfolio was purchased this quarter.About 14.63% of the portfolio was sold this quarter.This quarter, Brave Warrior Advisors, LLC has purchased 35 new stocks and bought additional shares in 8 stocks.Brave Warrior Advisors, LLC sold shares of 12 stocks and completely divested from 3 stocks this quarter.Largest Holdings TD SYNNEX $511,392,371OneMain $448,594,845Elevance Health $431,610,631Capital One Financial $389,987,165SLM $345,636,275 Largest New Holdings this Quarter 902973304 - U.S. Bancorp $678,750 Holding30303M102 - Meta Platforms $249,474 Holding882508104 - Texas Instruments $209,696 Holding Largest Purchases this Quarter Capital One Financial 1,201,438 shares (about $255.62M)Builders FirstSource 585,683 shares (about $68.34M)SLM 1,085,531 shares (about $35.59M)OneMain 526,449 shares (about $30.01M)AutoNation 84,455 shares (about $16.78M) Largest Sales this Quarter Elevance Health 467,917 shares (about $182.00M)TD SYNNEX 307,915 shares (about $41.78M)Ryanair 97,800 shares (about $5.64M)Mplx 89,053 shares (about $4.59M)Lennar 32,481 shares (about $3.59M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBrave Warrior Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSNXTD SYNNEX$511,392,371$41,784,066 ▼-7.6%3,768,55111.7%Computer and TechnologyOMFOneMain$448,594,845$30,007,593 ▲7.2%7,870,08510.3%FinanceELVElevance Health$431,610,631$182,000,996 ▼-29.7%1,109,6539.9%MedicalCOFCapital One Financial$389,987,165$255,617,949 ▲190.2%1,832,9918.9%FinanceSLMSLM$345,636,275$35,594,561 ▲11.5%10,540,9057.9%FinanceRYAAYRyanair$310,212,063$5,640,126 ▼-1.8%5,379,0897.1%TransportationANAutoNation$241,262,411$16,776,986 ▲7.5%1,214,5105.5%Retail/WholesaleLENLennar$238,599,817$3,592,723 ▼-1.5%2,157,1275.5%ConstructionPRIPrimerica$225,501,891$2,917,870 ▼-1.3%823,9925.2%FinanceMILLROSE PPTYS INC$224,136,782$2,768,977 ▼-1.2%7,861,6905.1%COM CL AMPLXMplx$220,206,950$4,587,120 ▼-2.0%4,275,0335.0%EnergyBLDRBuilders FirstSource$213,223,086$68,343,349 ▲47.2%1,827,2614.9%Retail/WholesaleFNFFidelity National Financial$195,490,077$2,623,776 ▼-1.3%3,487,1584.5%FinanceFGF&G Annuities & Life$167,024,025$2,123,408 ▼-1.3%5,222,7653.8%FinanceDHID.R. Horton$149,066,586$2,414,027 ▼-1.6%1,156,2723.4%ConstructionAMAntero Midstream$35,962,855$393,250 ▼-1.1%1,897,7760.8%EnergyGOOGLAlphabet$3,852,0350.0%21,8580.1%Computer and TechnologyJPMJPMorgan Chase & Co.$1,635,9620.0%5,6430.0%FinanceHCAHCA Healthcare$1,502,901$766,200 ▲104.0%3,9230.0%MedicalBACBank of America$1,255,494$567,840 ▲82.6%26,5320.0%FinanceCMCSAComcast$1,109,7450.0%31,0940.0%Consumer DiscretionaryICLRIcon$727,2500.0%5,0000.0%MedicalUSBU.S. Bancorp$678,750$678,750 ▲New Holding15,0000.0%FinanceGOOGAlphabet$672,3080.0%3,7900.0%Computer and TechnologyUNHUnitedHealth Group$467,643$311,970 ▲200.4%1,4990.0%MedicalPGRProgressive$465,9380.0%1,7460.0%FinanceMARMarriott International$326,2130.0%1,1940.0%Consumer DiscretionaryAMZNAmazon.com$307,1460.0%1,4000.0%Retail/WholesaleMSFTMicrosoft$261,140$373,057 ▼-58.8%5250.0%Computer and TechnologyMETAMeta Platforms$249,474$249,474 ▲New Holding3380.0%Computer and TechnologyMAMastercard$237,1390.0%4220.0%Business ServicesMCOMoody's$236,2490.0%4710.0%FinanceVVisa$219,4210.0%6180.0%Business ServicesSPGIS&P Global$211,4430.0%4010.0%FinanceTXNTexas Instruments$209,696$209,696 ▲New Holding1,0100.0%Computer and TechnologyDFSDiscover Financial Services$0$274,635,816 ▼-100.0%00.0%FinanceLADLithia Motors$0$112,099,697 ▼-100.0%00.0%Retail/WholesaleALLYAlly Financial$0$364,700 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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