Brave Warrior Advisors, LLC Top Holdings and 13F Report (2025) About Brave Warrior Advisors, LLCInvestment ActivityBrave Warrior Advisors, LLC has $4.37 billion in total holdings as of March 31, 2025.Brave Warrior Advisors, LLC owns shares of 35 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 19.59% of the portfolio was purchased this quarter.About 11.21% of the portfolio was sold this quarter.This quarter, Brave Warrior Advisors, LLC has purchased 30 new stocks and bought additional shares in 4 stocks.Brave Warrior Advisors, LLC sold shares of 13 stocks and completely divested from 0 stocks this quarter.Largest Holdings Elevance Health $686,179,847TD SYNNEX $423,789,405OneMain $358,956,928SLM $277,704,334Discover Financial Services $274,635,816 Largest New Holdings this Quarter 78442P106 - SLM $277,704,334 Holding601137102 - MILLROSE PPTYS INC $210,988,133 Holding12008R107 - Builders FirstSource $155,122,755 Holding92826C839 - Visa $216,584 Holding78409V104 - S&P Global $203,748 Holding Largest Purchases this Quarter SLM 9,455,374 shares (about $277.70M)MILLROSE PPTYS INC 7,958,813 shares (about $210.99M)Builders FirstSource 1,241,578 shares (about $155.12M)Capital One Financial 630,053 shares (about $112.97M)D.R. Horton 393,470 shares (about $50.02M) Largest Sales this Quarter Fidelity National Financial 2,439,170 shares (about $158.74M)Discover Financial Services 915,085 shares (about $156.21M)Lithia Motors 230,677 shares (about $67.71M)AutoNation 331,158 shares (about $53.62M)Elevance Health 52,407 shares (about $22.79M) 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 PortfolioSectorELVElevance Health$686,179,847$22,794,949 ▼-3.2%1,577,57015.7%MedicalSNXTD SYNNEX$423,789,405$7,350,596 ▼-1.7%4,076,4669.7%Computer and TechnologyOMFOneMain$358,956,928$4,596,382 ▼-1.3%7,343,6368.2%FinanceSLMSLM$277,704,334$277,704,334 ▲New Holding9,455,3746.4%FinanceDFSDiscover Financial Services$274,635,816$156,205,010 ▼-36.3%1,608,8806.3%FinanceLENLennar$251,323,206$47,658,722 ▲23.4%2,189,6085.8%ConstructionPRIPrimerica$237,484,103$5,465,821 ▼-2.2%834,6545.4%FinanceMPLXMplx$233,565,883$2,893,719 ▼-1.2%4,364,0865.3%EnergyRYAAYRyanair$232,055,787$5,396,625 ▼-2.3%5,476,8895.3%TransportationFNFFidelity National Financial$229,990,182$158,741,184 ▼-40.8%3,533,9615.3%FinanceMILLROSE PPTYS INC$210,988,133$210,988,133 ▲New Holding7,958,8134.8%COM CL AFGF&G Annuities & Life$190,674,326$4,011,572 ▼-2.1%5,289,1634.4%FinanceANAutoNation$182,978,506$53,621,103 ▼-22.7%1,130,0554.2%Retail/WholesaleBLDRBuilders FirstSource$155,122,755$155,122,755 ▲New Holding1,241,5783.6%Retail/WholesaleDHID.R. Horton$149,377,369$50,021,841 ▲50.3%1,174,9973.4%ConstructionCOFCapital One Financial$113,237,453$112,968,503 ▲42,003.5%631,5532.6%FinanceLADLithia Motors$112,099,697$67,712,927 ▼-37.7%381,8892.6%Retail/WholesaleAMAntero Midstream$34,533,504$257,616 ▼-0.7%1,918,5280.8%EnergyGOOGLAlphabet$3,380,1210.0%21,8580.1%Computer and TechnologyJPMJPMorgan Chase & Co.$1,384,2280.0%5,6430.0%FinanceCMCSAComcast$1,147,3690.0%31,0940.0%Consumer DiscretionaryICLRICON Public$874,950$349,980 ▲66.7%5,0000.0%MedicalHCAHCA Healthcare$664,493$501,048 ▼-43.0%1,9230.0%MedicalBACBank of America$606,4200.0%14,5320.0%FinanceGOOGAlphabet$592,1120.0%3,7900.0%Computer and TechnologyPGRProgressive$494,1350.0%1,7460.0%FinanceMSFTMicrosoft$478,6220.0%1,2750.0%Computer and TechnologyALLYAlly Financial$364,7000.0%10,0000.0%FinanceMARMarriott International$284,4110.0%1,1940.0%Consumer DiscretionaryAMZNAmazon.com$266,3640.0%1,4000.0%Retail/WholesaleUNHUnitedHealth Group$261,3510.0%4990.0%MedicalMAMastercard$231,3070.0%4220.0%Business ServicesMCOMoody's$219,3400.0%4710.0%FinanceVVisa$216,584$216,584 ▲New Holding6180.0%Business ServicesSPGIS&P Global$203,748$203,748 ▲New Holding4010.0%Business ServicesShowing 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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