Brave Warrior Advisors, LLC

Investment Portfolio & 13F Holdings Analysis

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-15
Total Holdings
35
Total Value
4366367489
Accession Number
0001172661-25-002393
Form Type
13F-HR
Manager Name
Brave Warrior Advisors, LLC
Data Enrichment
97% identified
34 identified1 unidentified

Holdings

35 positions
Manager:
Search and click to pin securities to the top
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Elevance Health, Inc.
Shares:
1577570(-3.2%)
Value:
$686.2B(+14.1%)
TD SYNNEX CORP
Shares:
4076466(-1.7%)
Value:
$423.8B(-12.9%)
OneMain Holdings, Inc.
Shares:
7343636(-1.3%)
Value:
$359.0B(-7.4%)
SLM Corp
Shares:
9455374
Value:
$277.7B
Discover Financial Services
Shares:
1608880(-36.3%)
Value:
$274.6B(-37.2%)
LENNAR CORP /NEW/
Shares:
2189608(+23.4%)
Value:
$251.3B(+3.9%)
Primerica, Inc.
Shares:
834654(-2.2%)
Value:
$237.5B(+2.5%)
Shares:
4364086(-1.2%)
Value:
$233.6B(+10.4%)
RYANAIR HOLDINGS PLC
Shares:
5476889(-2.3%)
Value:
$232.1B(-5.0%)
Fidelity National Financial, Inc.
Shares:
3533961(-40.8%)
Value:
$230.0B(-31.4%)
601137102
Shares:
7958813
Value:
$211.0B
F&G Annuities & Life, Inc.
Shares:
5289163(-2.1%)
Value:
$190.7B(-14.8%)
AUTONATION, INC.
Shares:
1130055(-22.7%)
Value:
$183.0B(-26.3%)
Builders FirstSource, Inc.
Shares:
1241578
Value:
$155.1B
HORTON D R INC /DE/
Shares:
1174997(+50.3%)
Value:
$149.4B(+36.7%)
CAPITAL ONE FINANCIAL CORP
Shares:
631553(+42003.5%)
Value:
$113.2B(+42234.9%)
LITHIA MOTORS INC
Shares:
381889(-37.6%)
Value:
$112.1B(-48.8%)
Antero Midstream Corp
Shares:
1918528(-0.7%)
Value:
$34.5B(+18.4%)
Alphabet Inc.
Shares:
21858(+0.0%)
Value:
$3.4B(-18.3%)
JPMORGAN CHASE & CO
Shares:
5643(+0.0%)
Value:
$1.4B(+2.3%)