Brave Warrior Advisors, LLC
CIK 1553733
13F filing for Q2 2026・No. 970
- Holdings
- US$4.59B
- Quarter change
- +US$548.27M
- Entries
- 40
- Net bought (estimate)
- −US$291.4M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 7
- Sold out 3
- Cut 15
- Added 6
- Corporate actions 0
- Unchanged 12
Largest holdings
40 stocks worth US$4.59B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ICON PUB LTD COSHS | Added | 3,153,308 | US$547.76M | 11.94% |
| OMFONEMAIN HLDGS INCCOM | Cut | 7,585,152 | US$462.47M | 10.08% |
| SNXTD SYNNEX CORPORATIONCOM | Cut | 1,441,630 | US$385.41M | 8.40% |
| ELVELEVANCE HEALTH INC FORMERLYCOM | Cut | 976,885 | US$377.79M | 8.23% |
| SLMSLM CORPCOM | Cut | 13,381,145 | US$347.11M | 7.56% |
| AJGGALLAGHER ARTHUR J & COCOM | New | 1,285,022 | US$295M | 6.43% |
| ANAUTONATION INCCOM | Cut | 1,524,124 | US$283.17M | 6.17% |
| RYAAYRYANAIR HOLDINGS PLCSPONSORED ADR | Added | 3,958,684 | US$256.32M | 5.59% |
| PRIPRIMERICA INCCOM | Cut | 865,863 | US$246.08M | 5.36% |
| LENLENNAR CORPCL A | Cut | 2,373,177 | US$214.75M | 4.68% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.