§ 13F · FUND PROFILE
Brave Warrior Advisors, LLC.
AUM · $4.6B (13F)Positions · 40Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$297M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ICLR | ICON PUB LTD CO | 3.15M | $548M | 11.9% | +5% |
| 2 | OMF | ONEMAIN HLDGS INC | 7.59M | $462M | 10.1% | −2% |
| 3 | SNX | TD SYNNEX CORPORATION | 1.44M | $385M | 8.4% | −53% |
| 4 | ELV | ELEVANCE HEALTH INC FORMERLY | 977K | $378M | 8.2% | −13% |
| 5 | SLM | SLM CORP | 13.38M | $347M | 7.6% | −1% |
| 6 | AJG | GALLAGHER ARTHUR J & CO | 1.29M | $295M | 6.4% | NEW |
| 7 | AN | AUTONATION INC | 1.52M | $283M | 6.2% | −2% |
| 8 | RYAAY | RYANAIR HOLDINGS PLC | 3.96M | $256M | 5.6% | +30% |
| 9 | PRI | PRIMERICA INC | 866K | $246M | 5.4% | −2% |
| 10 | LEN | LENNAR CORP | 2.37M | $215M | 4.7% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BRAVE SIGNAL
AC read
Brave Warrior Advisors, LLC is a Other fund managing $4.6 billion in assets. The fund runs a portfolio of 40 positions.
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