StockDriftsStockDriftsTop 39 Brave Warrior Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ICLR | ICON PUB LTD CO | 11.94% | 3.15M | $547.8M | +5.22%(+156.50K) | $146.16(+14.19%) | 2026-06-30 | |
| OMF | ONEMAIN HLDGS INC | 10.08% | 7.59M | $462.5M | -1.53%(-118.16K) | $41.61(+57.84%) | 2026-06-30 | |
| SNX | TD SYNNEX CORPORATION | 8.4% | 1.44M | $385.4M | -52.79%(-1.61M) | $112.17(+130.66%) | 2026-06-30 | |
| ELV | ELEVANCE HEALTH INC FORMERLY | 8.23% | 976.9K | $377.8M | -12.96%(-145.42K) | $371.12(+6.86%) | 2026-06-30 | |
| SLM | SLM CORP | 7.56% | 13.38M | $347.1M | -1.50%(-203.22K) | $28.48(-1.58%) | 2026-06-30 | |
| AJG | GALLAGHER ARTHUR J & CO | 6.43% | 1.29M | $295.0M | new | $222.76(+11.31%) | 2026-06-30 | |
| AN | AUTONATION INC | 6.17% | 1.52M | $283.2M | -1.53%(-23.60K) | $171.99(+21.76%) | 2026-06-30 | |
| RYAAY | RYANAIR HOLDINGS PLC | 5.59% | 3.96M | $256.3M | +30.25%(+919.31K) | $49.23(+17.71%) | 2026-06-30 | |
| PRI | PRIMERICA INC | 5.36% | 865.9K | $246.1M | -1.53%(-13.46K) | $122.15(+156.80%) | 2026-06-30 | |
| LEN | LENNAR CORP | 4.68% | 2.37M | $214.7M | -1.53%(-36.87K) | $131.98(-34.67%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.07% | +48.44% | +14.02% | +92.70% |
| Top 20 Holdings Unweighted | +15.64% | +54.65% | +14.13% | +93.67% |
Brave Warrior Advisors LLC reports $4.59B in US-listed equity holdings across 40 positions in its most recent 13F filing. Its largest disclosed positions are ICLR (11.9%), OMF (10.1%) and SNX (8.4%). The top 20 holdings account for 99.68% of reported assets. Its disclosed equity book has returned +48.44% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Brave Warrior Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1553733). View Brave Warrior Advisors LLC’s 13F filings on SEC