StockDrifts LogoStockDrifts

Brave Warrior Advisors LLC

Portfolio Manager
Brave Warrior Advisors LLC
Performance
-10.91% (2026 Q1)
AUM (13F)
$4.04B
# of Holdings
36
Performance Rank
Allocation (Top 20)
99.79%

Brave Warrior Advisors LLC Holdings Map

Top 35 Brave Warrior Advisors LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SNX
TD SYNNEX CORPORATION
12.75%3.05M$515.2M
-3.46%(-109.59K)
2025-Q1: 4.08M shares2025-Q2: 3.77M shares2025-Q3: 3.28M shares2025-Q4: 3.16M shares2026-Q1: 3.05M shares
$112.17(+118.09%)
2026-03-31
OMF
ONEMAIN HLDGS INC
10.2%7.70M$412.0M
-0.46%(-35.99K)
2025-Q1: 7.34M shares2025-Q2: 7.87M shares2025-Q3: 7.79M shares2025-Q4: 7.74M shares2026-Q1: 7.70M shares
$41.61(+42.99%)
2026-03-31
ICLR
ICON PLC
8.21%3.00M$331.6Mnew2025-Q1: 5.0K shares2025-Q2: 5.0K shares2025-Q3: 3.0K shares2025-Q4: 0 shares2026-Q1: 3.00M shares
$146.52(+18.12%)
2026-03-31
ELV
ELEVANCE HEALTH INC FORMERLY
8.13%1.12M$328.6M
-10.34%(-129.50K)
2025-Q1: 1.58M shares2025-Q2: 1.11M shares2025-Q3: 1.83M shares2025-Q4: 1.25M shares2026-Q1: 1.12M shares
$371.12(+12.60%)
2026-03-31
AN
AUTONATION INC
7.48%1.55M$302.2M
-0.32%(-5.01K)
2025-Q1: 1.13M shares2025-Q2: 1.21M shares2025-Q3: 1.21M shares2025-Q4: 1.55M shares2026-Q1: 1.55M shares
$171.99(+8.39%)
2026-03-31
SLM
SLM CORP
7.2%13.58M$290.8M
+5.86%(+752.40K)
2025-Q1: 9.46M shares2025-Q2: 10.54M shares2025-Q3: 11.66M shares2025-Q4: 12.83M shares2026-Q1: 13.58M shares
$28.48(-10.11%)
2026-03-31
MRP
MILLROSE PPTYS INC
5.9%8.52M$238.4M
-0.98%(-84.33K)
2025-Q1: 7.96M shares2025-Q2: 7.86M shares2025-Q3: 5.38M shares2025-Q4: 8.60M shares2026-Q1: 8.52M shares
$28.47(+4.56%)
2026-03-31
PRI
PRIMERICA INC
5.45%879.3K$220.3M
+12.72%(+99.20K)
2025-Q1: 834.7K shares2025-Q2: 824.0K shares2025-Q3: 753.0K shares2025-Q4: 780.1K shares2026-Q1: 879.3K shares
$122.15(+143.18%)
2026-03-31
LEN
LENNAR CORP
5.18%2.41M$209.3M
-0.06%(-1.36K)
2025-Q1: 2.19M shares2025-Q2: 2.16M shares2025-Q3: 2.01M shares2025-Q4: 2.41M shares2026-Q1: 2.41M shares
$131.98(-33.16%)
2026-03-31
BLDR
BUILDERS FIRSTSOURCE INC
4.83%2.37M$195.3M
-0.29%(-6.85K)
2025-Q1: 1.24M shares2025-Q2: 1.83M shares2025-Q3: 1.81M shares2025-Q4: 2.38M shares2026-Q1: 2.37M shares
$125.42(-32.47%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Brave Warrior Advisors LLC, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all