Brave Warrior Advisors 13F, Q2 2026
Glenn Greenberg · quarter ending 30 June 2026 · filed 14 August 2026 · SEC CIK 1553733
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2026
The 25 largest of 40 positions. Weights are against the whole filed book. Changes are in shares held, against the Q1 2026 filing.
| Company | Ticker | Value | % of book | vs Q1 2026 |
|---|---|---|---|---|
| ICON PUB LTD CO | $547.76M | 11.9% | +5% shares | |
| ONEMAIN HLDGS INC | OMF | $462.47M | 10.1% | unchanged |
| TD SYNNEX CORPORATION | SNX | $385.41M | 8.4% | -53% shares |
| ELEVANCE HEALTH INC FORMERLY | ELV | $377.79M | 8.2% | -13% shares |
| SLM CORP | SLM | $347.11M | 7.6% | unchanged |
| GALLAGHER ARTHUR J & CO | AJG | $295.00M | 6.4% | new |
| AUTONATION INC | AN | $283.17M | 6.2% | unchanged |
| RYANAIR HOLDINGS PLC | RYAAY | $256.32M | 5.6% | +30% shares |
| PRIMERICA INC | PRI | $246.08M | 5.4% | unchanged |
| LENNAR CORP | LEN | $214.75M | 4.7% | unchanged |
| BUILDERS FIRSTSOURCE INC | BLDR | $209.43M | 4.6% | unchanged |
| CAPITAL ONE FINL CORP | COF | $198.41M | 4.3% | unchanged |
| MILLROSE PPTYS INC | MRP | $181.22M | 4.0% | -29% shares |
| MPLX LP | MPLX | $179.16M | 3.9% | -2% shares |
| FIDELITY NATL FINL INC | FNF | $162.55M | 3.5% | unchanged |
| D R HORTON INC | DHI | $111.49M | 2.4% | unchanged |
| F&G ANNUITIES & LIFE INC | FG | $66.01M | 1.4% | -54% shares |
| ANTERO MIDSTREAM CORP | AM | $41.49M | 0.9% | unchanged |
| ALPHABET INC | GOOGL | $7.24M | 0.2% | unchanged |
| HCA HEALTHCARE INC | HCA | $1.88M | 0.0% | +263% shares |
| JPMORGAN CHASE & CO | JPM | $1.85M | 0.0% | unchanged |
| SUNBELT RENTALS HOLDINGS INC | SUNB | $1.78M | 0.0% | unchanged |
| MICROSOFT CORP | MSFT | $1.59M | 0.0% | +111% shares |
| ALPHABET INC | GOOG | $1.34M | 0.0% | unchanged |
| BANK OF AMER CORP | BAC | $828.0K | 0.0% | unchanged |
What changed since Q1 2026
Against the Q1 2026 filing, Brave Warrior Advisors opened 7 new positions, added to 6, trimmed 5, left 22 unchanged and exited 3. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Added to
Other quarters
Source: SEC Form 13F-HR, accession 0001172661-26-003728, filed by Brave Warrior Advisors, LLC. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.