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SEC filer: Brave Warrior Advisors, LLC · quarter ending 2026-03-31 · filed 2026-05-15 · $4.04B across 35 reported positions
| ICLR | NEW POSITION | 0 → 2,996,811 sh | $331.6M |
| FIDELITY NATIONAL FINANCIAL | EXITED | 3,519,089 → 0 sh | $192.1M |
| FIDELITY NATL FINL INC | NEW POSITION | 0 → 3,502,213 sh | $162.4M |
| MPLX | TRIMMED | 4,474,115 → 3,253,524 sh | $53.1M |
| SUNB | NEW POSITION | 0 → 23,762 sh | $1.5M |
| HCA | TRIMMED | 3,923 → 1,333 sh | $1.2M |
| US BANCORP DEL | EXITED | 15,000 → 0 sh | $800K |
| BANK AMERICA CORP | TRIMMED | 26,532 → 14,532 sh | $751K |
| # | Issuer | Weight | Value | Shares | Type |
|---|---|---|---|---|---|
| 1 | TD SYNNEX CORPORATIONno ticker match — as filed | 12.8% | $515.2M | 3,053,644 | SHARES |
| 2 | ONEMAIN HLDGS INCno ticker match — as filed | 10.2% | $412.0M | 7,703,307 | SHARES |
| 3 | ICLRICON PLC | 8.2% | $331.6M | 2,996,811 | SHARES |
| 4 | ELEVANCE HEALTH INC FORMERLYno ticker match — as filed | 8.1% | $328.6M | 1,122,308 | SHARES |
| 5 | ANAUTONATION INC | 7.5% | $302.2M | 1,547,728 | SHARES |
| 6 | SLMSLM CORP | 7.2% | $290.8M | 13,584,368 | SHARES |
| 7 | MILLROSE PPTYS INCno ticker match — as filed |
| $238.4M |
| 8,515,897 |
| SHARES |
| 8 | PRIPRIMERICA INC | 5.5% | $220.3M | 879,323 | SHARES |
| 9 | LENNAR CORPno ticker match — as filed | 5.2% | $209.3M | 2,410,050 | SHARES |
| 10 | BLDRBUILDERS FIRSTSOURCE INC | 4.8% | $195.3M | 2,372,292 | SHARES |
| 11 | MPLXMPLX LP | 4.6% | $185.7M | 3,253,524 | SHARES |
| 12 | CAPITAL ONE FINL CORPno ticker match — as filed | 4.5% | $183.2M | 1,004,304 | SHARES |
| 13 | RYAAYRYANAIR HOLDINGS PLC | 4.3% | $175.7M | 3,039,376 | SHARES |
| 14 | FIDELITY NATL FINL INCno ticker match — as filed | 4.0% | $162.4M | 3,502,213 | SHARES |
| 15 | F&G ANNUITIES & LIFE INCno ticker match — as filed | 3.4% | $135.5M | 5,353,141 | SHARES |
| 16 | D R HORTON INCno ticker match — as filed | 2.4% | $95.2M | 693,561 | SHARES |
| 17 | AMANTERO MIDSTREAM CORP | 1.0% | $41.9M | 1,839,879 | SHARES |
| 18 | GOOGLALPHABET INC | 0.2% | $6.9M | 24,048 | SHARES |
| 19 | JPMORGAN CHASE & COno ticker match — as filed | 0.0% | $1.7M | 5,643 | SHARES |
| 20 | SUNBSUNBELT RENTALS HOLDINGS INC | 0.0% | $1.5M | 23,762 | SHARES |
| 21 | COMCAST CORP NEWno ticker match — as filed | 0.0% | $893K | 31,094 | SHARES |
| 22 | MSFTMICROSOFT CORP | 0.0% | $750K | 2,025 | SHARES |
| 23 | BANK AMERICA CORPno ticker match — as filed | 0.0% | $708K | 14,532 | SHARES |
| 24 | HCAHCA HEALTHCARE INC | 0.0% | $631K | 1,333 | SHARES |
| 25 | ARES MANAGEMENT CORPORATIONno ticker match — as filed | 0.0% | $546K | 5,000 | SHARES |
Values as reported in the filing's information table; duplicate issuer lines (share classes/lots) aggregated. 13Fs disclose long US positions only — shorts, futures, and most foreign holdings are invisible here. Educational only — not investment advice, and a quarter old by design.