whale portfoliosLOADING
SEC filer: Brave Warrior Advisors, LLC · quarter ending 2026-06-30 · filed 2026-08-14 · $4.59B across 39 reported positions
| ICON PUB LTD CO | NEW POSITION | 0 → 3,153,308 sh | $547.8M |
| ICLR | EXITED | 2,996,811 → 0 sh | $331.6M |
| GALLAGHER ARTHUR J & CO | NEW POSITION | 0 → 1,285,022 sh | $295.0M |
| TD SYNNEX CORPORATION | TRIMMED | 3,053,644 → 1,441,630 sh | $129.8M |
| RYAAY | ADDED | 3,039,376 → 3,958,684 sh | $80.6M |
| FG | TRIMMED | 5,353,141 → 2,482,417 sh | $69.5M |
| MILLROSE PPTYS INC | TRIMMED | 8,515,897 → 6,030,725 sh | $57.2M |
| HCA | ADDED | 1,333 → 4,833 sh | $1.3M |
| # | Issuer | Weight | Value | Shares | Type |
|---|---|---|---|---|---|
| 1 | ICON PUB LTD COno ticker match — as filed | 11.9% | $547.8M | 3,153,308 | SHARES |
| 2 | ONEMAIN HLDGS INCno ticker match — as filed | 10.1% | $462.5M | 7,585,152 | SHARES |
| 3 | TD SYNNEX CORPORATIONno ticker match — as filed | 8.4% | $385.4M | 1,441,630 | SHARES |
| 4 | ELEVANCE HEALTH INC FORMERLYno ticker match — as filed | 8.2% | $377.8M | 976,885 | SHARES |
| 5 | SLMSLM CORP | 7.6% | $347.1M | 13,381,145 | SHARES |
| 6 | GALLAGHER ARTHUR J & COno ticker match — as filed | 6.4% | $295.0M | 1,285,022 | SHARES |
| 7 | ANAUTONATION INC | 6.2% | $283.2M | 1,524,124 |
| SHARES |
| 8 | RYAAYRYANAIR HOLDINGS PLC | 5.6% | $256.3M | 3,958,684 | SHARES |
| 9 | PRIPRIMERICA INC | 5.4% | $246.1M | 865,863 | SHARES |
| 10 | LENNAR CORPno ticker match — as filed | 4.7% | $214.7M | 2,373,177 | SHARES |
| 11 | BLDRBUILDERS FIRSTSOURCE INC | 4.6% | $209.4M | 2,340,571 | SHARES |
| 12 | CAPITAL ONE FINL CORPno ticker match — as filed | 4.3% | $198.4M | 988,973 | SHARES |
| 13 | MILLROSE PPTYS INCno ticker match — as filed | 3.9% | $181.2M | 6,030,725 | SHARES |
| 14 | MPLXMPLX LP | 3.9% | $179.2M | 3,180,534 | SHARES |
| 15 | FIDELITY NATL FINL INCno ticker match — as filed | 3.5% | $162.6M | 3,446,864 | SHARES |
| 16 | D R HORTON INCno ticker match — as filed | 2.4% | $111.5M | 684,478 | SHARES |
| 17 | FGF&G ANNUITIES & LIFE INC | 1.4% | $66.0M | 2,482,417 | SHARES |
| 18 | AMANTERO MIDSTREAM CORP | 0.9% | $41.5M | 1,823,631 | SHARES |
| 19 | GOOGLALPHABET INC | 0.2% | $8.6M | 24,048 | SHARES |
| 20 | HCAHCA HEALTHCARE INC | 0.0% | $1.9M | 4,833 | SHARES |
| 21 | JPMJPMORGAN CHASE & CO | 0.0% | $1.8M | 5,643 | SHARES |
| 22 | SUNBSUNBELT RENTALS HOLDINGS INC | 0.0% | $1.8M | 23,762 | SHARES |
| 23 | MSFTMICROSOFT CORP | 0.0% | $1.6M | 4,275 | SHARES |
| 24 | BANK OF AMER CORPno ticker match — as filed | 0.0% | $828K | 14,532 | SHARES |
| 25 | COMCAST CORP NEWno ticker match — as filed | 0.0% | $763K | 31,094 | 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.