SEC EDGAR Form 13F
Brave Warrior Advisors
Brave Warrior Advisors is an institutional investment manager identified in SEC EDGAR Form 13F data.
Latest Form 13F: 36 long U.S. equity positions, $4.0B reported value for the period ended Mar 31, 2026, led by TD SYNNEX CORPORATION, ONEMAIN HLDGS INC, and ICON PLC.
CIK: 1553733 · Filed: May 15, 2026 · Period: Mar 31, 2026
Reported value
$4.0B
Positions
36
Key person
13F reporting manager
Style
Institutional 13F
Top holding
SNX · TD SYNNEX CORPORATION
Period
Mar 31, 2026
Filed
May 15, 2026
CIK
1553733
What a 13F does not show
Form 13F covers many reportable long U.S. equity positions at quarter end. It does not show every asset type, short positions, hedges, intraperiod trades, or current holdings after the report date. Use it as ownership context, not investment advice.
Read the 13F guide →SNX
TD SYNNEX CORPORATION
Portfolio weight
12.75%
OMF
ONEMAIN HLDGS INC
Portfolio weight
10.20%
ICLR
ICON PLC
Portfolio weight
8.21%
ELV
ELEVANCE HEALTH INC FORMERLY
Portfolio weight
8.13%
AN
AUTONATION INC
Portfolio weight
7.48%
Top reported holdings
Showing the top 36 positions by reported value. Source: SEC EDGAR Form 13F; period 2026-03-31; filed 2026-05-15.
| # | Ticker | Company | Shares | Value | Portfolio % | QoQ change |
|---|---|---|---|---|---|---|
| 1 | SNX | TD SYNNEX CORPORATION | 3.1M | $515M | 12.75% | -3.5% |
| 2 | OMF | ONEMAIN HLDGS INC | 7.7M | $412M | 10.20% | -0.5% |
| 3 | ICLR | ICON PLC | 3.0M | $332M | 8.21% | -- |
| 4 | ELV | ELEVANCE HEALTH INC FORMERLY | 1.1M | $329M | 8.13% | -10.3% |
| 5 | AN | AUTONATION INC | 1.5M | $302M | 7.48% | -0.3% |
| 6 | SLM | SLM CORP | 13.6M | $291M | 7.20% | +5.9% |
| 7 | MRP | MILLROSE PPTYS INC | 8.5M | $238M | 5.90% | -1.0% |
| 8 | PRI | PRIMERICA INC | 879.3K | $220M | 5.45% | +12.7% |
| 9 | LEN | LENNAR CORP | 2.4M | $209M | 5.18% | -0.1% |
| 10 | BLDR | BUILDERS FIRSTSOURCE INC | 2.4M | $195M | 4.83% | -0.3% |
| 11 | MPLX | MPLX LP | 3.3M | $186M | 4.60% | -27.3% |
| 12 | COF | CAPITAL ONE FINL CORP | 1.0M | $183M | 4.53% | -0.5% |
| 13 | RYAAY | RYANAIR HOLDINGS PLC | 3.0M | $176M | 4.35% | -0.6% |
| 14 | FNF | FIDELITY NATL FINL INC | 3.5M | $162M | 4.02% | -0.5% |
| 15 | FG | F&G ANNUITIES & LIFE INC | 5.4M | $136M | 3.35% | -0.4% |
| 16 | DHI | D R HORTON INC | 693.6K | $95M | 2.36% | -1.2% |
| 17 | AM | ANTERO MIDSTREAM CORP | 1.8M | $42M | 1.04% | -0.4% |
| 18 | GOOGL | ALPHABET INC | 20.3K | $6M | 0.14% | +0.0% |
| 19 | JPM | JPMORGAN CHASE & CO | 5.6K | $2M | 0.04% | +0.0% |
| 20 | -- | SUNBELT RENTALS HOLDINGS INC | 23.8K | $2M | 0.04% | -- |
| 21 | GOOG | ALPHABET INC | 3.8K | $1M | 0.03% | +0.0% |
| 22 | CMCSA | COMCAST CORP NEW | 31.1K | $892,709.00 | 0.02% | +0.0% |
| 23 | MSFT | MICROSOFT CORP | 2.0K | $749,594.00 | 0.02% | +285.7% |
| 24 | BAC | BANK AMERICA CORP | 14.5K | $708,435.00 | 0.02% | -45.2% |
| 25 | HCA | HCA HEALTHCARE INC | 1.3K | $630,829.00 | 0.02% | -66.0% |
| 26 | ARES | ARES MANAGEMENT CORPORATION | 5.0K | $545,500.00 | 0.01% | -- |
| 27 | APO | APOLLO GLOBAL MGMT INC | 4.5K | $501,390.00 | 0.01% | -- |
| 28 | MAR | MARRIOTT INTL INC NEW | 1.2K | $390,522.00 | 0.01% | +0.0% |
| 29 | PGR | PROGRESSIVE CORP | 1.8K | $354,651.00 | 0.01% | +2.5% |
| 30 | AMAT | APPLIED MATLS INC | 961 | $328,460.00 | 0.01% | +0.0% |
| 31 | FAF | FIRST AMERN FINL CORP | 5.0K | $301,450.00 | 0.01% | -- |
| 32 | AMZN | AMAZON COM INC | 1.4K | $291,578.00 | 0.01% | +0.0% |
| 33 | ET | ENERGY TRANSFER L P | 15.0K | $289,500.00 | 0.01% | -- |
| 34 | META | META PLATFORMS INC | 373 | $213,404.00 | 0.01% | +10.4% |
| 35 | MA | MASTERCARD INCORPORATED | 422 | $210,857.00 | 0.01% | +0.0% |
| 36 | MCO | MOODYS CORP | 471 | $205,474.00 | 0.01% | +0.0% |
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