Brave Warrior Advisors, LLC Top Holdings and 13F Report (2025) About Brave Warrior Advisors, LLCInvestment ActivityBrave Warrior Advisors, LLC has $4.02 billion in total holdings as of December 31, 2024.Brave Warrior Advisors, LLC owns shares of 30 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 4.01% of the portfolio was purchased this quarter.About 17.70% of the portfolio was sold this quarter.This quarter, Brave Warrior Advisors, LLC has purchased 32 new stocks and bought additional shares in 6 stocks.Brave Warrior Advisors, LLC sold shares of 10 stocks and completely divested from 4 stocks this quarter.Largest Holdings Elevance Health $601,298,515TD SYNNEX $486,380,332Discover Financial Services $437,226,457OneMain $387,725,737Fidelity National Financial $335,331,574 Largest New Holdings this Quarter ICON Public $629,130 HoldingCapital One Financial $267,480 Holding Largest Purchases this Quarter AutoNation 488,904 shares (about $83.04M)TD SYNNEX 451,557 shares (about $52.96M)Ryanair 500,239 shares (about $21.81M)OneMain 35,448 shares (about $1.85M)ICON Public 3,000 shares (about $629.13K) Largest Sales this Quarter Primerica 606,307 shares (about $164.56M)Discover Financial Services 930,741 shares (about $161.23M)Lithia Motors 241,985 shares (about $86.49M)Elevance Health 11,436 shares (about $4.22M)D.R. Horton 21,534 shares (about $3.01M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBrave Warrior Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorELVElevance Health$601,298,515$4,218,740 ▼-0.7%1,629,97715.0%MedicalSNXTD SYNNEX$486,380,332$52,958,605 ▲12.2%4,147,17212.1%Computer and TechnologyDFSDiscover Financial Services$437,226,457$161,232,263 ▼-26.9%2,523,96510.9%FinanceOMFOneMain$387,725,737$1,847,904 ▲0.5%7,437,6709.6%FinanceFNFFidelity National Financial$335,331,574$2,089,587 ▼-0.6%5,973,1318.3%FinanceANAutoNation$248,172,416$83,035,455 ▲50.3%1,461,2136.2%Retail/WholesaleRYAAYRyanair$244,289,606$21,805,418 ▲9.8%5,604,2586.1%TransportationLENLennar$241,973,564$881,223 ▼-0.4%1,774,3906.0%ConstructionPRIPrimerica$231,755,767$164,563,846 ▼-41.5%853,8645.8%FinanceFGF&G Annuities & Life$223,794,275$2,309,410 ▼-1.0%5,400,4415.6%FinanceLADLithia Motors$218,949,465$86,492,698 ▼-28.3%612,5665.4%Retail/WholesaleMPLXMplx$211,452,850$708,902 ▼-0.3%4,418,1545.3%Oils/EnergyDHID.R. Horton$109,273,105$3,010,884 ▼-2.7%781,5272.7%ConstructionAMAntero Midstream$29,166,556$511,672 ▲1.8%1,932,8400.7%Oils/EnergyGOOGLAlphabet$4,137,7190.0%21,8580.1%Computer and TechnologyJPMJPMorgan Chase & Co.$1,352,6840.0%5,6430.0%FinanceCMCSAComcast$1,166,9580.0%31,0940.0%Consumer DiscretionaryHCAHCA Healthcare$1,012,4060.0%3,3730.0%MedicalGOOGAlphabet$721,7680.0%3,7900.0%Computer and TechnologyBACBank of America$638,681$351,600 ▼-35.5%14,5320.0%FinanceICLRICON Public$629,130$629,130 ▲New Holding3,0000.0%MedicalMSFTMicrosoft$537,412$316,125 ▲142.9%1,2750.0%Computer and TechnologyPGRProgressive$418,3590.0%1,7460.0%FinanceALLYAlly Financial$360,1000.0%10,0000.0%FinanceMARMarriott International$333,0540.0%1,1940.0%Consumer DiscretionaryAMZNAmazon.com$307,1460.0%1,4000.0%Retail/WholesaleCOFCapital One Financial$267,480$267,480 ▲New Holding1,5000.0%FinanceUNHUnitedHealth Group$252,4240.0%4990.0%MedicalMCOMoody's$222,9570.0%4710.0%FinanceMAMastercard$222,2130.0%4220.0%Business ServicesAPOApollo Global Management$0$284,478,278 ▼-100.0%00.0%FinanceDLTRDollar Tree$0$501,100 ▼-100.0%00.0%Retail/WholesaleTXNTexas Instruments$0$208,636 ▼-100.0%00.0%Computer and TechnologySPGIS&P Global$0$207,165 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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