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Asset Manager ← All Institutions

Brave Warrior Advisors, LLC

Q1 2026 · Filed 2026-02-17
Market Value
$0
-100.0%
Holdings
33
-2
New Purchases
0
Added To
0
Closed
33
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 10 $0 0%
Large Cap 16 $0 0%
Mid Cap 7 $0 0%

Portfolio Analytics

Avg Market Cap
$621.0B
Median Market Cap
$87.4B
Avg P/E
19.3
Median P/E
16.6
Avg Dividend Yield
0.02%
Avg Beta
1.07
# Stocks
33
# ETFs / Funds
0

Top Holdings (33 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 JPM —% -$2M -5,643 -100.0% SOLD
2 AN —% -$321M -1,552,741 -100.0% SOLD
3 HCA —% -$2M -3,923 -100.0% SOLD
4 MPLX —% -$239M -4,474,115 -100.0% SOLD
5 LEN —% -$248M -2,411,414 -100.0% SOLD
6 V —% -$217K -618 -100.0% SOLD
7 MCO —% -$241K -471 -100.0% SOLD
8 DHI —% -$101M -701,822 -100.0% SOLD
9 BAC —% -$1M -26,532 -100.0% SOLD
10 ANTM —% -$439M -1,251,803 -100.0% SOLD
11 SNX —% -$475M -3,163,239 -100.0% SOLD
12 SPGI —% -$210K -401 -100.0% SOLD
13 MRP —% -$257M -8,600,224 -100.0% SOLD
14 FNF —% -$192M -3,519,089 -100.0% SOLD
15 OMF —% -$523M -7,739,293 -100.0% SOLD
16 BLDR —% -$245M -2,379,145 -100.0% SOLD
17 AM —% -$33M -1,847,972 -100.0% SOLD
18 AMAT —% -$247K -961 -100.0% SOLD
19 MSFT —% -$254K -525 -100.0% SOLD
20 GOOG —% -$1M -3,790 -100.0% SOLD
21 GOOGL —% -$6M -20,258 -100.0% SOLD
22 SLM —% -$347M -12,831,965 -100.0% SOLD
23 CMCSA —% -$929K -31,094 -100.0% SOLD
24 RYAAY —% -$221M -3,056,698 -100.0% SOLD
25 MA —% -$241K -422 -100.0% SOLD
26 META —% -$223K -338 -100.0% SOLD
27 MAR —% -$370K -1,194 -100.0% SOLD
28 AMZN —% -$323K -1,400 -100.0% SOLD
29 PGR —% -$398K -1,746 -100.0% SOLD
30 PRI —% -$202M -780,125 -100.0% SOLD
31 COF —% -$245M -1,008,862 -100.0% SOLD
32 FG —% -$166M -5,377,029 -100.0% SOLD
33 USB —% -$800K -15,000 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
AN —%
AM —%
BLDR —%
OMF —%
FNF —%
MRP —%
SPGI —%
SNX —%
JPM —%
BAC —%
DHI —%
MCO —%
V —%
LEN —%
MPLX —%
View SEC EDGAR Filings for Brave Warrior Advisors, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms