Brave Warrior Advisors, LLC — 13F holdings

Brave Warrior Advisors, LLC reported 40 holdings worth $4.59B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. ICLR ICON PLC — $548M (11.9%)
2. OMF ONEMAIN HLDGS INC — $462M (10.1%)
3. SNX TD SYNNEX CORPORATION — $385M (8.4%)
4. ELV ELEVANCE HEALTH INC — $378M (8.2%)
5. SLM SLM CORP — $347M (7.6%)
6. AJG GALLAGHER ARTHUR J & CO — $295M (6.4%)
7. AN AUTONATION INC — $283M (6.2%)
8. RYAAY RYANAIR HOLDINGS PLC — $256M (5.6%)
9. PRI PRIMERICA INC — $246M (5.4%)
10. LEN LENNAR CORP — $215M (4.7%)