Brave Warrior Advisors, LLC
13F filer · CIK 1553733 · New York, NY
Summary
Brave Warrior Advisors, LLC reported $4.59B across 40 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are ICLR (11.9%), OMF (10.1%), SNX (8.4%). Versus 2026 Q1, leaving options aside, it opened 7 new positions, added to 6, trimmed 15 and sold out of 3.
Reported value$4.59B
Positions40
Report period2026 Q2
FiledAug 14, 2026
New positions7
Added6
Trimmed15
Sold out3
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 11.9%Value $547.76MPrice $170.35Shares 3.15M +5.22%Since Jun 30 -1.93%
Weight 10.1%Value $462.47MPrice $56.35Shares 7.59M -1.53%Since Jun 30 -7.58%
Weight 8.4%Value $385.41MPrice $258.19Shares 1.44M -52.79%Since Jun 30 -3.42%
Weight 8.2%Value $377.79MPrice $392.73Shares 977K -12.96%Since Jun 30 +1.55%
Weight 7.6%Value $347.11MPrice $22.89Shares 13.38M -1.50%Since Jun 30 -11.76%
Weight 6.4%Value $295.00MPrice $227.75Shares 1.29MSince Jun 30 -0.79%
Weight 6.2%Value $283.17MPrice $156.80Shares 1.52M -1.53%Since Jun 30 -15.60%
Weight 5.6%Value $256.32MPrice $55.49Shares 3.96M +30.25%Since Jun 30 -14.30%
Weight 5.4%Value $246.08MPrice $275.88Shares 866K -1.53%Since Jun 30 -2.93%
Weight 4.7%Value $214.75MPrice $83.01Shares 2.37M -1.53%Since Jun 30 -8.27%
Weight 4.6%Value $209.43MPrice $57.53Shares 2.34M -1.34%Since Jun 30 -35.71%
Weight 4.3%Value $198.41MPrice $196.46Shares 989K -1.53%Since Jun 30 -2.07%
Weight 3.9%Value $181.22MPrice $26.51Shares 6.03M -29.18%Since Jun 30 -11.78%
Weight 3.9%Value $179.16MPrice $57.05Shares 3.18M -2.24%Since Jun 30 +1.28%
Weight 3.5%Value $162.55MPrice $41.16Shares 3.45M -1.58%Since Jun 30 -12.72%
Weight 2.4%Value $111.49MPrice $139.40Shares 684K -1.31%Since Jun 30 -14.42%
Weight 1.4%Value $66.01MPrice $21.88Shares 2.48M -53.63%Since Jun 30 -17.71%
Weight 0.9%Value $41.49MPrice $20.25Shares 1.82M -0.88%Since Jun 30 -10.99%
Weight 0.2%Value $7.24MPrice $340.92Shares 20KSince Jun 30 -4.60%
Weight 0.0%Value $1.88MPrice $431.63Shares 4,833 +262.57%Since Jun 30 +10.71%
Weight 0.0%Value $1.85MPrice $334.98Shares 5,643Since Jun 30 +2.34%
Weight 0.0%Value $1.78MPrice $73.78Shares 24KSince Jun 30 -1.38%
Weight 0.0%Value $1.59MPrice $508.96Shares 4,275 +111.11%Since Jun 30 +36.44%
Weight 0.0%Value $1.34MPrice $337.32Shares 3,790Since Jun 30 -4.53%
Weight 0.0%Value $828.0KPrice $54.96Shares 15KSince Jun 30 -3.55%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 11.9% | $547.76M | -1.93% | +5.22% | Add | |
| 10.1% | $462.47M | -7.58% | -1.53% | Trim | |
| 8.4% | $385.41M | -3.42% | -52.79% | Trim | |
| 8.2% | $377.79M | +1.55% | -12.96% | Trim | |
| 7.6% | $347.11M | -11.76% | -1.50% | Trim | |
| 6.4% | $295.00M | -0.79% | — | New | |
| 6.2% | $283.17M | -15.60% | -1.53% | Trim | |
| 5.6% | $256.32M | -14.30% | +30.25% | Add | |
| 5.4% | $246.08M | -2.93% | -1.53% | Trim | |
| 4.7% | $214.75M | -8.27% | -1.53% | Trim | |
| 4.6% | $209.43M | -35.71% | -1.34% | Trim | |
| 4.3% | $198.41M | -2.07% | -1.53% | Trim | |
| 3.9% | $181.22M | -11.78% | -29.18% | Trim | |
| 3.9% | $179.16M | +1.28% | -2.24% | Trim | |
| 3.5% | $162.55M | -12.72% | -1.58% | Trim | |
| 2.4% | $111.49M | -14.42% | -1.31% | Trim | |
| 1.4% | $66.01M | -17.71% | -53.63% | Trim | |
| 0.9% | $41.49M | -10.99% | -0.88% | Trim | |
| 0.2% | $7.24M | -4.60% | — | Hold | |
| 0.0% | $1.88M | +10.71% | +262.57% | Add | |
| 0.0% | $1.85M | +2.34% | — | Hold | |
| 0.0% | $1.78M | -1.38% | — | Hold | |
| 0.0% | $1.59M | +36.44% | +111.11% | Add | |
| 0.0% | $1.34M | -4.53% | — | Hold | |
| 0.0% | $828.0K | -3.55% | — | Hold |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.