Brave Warrior Advisors’s TD Synnex SNX Stock Holding History

Brave Warrior Advisors’s Portfolio SNX Stock Details SNX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$385M	Sell	1,441,630 -1,612,014	-53%	-$388M	8.4%	3
2026 Q1	$515M	Sell	3,053,644 -109,595	-3%	-$17.3M	12.75%	1
2025 Q4	$475M	Sell	3,163,239 -112,054	-3%	-$17.2M	11.13%	2
2025 Q3	$536M	Sell	3,275,293 -493,258	-13%	-$72.7M	12.45%	2
2025 Q2	$511M	Sell	3,768,551 -307,915	-8%	-$36.2M	11.72%	1
2025 Q1	$424M	Sell	4,076,466 -70,706	-2%	-$9.45M	9.71%	2
2024 Q4	$486M	Buy	4,147,172 +451,557	+12%	+$54.1M	12.1%	2
2024 Q3	$444M	Buy	3,695,615 +373,569	+11%	+$43.2M	9.21%	3
2024 Q2	$383M	Buy	3,322,046 +260,963	+9%	+$31.9M	8.5%	5
2024 Q1	$346M	Buy	+3,061,083	New	+$318M	7.24%	6

Other funds holding SNX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

ABI

Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Brave Warrior Advisors's SNX Position: Q2 2026 in Review

Brave Warrior Advisors reduced its TD Synnex (SNX) stake by 53% in Q2 2026, selling an estimated $388M and leaving 1,441,630 shares worth $385M. The position accounts for 8.4% of the portfolio, ranked #3.

Brave Warrior Advisors first reported a position in SNX in Q1 2024 and has held it in 10 quarters since. The position peaked at $536M in Q3 2025. 737 funds tracked by Wall St. Rank hold SNX as of Q2 2026.

Brave Warrior Advisors held 1,441,630 shares of TD Synnex worth $385M as of Q2 2026.
Brave Warrior Advisors sold 1,612,014 TD Synnex shares in Q2 2026, an estimated $388M.
TD Synnex made up 8.4% of Brave Warrior Advisors's portfolio in Q2 2026, its #3 holding.
Brave Warrior Advisors first reported a position in TD Synnex in Q1 2024 and has held it in 10 quarters since.
Brave Warrior Advisors's TD Synnex position peaked at $536M in Q3 2025.
737 funds tracked by Wall St. Rank held TD Synnex as of Q2 2026.

Based on Brave Warrior Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.