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BWA

Brave Warrior Advisors Portfolio holdings

AUM $4.04B
1-Year Est. Return 1.15%
This Fund
S&P 500
This Quarter Est. Return
+2.75%
1 Year Est. Return
-1.15%
3 Year Est. Return
+55.54%
5 Year Est. Return
+82.81%
10 Year Est. Return
+256.35%
AUM
$4.31B
AUM Growth
-$54.7M
Cap. Flow
-$202M
Cap. Flow %
-4.68%
Top 10 Hldgs %
76.82%
Holding
36
New
1
Increased
4
Reduced
13
Closed
3

Top Buys

Rank Stock Value
1
ELV icon
Elevance Health
ELV
+$225M
2
KNTK icon
Kinetik
KNTK
+$68M
3
SLM icon
SLM Corp
SLM
+$34.9M
4
MPLX icon
MPLX
MPLX
+$9.76M
5
FNF icon
Fidelity National Financial
FNF
+$125K

Top Sells

Rank Stock Value
1
COF icon
Capital One
COF
+$190M
2
MRP
Millrose Properties Inc
MRP
+$80.3M
3
RYAAY icon
Ryanair
RYAAY
+$78.9M
4
SNX icon
TD Synnex
SNX
+$72.7M
5
DHI icon
D.R. Horton
DHI
+$70.4M

Sector Composition

Rank Sector Weight
1 Financials 36.12%
2 Consumer Discretionary 14.84%
3 Healthcare 13.81%
4 Technology 12.46%
5 Industrials 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PGR icon
26
Progressive
PGR
$125B
$431K 0.01%
1,746
– –
MAR icon
27
Marriott International
MAR
$92.3B
$311K 0.01%
1,194
– –
AMZN icon
28
Amazon
AMZN
$2.96T
$307K 0.01%
1,400
– –
MSFT icon
29
Microsoft
MSFT
$3.71T
$272K 0.01%
525
– –
META icon
30
Meta Platforms (Facebook)
META
$1.51T
$248K 0.01%
338
– –
MA icon
31
Mastercard
MA
$493B
$240K 0.01%
422
– –
MCO icon
32
Moody's
MCO
$82.7B
$224K 0.01%
471
– –
V icon
33
Visa
V
$677B
$211K ﹤0.01%
618
– –
SPGI icon
34
S&P Global
SPGI
$120B
– –
-401
Closed -$211K
TXN icon
35
Texas Instruments
TXN
$261B
– –
-1,010
Closed -$210K
UNH icon
36
UnitedHealth
UNH
$370B
– –
-1,499
Closed -$468K
1
2

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Brave Warrior Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Brave Warrior Advisors held 36 positions worth $4.31B, down 1.3% from $4.36B the previous quarter. Its ten largest holdings account for 77% of the portfolio.

Brave Warrior Advisors withdrew a net $202M in Q3 2025, closing 3 positions and reducing 13 holdings. Its most notable exit was UnitedHealth, an estimated $468K position sold in full.

By sector, the portfolio is most concentrated in Financials at 36% of assets, down from 41% a quarter earlier, followed by Consumer Discretionary and Healthcare.

Against the trend, Brave Warrior Advisors opened a new position in Kinetik worth $68.8M.

  • Brave Warrior Advisors's largest Q3 2025 buy was Kinetik: 1,608,928 shares worth $68.8M.
  • Brave Warrior Advisors added most to Elevance Health in Q3 2025, an estimated $225M increase.
  • Brave Warrior Advisors's biggest Q3 2025 reduction was Capital One, cutting an estimated $190M.
  • Brave Warrior Advisors fully exited UnitedHealth in Q3 2025, selling an estimated $468K.
  • Brave Warrior Advisors's ten largest holdings make up 77% of its $4.31B portfolio in Q3 2025.
  • Brave Warrior Advisors opened 1 new position and closed 3 in Q3 2025.
  • Brave Warrior Advisors's portfolio value fell 1.3% quarter-over-quarter to $4.31B.

Based on Brave Warrior Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.