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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
+0.18%
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
$4.27B
AUM Growth
-$39M
Cap. Flow
-$13.6M
Cap. Flow %
-0.32%
Top 10 Hldgs %
78.18%
Holding
35
New
2
Increased
10
Reduced
7
Closed
2

Top Buys

Rank Stock Value
1
MRP
Millrose Properties Inc
MRP
+$101M
2
AN icon
AutoNation
AN
+$70.5M
3
BLDR icon
Builders FirstSource
BLDR
+$64.5M
4
LEN icon
Lennar Class A
LEN
+$49M
5
SLM icon
SLM Corp
SLM
+$32.2M

Top Sells

Rank Stock Value
1
ELV icon
Elevance Health
ELV
+$197M
2
KNTK icon
Kinetik
KNTK
+$68.8M
3
RYAAY icon
Ryanair
RYAAY
+$66.8M
4
SNX icon
TD Synnex
SNX
+$17.2M
5
OMF icon
OneMain Financial
OMF
+$3.34M

Sector Composition

Rank Sector Weight
1 Financials 39.34%
2 Consumer Discretionary 15.7%
3 Technology 11.14%
4 Industrials 10.9%
5 Healthcare 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMZN icon
26
Amazon
AMZN
$2.96T
$323K 0.01%
1,400
– –
MSFT icon
27
Microsoft
MSFT
$3.71T
$254K 0.01%
525
– –
AMAT icon
28
Applied Materials
AMAT
$428B
$247K 0.01%
+961
New +$230K
MA icon
29
Mastercard
MA
$493B
$241K 0.01%
422
– –
MCO icon
30
Moody's
MCO
$82.7B
$241K 0.01%
471
– –
META icon
31
Meta Platforms (Facebook)
META
$1.51T
$223K 0.01%
338
– –
V icon
32
Visa
V
$677B
$217K 0.01%
618
– –
SPGI icon
33
S&P Global
SPGI
$120B
$210K ﹤0.01%
+401
New +$198K
ICLR icon
34
Icon
ICLR
$12.7B
– –
-3,000
Closed -$525K
KNTK icon
35
Kinetik
KNTK
$7.98B
– –
-1,608,928
Closed -$68.8M
1
2

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CA
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MGP
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MAM
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GCM
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Brave Warrior Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Brave Warrior Advisors held 35 positions worth $4.27B, down 0.91% from $4.31B the previous quarter. Its ten largest holdings account for 78% of the portfolio.

Brave Warrior Advisors's Q4 2025 filing shows 2 new, 10 increased, 7 reduced and 2 closed positions. Its largest new stake was Applied Materials: 961 shares worth $247K. The largest sale was Elevance Health, an estimated $197M.

By sector, the portfolio is most concentrated in Financials at 39% of assets, up from 36% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Brave Warrior Advisors's largest Q4 2025 buy was Applied Materials: 961 shares worth $247K.
  • Brave Warrior Advisors added most to Millrose Properties Inc in Q4 2025, an estimated $101M increase.
  • Brave Warrior Advisors's biggest Q4 2025 reduction was Elevance Health, cutting an estimated $197M.
  • Brave Warrior Advisors fully exited Kinetik in Q4 2025, selling an estimated $68.8M.
  • Brave Warrior Advisors's ten largest holdings make up 78% of its $4.27B portfolio in Q4 2025.
  • Brave Warrior Advisors opened 2 new positions and closed 2 in Q4 2025.
  • Brave Warrior Advisors's portfolio value fell 0.91% quarter-over-quarter to $4.27B.

Based on Brave Warrior Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.