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BWA

Brave Warrior Advisors Portfolio holdings

AUM $4.59B
1-Year Est. Return 9.32%
This Fund
S&P 500
This Quarter Est. Return
+1.53%
1 Year Est. Return
+9.32%
3 Year Est. Return
+63.53%
5 Year Est. Return
+107%
10 Year Est. Return
+320.03%
AUM
$4.37B
AUM Growth
+$347M
Cap. Flow
+$354M
Cap. Flow %
8.11%
Top 10 Hldgs %
73.42%
Holding
35
New
5
Increased
4
Reduced
13
Closed
–

Top Buys

Rank Stock Value
1
SLM icon
SLM Corp
SLM
+$277M
2
MRP
Millrose Properties Inc
MRP
+$186M
3
BLDR icon
Builders FirstSource
BLDR
+$181M
4
COF icon
Capital One
COF
+$119M
5
DHI icon
D.R. Horton
DHI
+$52.8M

Top Sells

Rank Stock Value
1
DFS
Discover Financial Services
DFS
+$167M
2
FNF icon
Fidelity National Financial
FNF
+$147M
3
LAD icon
Lithia Motors
LAD
+$78.6M
4
AN icon
AutoNation
AN
+$59.1M
5
ELV icon
Elevance Health
ELV
+$21M

Sector Composition

Rank Sector Weight
1 Financials 38.62%
2 Consumer Discretionary 15.95%
3 Healthcare 15.76%
4 Technology 9.72%
5 Industrials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PGR icon
26
Progressive
PGR
$127B
$494K 0.01%
1,746
– –
MSFT icon
27
Microsoft
MSFT
$3.67T
$479K 0.01%
1,275
– –
ALLY icon
28
Ally Financial
ALLY
$12.5B
$365K 0.01%
10,000
– –
MAR icon
29
Marriott International
MAR
$87.9B
$284K 0.01%
1,194
– –
AMZN icon
30
Amazon
AMZN
$2.67T
$266K 0.01%
1,400
– –
UNH icon
31
UnitedHealth
UNH
$340B
$261K 0.01%
499
– –
MA icon
32
Mastercard
MA
$499B
$231K 0.01%
422
– –
MCO icon
33
Moody's
MCO
$81.4B
$219K 0.01%
471
– –
V icon
34
Visa
V
$693B
$217K 0.01%
+618
New +$209K
SPGI icon
35
S&P Global
SPGI
$121B
$204K ﹤0.01%
+401
New +$205K
1
2

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Brave Warrior Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, Brave Warrior Advisors held 35 positions worth $4.37B, up 8.6% from $4.02B the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Brave Warrior Advisors deployed $354M of net new capital in Q1 2025, opening 5 new positions and adding to 4 existing holdings. Its largest new stake was SLM Corp: 9,455,374 shares worth $278M.

By sector, the portfolio is most concentrated in Financials at 39% of assets, down from 40% a quarter earlier, followed by Consumer Discretionary and Healthcare.

On the sell side, the largest reduction was Discover Financial Services, an estimated $167M trimmed.

  • Brave Warrior Advisors's largest Q1 2025 buy was SLM Corp: 9,455,374 shares worth $278M.
  • Brave Warrior Advisors added most to Capital One in Q1 2025, an estimated $119M increase.
  • Brave Warrior Advisors's biggest Q1 2025 reduction was Discover Financial Services, cutting an estimated $167M.
  • Brave Warrior Advisors's ten largest holdings make up 73% of its $4.37B portfolio in Q1 2025.
  • Brave Warrior Advisors opened 5 new positions and closed 0 in Q1 2025.
  • Brave Warrior Advisors's portfolio value rose 8.6% quarter-over-quarter to $4.37B.

Based on Brave Warrior Advisors's 13F filing for Q1 2025, filed 15 May 2025.