Brave Warrior Advisors, LLC

CIK 0001553733 · Q1 2026

13F Equity AUM

$4.0B

-5.4% QoQ

Positions

+3 QoQ

AUM Rank

#1,153

Top 9%

Skill Alpha (FF)

+3.4%/yr^ns

No Clear Edge

Rank #839 · Top 10%

vs S&P +2.5%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 46.8%Top 10: 75.3%Top 20: 99.8%

SUX12.8%

OMF10.2%

ICLR8.2%

ELV8.1%

AN7.5%

SLM7.2%

MRP5.9%

PRI5.5%

LEN5.2%

BLDR4.8%

Others (26)24.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services34.9%

Healthcare16.4%

Consumer Cyclical15.0%

Consumer Discretionary12.8%

Industrials9.2%

Real Estate5.9%

Energy5.6%

Other0.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 36Median: 0.09%Avg: 2.78%

0–0.5%

19(0.4%)

0.5–1%

0(0.0%)

1–3%

2(3.4%)

3–5%

6(25.7%)

5%+

9(70.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 36Unique: 0vs 20 funds

0.5%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

0.9%

1.2%

0.7%

0.7%

BANK OF AMERICA CORP /DE/

0.8%

GEODE CAPITAL MANAGEMENT, LLC

VANGUARD CAPITAL MANAGEMENT LLC

STATE STREET CORP

VANGUARD PORTFOLIO MANAGEMENT LLC

1.2%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New6Increased5Decreased16Exited3

New Positions

ICLR8.2%

+3.0M

SUNBELT RENTALS HOLD…0.0%

+24K

ET0.0%

+15K

APO0.0%

+5K

ARES0.0%

+5K

FAF0.0%

+5K

Increased

SLM7.2%

+752K(+6%)

PRI5.5%

+99K(+13%)

MSFT0.0%

+2K(+286%)

PGR0.0%

+43(+2%)

META0.0%

+35(+10%)

Decreased

MPLX4.6%

-1,220,591(-27%)

ELV8.1%

-129,495(-10%)

SUX12.8%

-109,595(-3%)

MRP5.9%

-84,327(-1%)

OMF10.2%

-35,986(-0%)

FG3.4%

-23,888(-0%)

RYAAY4.3%

-17,322(-1%)

FNF4.0%

-16,876(-0%)

BAC0.0%

-12,000(-45%)

DHI2.4%

-8,261(-1%)

Exited

USB

-15,000

-618

SPGI

-401

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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