{
 "manager": "Brave Warrior Advisors",
 "page": "https://www.moatshark.com/m/brave-warrior-advisors",
 "form": "13F-HR",
 "period": "2026-06-30",
 "filed": "2026-08-14",
 "previous_period": "2026-03-31",
 "filing_url": "https://www.sec.gov/Archives/edgar/data/1553733/000117266126003728/0001172661-26-003728-index.htm",
 "total_value_usd": 4588428223,
 "note": "Source: SEC filings via moatshark. Values and changes are estimates; not investment advice.",
 "holdings": [
  {
   "company": "Icon",
   "ticker": "ICLR",
   "moatshark_slug": "iclr",
   "sector": "Health care",
   "value_usd": 547761133,
   "shares": 3153308,
   "portfolio_pct": 11.94,
   "previous_pct": 8.21,
   "change": "ADD",
   "share_change_pct": 5.2,
   "quarters_held": 2
  },
  {
   "company": "Onemain Holdings",
   "ticker": "OMF",
   "moatshark_slug": "omf",
   "sector": "Financials",
   "value_usd": 462466717,
   "shares": 7585152,
   "portfolio_pct": 10.08,
   "previous_pct": 10.2,
   "change": "REDUCE",
   "share_change_pct": -1.5,
   "quarters_held": 17
  },
  {
   "company": "Td Synnex",
   "ticker": "SNX",
   "moatshark_slug": "snx",
   "sector": "Industrials",
   "value_usd": 385405364,
   "shares": 1441630,
   "portfolio_pct": 8.4,
   "previous_pct": 12.75,
   "change": "REDUCE",
   "share_change_pct": -52.8,
   "quarters_held": 10
  },
  {
   "company": "Elevance Health",
   "ticker": "ELV",
   "moatshark_slug": "elv",
   "sector": "Health care",
   "value_usd": 377790736,
   "shares": 976885,
   "portfolio_pct": 8.23,
   "previous_pct": 8.13,
   "change": "REDUCE",
   "share_change_pct": -13,
   "quarters_held": 28
  },
  {
   "company": "SLM",
   "ticker": "SLM",
   "moatshark_slug": "slm",
   "sector": "Financials",
   "value_usd": 347106901,
   "shares": 13381145,
   "portfolio_pct": 7.56,
   "previous_pct": 7.2,
   "change": "REDUCE",
   "share_change_pct": -1.5,
   "quarters_held": 6
  },
  {
   "company": "Arthur J Gallagher & Co",
   "ticker": "AJG",
   "moatshark_slug": "ajg",
   "sector": "Insurance",
   "value_usd": 295002501,
   "shares": 1285022,
   "portfolio_pct": 6.43,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Autonation",
   "ticker": "AN",
   "moatshark_slug": "an",
   "sector": "Consumer discretionary",
   "value_usd": 283166998,
   "shares": 1524124,
   "portfolio_pct": 6.17,
   "previous_pct": 7.48,
   "change": "REDUCE",
   "share_change_pct": -1.5,
   "quarters_held": 15
  },
  {
   "company": "Ryanair Holdings",
   "ticker": "RYAAY",
   "moatshark_slug": "ryaay",
   "sector": "Industrials",
   "value_usd": 256324789,
   "shares": 3958684,
   "portfolio_pct": 5.59,
   "previous_pct": 4.35,
   "change": "ADD",
   "share_change_pct": 30.2,
   "quarters_held": 11
  },
  {
   "company": "Primerica",
   "ticker": "PRI",
   "moatshark_slug": "pri",
   "sector": "Insurance",
   "value_usd": 246078265,
   "shares": 865863,
   "portfolio_pct": 5.36,
   "previous_pct": 5.45,
   "change": "REDUCE",
   "share_change_pct": -1.5,
   "quarters_held": 18
  },
  {
   "company": "Lennar",
   "ticker": "LEN",
   "moatshark_slug": "len",
   "sector": "Consumer discretionary",
   "value_usd": 214748787,
   "shares": 2373177,
   "portfolio_pct": 4.68,
   "previous_pct": 5.18,
   "change": "REDUCE",
   "share_change_pct": -1.5,
   "quarters_held": 18
  },
  {
   "company": "Builders Firstsource",
   "ticker": "BLDR",
   "moatshark_slug": "bldr",
   "sector": "Consumer discretionary",
   "value_usd": 209434293,
   "shares": 2340571,
   "portfolio_pct": 4.56,
   "previous_pct": 4.83,
   "change": "REDUCE",
   "share_change_pct": -1.3,
   "quarters_held": 6
  },
  {
   "company": "Capital One Financial",
   "ticker": "COF",
   "moatshark_slug": "cof",
   "sector": "Financials",
   "value_usd": 198407763,
   "shares": 988973,
   "portfolio_pct": 4.32,
   "previous_pct": 4.53,
   "change": "REDUCE",
   "share_change_pct": -1.5,
   "quarters_held": 7
  },
  {
   "company": "Millrose Pptys",
   "ticker": "MRP",
   "moatshark_slug": "mrp",
   "sector": "Real estate",
   "value_usd": 181223286,
   "shares": 6030725,
   "portfolio_pct": 3.95,
   "previous_pct": 5.9,
   "change": "REDUCE",
   "share_change_pct": -29.2,
   "quarters_held": 6
  },
  {
   "company": "Mplx",
   "ticker": "MPLX",
   "moatshark_slug": "mplx",
   "sector": "Industrials",
   "value_usd": 179159480,
   "shares": 3180534,
   "portfolio_pct": 3.9,
   "previous_pct": 4.6,
   "change": "REDUCE",
   "share_change_pct": -2.2,
   "quarters_held": 13
  },
  {
   "company": "Fidelity National Financial",
   "ticker": "FNF",
   "moatshark_slug": "fnf",
   "sector": "Insurance",
   "value_usd": 162554106,
   "shares": 3446864,
   "portfolio_pct": 3.54,
   "previous_pct": 4.02,
   "change": "REDUCE",
   "share_change_pct": -1.6,
   "quarters_held": 18
  },
  {
   "company": "D.R. Horton",
   "ticker": "DHI",
   "moatshark_slug": "dhi",
   "sector": "Consumer discretionary",
   "value_usd": 111487777,
   "shares": 684478,
   "portfolio_pct": 2.43,
   "previous_pct": 2.36,
   "change": "REDUCE",
   "share_change_pct": -1.3,
   "quarters_held": 18
  },
  {
   "company": "F&G Annuities and Life",
   "ticker": "FG",
   "moatshark_slug": "fg",
   "sector": "Insurance",
   "value_usd": 66007468,
   "shares": 2482417,
   "portfolio_pct": 1.44,
   "previous_pct": 3.35,
   "change": "REDUCE",
   "share_change_pct": -53.6,
   "quarters_held": 15
  },
  {
   "company": "Antero Midstream",
   "ticker": "AM",
   "moatshark_slug": "am",
   "sector": "Utilities",
   "value_usd": 41487605,
   "shares": 1823631,
   "portfolio_pct": 0.9,
   "previous_pct": 1.04,
   "change": "REDUCE",
   "share_change_pct": -0.9,
   "quarters_held": 18
  },
  {
   "company": "Alphabet",
   "ticker": "GOOG",
   "moatshark_slug": "goog",
   "sector": "Communication and media",
   "value_usd": 8578722,
   "shares": 24048,
   "portfolio_pct": 0.19,
   "previous_pct": 0.17,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 18
  },
  {
   "company": "HCA Healthcare",
   "ticker": "HCA",
   "moatshark_slug": "hca",
   "sector": "Health care",
   "value_usd": 1884338,
   "shares": 4833,
   "portfolio_pct": 0.04,
   "previous_pct": 0.02,
   "change": "ADD",
   "share_change_pct": 262.6,
   "quarters_held": 18
  },
  {
   "company": "JPMorgan Chase",
   "ticker": "JPM",
   "moatshark_slug": "jpm",
   "sector": "Financials",
   "value_usd": 1847123,
   "shares": 5643,
   "portfolio_pct": 0.04,
   "previous_pct": 0.04,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 18
  },
  {
   "company": "Sunbelt Rentals Holdings",
   "ticker": "SUNB",
   "moatshark_slug": "sunb",
   "sector": "Industrials",
   "value_usd": 1777635,
   "shares": 23762,
   "portfolio_pct": 0.04,
   "previous_pct": 0.04,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 2
  },
  {
   "company": "Microsoft",
   "ticker": "MSFT",
   "moatshark_slug": "msft",
   "sector": "Technology",
   "value_usd": 1594660,
   "shares": 4275,
   "portfolio_pct": 0.03,
   "previous_pct": 0.02,
   "change": "ADD",
   "share_change_pct": 111.1,
   "quarters_held": 15
  },
  {
   "company": "Bank of America",
   "ticker": "BAC",
   "moatshark_slug": "bac",
   "sector": "Financials",
   "value_usd": 828033,
   "shares": 14532,
   "portfolio_pct": 0.02,
   "previous_pct": 0.02,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 51
  },
  {
   "company": "Comcast",
   "ticker": "CMCSA",
   "moatshark_slug": "cmcsa",
   "sector": "Communication and media",
   "value_usd": 763358,
   "shares": 31094,
   "portfolio_pct": 0.02,
   "previous_pct": 0.02,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 18
  },
  {
   "company": "Applied Materials",
   "ticker": "AMAT",
   "moatshark_slug": "amat",
   "sector": "Technology",
   "value_usd": 694803,
   "shares": 961,
   "portfolio_pct": 0.02,
   "previous_pct": 0.01,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 3
  },
  {
   "company": "Amazon.com",
   "ticker": "AMZN",
   "moatshark_slug": "amzn",
   "sector": "Consumer discretionary",
   "value_usd": 631601,
   "shares": 2650,
   "portfolio_pct": 0.01,
   "previous_pct": 0.01,
   "change": "ADD",
   "share_change_pct": 89.3,
   "quarters_held": 14
  },
  {
   "company": "Mastercard",
   "ticker": "MA",
   "moatshark_slug": "ma",
   "sector": "Financials",
   "value_usd": 601939,
   "shares": 1172,
   "portfolio_pct": 0.01,
   "previous_pct": 0.01,
   "change": "ADD",
   "share_change_pct": 177.7,
   "quarters_held": 8
  },
  {
   "company": "S&P Global",
   "ticker": "SPGI",
   "moatshark_slug": "spgi",
   "sector": "Financials",
   "value_usd": 570571,
   "shares": 1401,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "NU Holdings Ltd/Cayman Islands",
   "ticker": "NU",
   "moatshark_slug": "nu",
   "sector": "Financials",
   "value_usd": 534400,
   "shares": 40000,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Marriott International",
   "ticker": "MAR",
   "moatshark_slug": "mar",
   "sector": "Consumer discretionary",
   "value_usd": 442484,
   "shares": 1194,
   "portfolio_pct": 0.01,
   "previous_pct": 0.01,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 13
  },
  {
   "company": "Progressive",
   "ticker": "PGR",
   "moatshark_slug": "pgr",
   "sector": "Insurance",
   "value_usd": 390807,
   "shares": 1789,
   "portfolio_pct": 0.01,
   "previous_pct": 0.01,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 27
  },
  {
   "company": "Texas Instruments",
   "ticker": "TXN",
   "moatshark_slug": "txn",
   "sector": "Technology",
   "value_usd": 301051,
   "shares": 1010,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Energy Transfer LP",
   "ticker": "ET",
   "moatshark_slug": "et",
   "sector": "Utilities",
   "value_usd": 286800,
   "shares": 15000,
   "portfolio_pct": 0.01,
   "previous_pct": 0.01,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 2
  },
  {
   "company": "Analog Devices",
   "ticker": "ADI",
   "moatshark_slug": "adi",
   "sector": "Technology",
   "value_usd": 243068,
   "shares": 612,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Moody's",
   "ticker": "MCO",
   "moatshark_slug": "mco",
   "sector": "Financials",
   "value_usd": 213325,
   "shares": 471,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 8
  },
  {
   "company": "Visa",
   "ticker": "V",
   "moatshark_slug": "v",
   "sector": "Financials",
   "value_usd": 212030,
   "shares": 618,
   "portfolio_pct": 0,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Meta Platforms",
   "ticker": "META",
   "moatshark_slug": "meta",
   "sector": "Communication and media",
   "value_usd": 210107,
   "shares": 373,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 5
  },
  {
   "company": "UnitedHealth Group",
   "ticker": "UNH",
   "moatshark_slug": "unh",
   "sector": "Health care",
   "value_usd": 207399,
   "shares": 499,
   "portfolio_pct": 0,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "First American Financial",
   "ticker": "FAF",
   "moatshark_slug": "faf",
   "sector": "Insurance",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Apollo Global Management",
   "ticker": "APO",
   "moatshark_slug": "apo",
   "sector": "Financials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Ares Management",
   "ticker": "ARES",
   "moatshark_slug": "ares",
   "sector": "Financials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  }
 ]
}