Brave Warrior Advisors, LLC Holdings - 4Q25

As of December 31, 2025, Brave Warrior Advisors, LLC reported 33 positions comprising 33 stocks worth $4.3B. The top 5 holdings represented 49.3% of the portfolio. During the quarter, the fund entered 2 new positions and exited 2. Explore portfolio value and concentration trends, quarterly position counts, and a detailed breakdown of each holding below.