Brave Warrior Advisors, LLC — MPLX LP MPLX: Quarterly 13F Position History
Brave Warrior Advisors, LLC has reported MPLX LP (MPLX) on 12 13F-HR filings in Pactolio's tracked window, first appearing in Q2 2023. As of Q1 2026, the position is sized at 3,253,524 shares ($185.7M market value, 4.60% of the equity book). Quarter-over-quarter share count change: 1,220,591 (-27.3%) .
- 3,253,524Shares Held (Latest Filing)
- $185.7MReported Market Value (Latest Filing)
- 4.60%Portfolio Weight (% of 13F Equity Book)
- 1,220,591Quarter-over-Quarter Share Change
- -$53.1MQuarter-over-Quarter Value Change
- 4,474,115Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 12 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 3,253,524 | 1,220,591 | -27.3% | $185.7M | 4.60% | $57.07 |
| Q4 2025 | 4,474,115 | +6,641 | +0.1% | $238.8M | 5.59% | $53.37 |
| Q3 2025 | 4,467,474 | +192,441 | +4.5% | $223.2M | 5.18% | $49.95 |
| Q2 2025 | 4,275,033 | 89,053 | -2.0% | $220.2M | 5.05% | $51.51 |
| Q1 2025 | 4,364,086 | 54,068 | -1.2% | $233.6M | 5.35% | $53.52 |
| Q4 2024 | 4,418,154 | 14,812 | -0.3% | $211.5M | 5.26% | $47.86 |
| Q3 2024 | 4,432,966 | +197,488 | +4.7% | $197.1M | 4.09% | $44.46 |
| Q2 2024 | 4,235,478 | +1,209,869 | +40.0% | $180.4M | 4.00% | $42.59 |
| Q1 2024 | 3,025,609 | +3,008,609 | +17697.7% | $125.7M | 2.63% | $41.56 |
| Q4 2023 | 17,000 | +5,000 | +41.7% | $624.2K | 0.01% | $36.72 |
| Q3 2023 | 12,000 | 0 | — | $426.8K | 0.01% | $35.57 |
| Q2 2023 | 12,000 | — | — | $407.3K | 0.01% | $33.94 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Brave Warrior Advisors, LLC first disclose a MPLX position in 13F-HR filings?
Brave Warrior Advisors, LLC first reported MPLX LP (MPLX) on its 13F-HR filing for the period ending 2023-06-30 (Q2 2023). The position has appeared on 12 reported quarters within Pactolio's tracked window.
What was Brave Warrior Advisors, LLC's most recent quarter-over-quarter share-count change in MPLX?
Between Q4 2025 and Q1 2026, Brave Warrior Advisors, LLC reduced its MPLX position by 1,220,591 shares (-27.3%), leaving 3,253,524 shares at a market value of $185.7M.
Does the implied price-per-share represent Brave Warrior Advisors, LLC's cost basis in MPLX?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.