Brave Warrior Advisors, LLC: RYANAIR HOLDINGS PLC (RYAAY): Quarterly 13F Position History
As of Q2 2026, Brave Warrior Advisors, LLC reported 3,958,684 shares of RYANAIR HOLDINGS PLC (RYAAY), worth $256.3M and representing 5.6% of its 13F equity book. Quarter-over-quarter share count change: + 919,308 (+30.2%) . The position first appeared in Q2 2020 and has been disclosed across 25 13F-HR filings in Pactolio's tracked window.
- 3,958,684Shares Held (Latest Filing)
- $256.3MReported Market Value (Latest Filing)
- 5.6%Portfolio Weight (% of 13F Equity Book)
- +919,308Quarter-over-Quarter Share Change
- +$80.6MQuarter-over-Quarter Value Change
- 5,604,258Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 25 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 3,958,684 | +919,308 | +30.2% | $256.3M | 5.6% | $64.8 |
| Q1 2026 | 3,039,376 | 17,322 | -0.6% | $175.7M | 4.3% | $57.8 |
| Q4 2025 | 3,056,698 | 1,027,548 | -25.2% | $220.7M | 5.2% | $72.2 |
| Q3 2025 | 4,084,246 | 1,294,843 | -24.1% | $246.0M | 5.7% | $60.2 |
| Q2 2025 | 5,379,089 | 97,800 | -1.8% | $310.2M | 7.1% | $57.7 |
| Q1 2025 | 5,476,889 | 127,369 | -2.3% | $232.1M | 5.3% | $42.4 |
| Q4 2024 | 5,604,258 | +500,239 | +9.8% | $244.3M | 6.1% | $43.6 |
| Q3 2024 | 5,104,019 | +5,054,379 | +10182.1% | $230.6M | 4.8% | $45.2 |
| Q2 2024 | 49,640 | +43,114 | +660.6% | $5.8M | 0.1% | $116.4 |
| Q1 2024 | 6,526 | 0 | – | $950.1K | 0.0% | $145.6 |
| Q4 2023 | 6,526 | +6,526 | – | $870.3K | 0.0% | $133.4 |
| Q3 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2021 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2021 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2021 | 0 | 203,249 | -100.0% | $0 | 0.0% | – |
| Q1 2021 | 203,249 | 1,726 | -0.8% | $23.4M | 0.8% | $115.0 |
| Q4 2020 | 204,975 | 21,531 | -9.5% | $22.5M | 0.8% | $110.0 |
| Q3 2020 | 226,506 | 22,000 | -8.9% | $18.5M | 0.8% | $81.8 |
| Q2 2020 | 248,506 | – | – | $16.5M | 0.8% | $66.3 |
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 rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Brave Warrior Advisors, LLC first disclose a RYAAY position in 13F-HR filings?
Brave Warrior Advisors, LLC first reported RYANAIR HOLDINGS PLC (RYAAY) on its 13F-HR filing for the period ending 2020-06-30 (Q2 2020). The position has appeared on 25 reported quarters within Pactolio's tracked window.
What was Brave Warrior Advisors, LLC's most recent quarter-over-quarter share-count change in RYAAY?
Between Q1 2026 and Q2 2026, Brave Warrior Advisors, LLC added 919,308 shares of RYAAY (+30.2%), bringing the total reported position to 3,958,684 shares at a market value of $256.3M.
Does the implied price-per-share represent Brave Warrior Advisors, LLC's cost basis in RYAAY?
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.