13F Portfolios

Brave Warrior Advisors, LLC: SLM CORP (SLM): Quarterly 13F Position History

As of Q1 2026, Brave Warrior Advisors, LLC reported 13,584,368 shares of SLM CORP (SLM), worth $290.8M and representing 7.2% of its 13F equity book. Quarter-over-quarter share count change: + 752,403 (+5.9%) . The position first appeared in Q1 2025 and has been disclosed across 5 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 5 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 13,584,368 +752,403 +5.9% $290.8M 7.2% $21.4
Q4 2025 12,831,965 +1,172,547 +10.1% $347.2M 8.1% $27.1
Q3 2025 11,659,418 +1,118,513 +10.6% $322.7M 7.5% $27.7
Q2 2025 10,540,905 +1,085,531 +11.5% $345.6M 7.9% $32.8
Q1 2025 9,455,374 $277.7M 6.4% $29.4

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 SLM position in 13F-HR filings?

Brave Warrior Advisors, LLC first reported SLM CORP (SLM) on its 13F-HR filing for the period ending 2025-03-31 (Q1 2025). The position has appeared on 5 reported quarters within Pactolio's tracked window.

What was Brave Warrior Advisors, LLC's most recent quarter-over-quarter share-count change in SLM?

Between Q4 2025 and Q1 2026, Brave Warrior Advisors, LLC added 752,403 shares of SLM (+5.9%), bringing the total reported position to 13,584,368 shares at a market value of $290.8M.

Does the implied price-per-share represent Brave Warrior Advisors, LLC's cost basis in SLM?

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.