Brave Warrior Advisors, LLC — SLM CORP SLM: Quarterly 13F Position History
Brave Warrior Advisors, LLC has reported SLM CORP (SLM) on 5 13F-HR filings in Pactolio's tracked window, first appearing in Q1 2025. As of Q1 2026, the position is sized at 13,584,368 shares ($290.8M market value, 7.20% of the equity book). Quarter-over-quarter share count change: + 752,403 (+5.9%) .
- 13,584,368Shares Held (Latest Filing)
- $290.8MReported Market Value (Latest Filing)
- 7.20%Portfolio Weight (% of 13F Equity Book)
- +752,403Quarter-over-Quarter Share Change
- -$56.4MQuarter-over-Quarter Value Change
- 13,584,368Peak Reported Shares (Historical)
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 | 7.20% | $21.41 |
| Q4 2025 | 12,831,965 | +1,172,547 | +10.1% | $347.2M | 8.13% | $27.06 |
| Q3 2025 | 11,659,418 | +1,118,513 | +10.6% | $322.7M | 7.49% | $27.68 |
| Q2 2025 | 10,540,905 | +1,085,531 | +11.5% | $345.6M | 7.92% | $32.79 |
| Q1 2025 | 9,455,374 | — | — | $277.7M | 6.36% | $29.37 |
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.