Brave Warrior Advisors, LLC: SLM CORP (SLM): Quarterly 13F Position History
As of Q2 2026, Brave Warrior Advisors, LLC reported 13,381,145 shares of SLM CORP (SLM), worth $347.1M and representing 7.6% of its 13F equity book. Quarter-over-quarter share count change: 203,223 (-1.5%) . The position first appeared in Q1 2025 and has been disclosed across 6 13F-HR filings in Pactolio's tracked window.
- 13,381,145Shares Held (Latest Filing)
- $347.1MReported Market Value (Latest Filing)
- 7.6%Portfolio Weight (% of 13F Equity Book)
- 203,223Quarter-over-Quarter Share Change
- +$56.3MQuarter-over-Quarter Value Change
- 13,584,368Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 6 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 13,381,145 | 203,223 | -1.5% | $347.1M | 7.6% | $25.9 |
| 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 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 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 6 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 Q1 2026 and Q2 2026, Brave Warrior Advisors, LLC reduced its SLM position by 203,223 shares (-1.5%), leaving 13,381,145 shares at a market value of $347.1M.
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.