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OMF position history

The shares of Onemain (OMF) that Brave Warrior Advisors, LLC reported in each quarter’s 13F.

Equity, COM

Shares held by quarter

New Add Reduce Exit

  1. 2022 Q2: 2,889,274 shares, $108M, 3.7% of portfolio, New
  2. 2022 Q3: 5,381,093 shares, $159M, 5.5% of portfolio, Add +86.2%
  3. 2022 Q4: 5,312,546 shares, $177M, 5.6% of portfolio, Reduce −1.3%
  4. 2023 Q1: 5,293,592 shares, $196M, 6.1% of portfolio, Reduce −0.4%
  5. 2023 Q2: 5,351,633 shares, $234M, 6.2% of portfolio, Add +1.1%
  6. 2023 Q3: 5,298,634 shares, $212M, 5.3% of portfolio, Reduce −1.0%
  7. 2023 Q4: 6,416,800 shares, $316M, 7.5% of portfolio, Add +21.1%
  8. 2024 Q1: 6,672,264 shares, $341M, 7.1% of portfolio, Add +4.0%
  9. 2024 Q2: 7,270,177 shares, $353M, 7.8% of portfolio, Add +9.0%
  10. 2024 Q3: 7,402,222 shares, $348M, 7.2% of portfolio, Add +1.8%
  11. 2024 Q4: 7,437,670 shares, $388M, 9.6% of portfolio, Add +0.5%
  12. 2025 Q1: 7,343,636 shares, $359M, 8.2% of portfolio, Reduce −1.3%
  13. 2025 Q2: 7,870,085 shares, $449M, 10.3% of portfolio, Add +7.2%
  14. 2025 Q3: 7,794,270 shares, $440M, 10.2% of portfolio, Reduce −1.0%
  15. 2025 Q4: 7,739,293 shares, $523M, 12.2% of portfolio, Reduce −0.7%
  16. 2026 Q1: 7,703,307 shares, $412M, 10.2% of portfolio, Reduce −0.5%
  17. 2026 Q2: 7,585,152 shares, $462M, 10.1% of portfolio, Reduce −1.5%
Holdings date Value % of holdings Shares Filing date All 13F holders