Brave Warrior Advisors, LLC SNX — TD SYNNEX CORPORATION

Ownership history in Brave Warrior Advisors, LLC  ·  8 quarters on record

AI Ownership Summary

Brave Warrior Advisors, LLC reported TD SYNNEX CORPORATION (SNX) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 12.45% in 2025 Q3. The latest visible filing shows SNX at 11.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SNX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Brave Warrior Advisors, LLC's position in TD SYNNEX CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SNX was reported at 11.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.45% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SNX stock page Brave Warrior Advisors, LLC fund profile Brave Warrior Advisors, LLC full holdings
How Brave Warrior Advisors, LLC held SNX — position size vs. price
% of Fund (quarterly)    SNX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 3,163,239 -112,054 -3.4% 11.13% $475.2M 2026-02-14 (Est.) $161.16
2025 Q3 REDUCED 13.1% -6.1% ✅ 3,275,293 -493,258 -13.1% 12.45% $536.3M 2025-11-14 $149.85
2025 Q2 REDUCED 7.6% +22.7% ❌ 3,768,551 -307,915 -7.6% 11.72% $511.4M 2025-08-14 $149.63
2025 Q1 REDUCED — — — 4,076,466 -70,706 -1.7% 9.71% $423.8M 2025-05-15 $122.53
2024 Q4 ADDED — — — 4,147,172 +451,557 +12.2% 12.10% $486.4M 2025-02-14 $142.15
2024 Q3 ADDED — — — 3,695,615 +373,569 +11.2% 9.21% $443.8M 2024-11-14 $113.54
2024 Q2 ADDED — — — 3,322,046 +260,963 +8.5% 8.50% $383.4M 2024-08-14 $111.31
2024 Q1 INITIATED — — — 3,061,083 — — 7.24% $346.2M 2024-05-15 $121.18

🏢 Other funds also holding SNX

As of 2026 Q1 — sorted by position size

Metropolis Capital Ltd 3Y 7Y 7.3% Sage Investment Counsel LLC 1.69% DELPHI MANAGEMENT INC /MA/ 3Y 7Y 1.6% HENNESSY ADVISORS INC 3Y 7Y 1.47% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 1.2% Ninety One UK Ltd 3Y 7Y 0.82% GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3Y 7Y 0.57% Stanley-Laman Group, Ltd. 3Y 7Y 0.51% Karras Company, Inc. 0.44% Ninety One SA (PTY) Ltd 3Y 7Y 0.38%

FAQ About Brave Warrior Advisors, LLC and SNX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Brave Warrior Advisors, LLC reported owning SNX?

Brave Warrior Advisors, LLC reported SNX across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported SNX position in Brave Warrior Advisors, LLC's portfolio?

The largest reported portfolio weight for SNX was 12.45% in 2025 Q3.

What is the latest reported SNX position on this page?

The most recent filing on this page is 2025 Q4, when Brave Warrior Advisors, LLC reported 3,163,239 shares, equal to 11.13% of portfolio, with an estimated market value of $475.2M.

What does the chart on this SNX ownership page compare?

The chart compares Brave Warrior Advisors, LLC's quarterly SNX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Brave Warrior Advisors, LLC time their SNX position?

Based on 13F filing dates vs. subsequent SNX price moves, Brave Warrior Advisors, LLC correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on SNX relative to SPY over the holding period was +3.8%.

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