Brave Warrior Advisors Q1 2018 13F Holdings

Brave Warrior Advisors Q1 2018 holdings
TickerName Value Shares↓ Weighting
ADS ALLIANCE DATA SYSTEMS ...Add  $366,960
-12.6%
1,723,950
4.1%
16.13%
-9.9%
SCHW SCHWAB CHARLES CORP NEWReduce  $306,818
-5.5%
5,875,485
-7.0%
13.48%
-2.6%
GOOGL ALPHABET INCcap stk cl aAdd  $279,393
9.9%
269,388
11.6%
12.28%
13.3%
HCA HCA HEALTHCARE INCReduce  $264,069
3.5%
2,722,358
-6.3%
11.60%
6.7%
NLSN NIELSEN HLDGS PLCNew  $236,5977,442,50110.40%
AR ANTERO RES CORPReduce  $218,130
3.9%
10,988,904
-0.5%
9.59%
7.2%
LBTYK LIBERTY GLOBAL PLCReduce  $195,387
-17.4%
6,420,856
-8.1%
8.59%
-14.8%
JPM JPMORGAN CHASE & COReduce  $163,859
-15.4%
1,490,036
-17.7%
7.20%
-12.8%
PRI PRIMERICA INCAdd  $135,159
-4.8%
1,399,165
0.1%
5.94%
-1.8%
BAM BROOKFIELD ASSET MGMT INCcl a ltd vt shReduce  $99,743
-40.4%
2,557,509
-33.4%
4.38%
-38.5%
LBTYA LIBERTY GLOBAL PLCReduce  $7,870
-14.1%
251,373
-1.7%
0.35%
-11.5%
CMCSA COMCAST CORP NEWcl aReduce  $1,089
-15.5%
31,861
-1.0%
0.05%
-12.7%
BAC BANK AMER CORP  $436
1.6%
14,5320.0%0.02%
5.6%
ESRX EXPRESS SCRIPTS HLDG COSold out  $0-7,080-0.02%
IQV IQVIA HLDGS INCSold out  $0-482,866-2.02%
ST SENSATA TECHNOLOGIES H...Sold out  $0-1,640,438-3.57%