Brave Warrior Advisors Q2 2018 13F Holdings

Brave Warrior Advisors Q2 2018 holdings
TickerName Value Shares↓ Weighting
ADS ALLIANCE DATA SYSTEMS ...Add  $403,646
10.0%
1,730,900
0.4%
16.53%
2.5%
GOOGL ALPHABET INCcap stk cl aAdd  $347,138
24.2%
307,422
14.1%
14.21%
15.8%
SCHW SCHWAB CHARLES CORP NEWReduce  $298,351
-2.8%
5,838,562
-0.6%
12.22%
-9.4%
HCA HCA HEALTHCARE INCReduce  $278,085
5.3%
2,710,384
-0.4%
11.39%
-1.9%
AR ANTERO RES CORPReduce  $232,963
6.8%
10,911,600
-0.7%
9.54%
-0.5%
LBTYK LIBERTY GLOBAL PLCAdd  $232,240
18.9%
8,727,552
35.9%
9.51%
10.7%
NLSN NIELSEN HLDGS PLCReduce  $201,884
-14.7%
6,527,131
-12.3%
8.27%
-20.5%
JPM JPMORGAN CHASE & COAdd  $186,153
13.6%
1,786,500
19.9%
7.62%
5.8%
PRI PRIMERICA INCAdd  $157,161
16.3%
1,577,925
12.8%
6.44%
8.3%
ESRX EXPRESS SCRIPTS HLDG CONew  $96,4841,249,6273.95%
LBTYA LIBERTY GLOBAL PLCReduce  $6,893
-12.4%
250,292
-0.4%
0.28%
-18.5%
CMCSA COMCAST CORP NEWcl aReduce  $1,020
-6.3%
31,094
-2.4%
0.04%
-12.5%
BAC BANK AMER CORP  $410
-6.0%
14,5320.0%0.02%
-10.5%
BAM BROOKFIELD ASSET MGMT INCcl a ltd vt shSold out  $0-2,557,509-4.38%