Brave Warrior Advisors Q3 2018 13F Holdings

Brave Warrior Advisors Q3 2018 holdings
TickerName Value Shares↓ Weighting
ADS ALLIANCE DATA SYSTEMS ...Add  $409,153
1.4%
1,732,523
0.1%
17.43%
5.4%
GOOGL ALPHABET INCcap stk cl aReduce  $364,073
4.9%
301,615
-1.9%
15.51%
9.1%
SCHW SCHWAB CHARLES CORP NEWAdd  $287,000
-3.8%
5,839,273
0.0%
12.22%
0.1%
JPM JPMORGAN CHASE & COAdd  $201,958
8.5%
1,789,772
0.2%
8.60%
12.8%
AR ANTERO RES CORPAdd  $197,256
-15.3%
11,138,139
2.1%
8.40%
-11.9%
LBTYK LIBERTY GLOBAL PLCReduce  $194,393
-16.3%
6,903,175
-20.9%
8.28%
-12.9%
RJF RAYMOND JAMES FINANCIA...New  $190,9572,074,4898.13%
PRI PRIMERICA INCReduce  $175,062
11.4%
1,452,198
-8.0%
7.46%
15.9%
LEN LENNAR CORPcl aNew  $103,4332,215,3084.40%
C CITIGROUP INCNew  $99,5521,387,6834.24%
NLSN NIELSEN HLDGS PLCReduce  $80,198
-60.3%
2,899,426
-55.6%
3.42%
-58.7%
DHI D R HORTON INCNew  $33,592796,4001.43%
LBTYA LIBERTY GLOBAL PLCReduce  $7,189
4.3%
248,493
-0.7%
0.31%
8.5%
GOOG ALPHABET INCcap stk cl cNew  $1,2601,0560.05%
CMCSA COMCAST CORP NEWcl a  $1,101
7.9%
31,0940.0%0.05%
11.9%
MCO MOODYS CORPNew  $8485,0690.04%
HCA HCA HEALTHCARE INCReduce  $542
-99.8%
3,896
-99.9%
0.02%
-99.8%
BAC BANK AMER CORP  $428
4.4%
14,5320.0%0.02%
5.9%
ESRX EXPRESS SCRIPTS HLDG COSold out  $0-1,249,627-3.95%