Brave Warrior Advisors Q4 2018 13F Holdings

Brave Warrior Advisors Q4 2018 holdings
TickerName Value Shares↓ Weighting
GOOGL ALPHABET INCcap stk cl aAdd  $319,234
-12.3%
305,499
1.3%
16.24%
4.7%
ADS ALLIANCE DATA SYSTEMS ...Add  $261,537
-36.1%
1,742,653
0.6%
13.30%
-23.7%
SCHW SCHWAB CHARLES CORP NEWAdd  $248,670
-13.4%
5,987,722
2.5%
12.65%
3.5%
JPM JPMORGAN CHASE & COAdd  $188,875
-6.5%
1,934,803
8.1%
9.61%
11.7%
RJF RAYMOND JAMES FINANCIA...Add  $168,929
-11.5%
2,270,243
9.4%
8.59%
5.6%
LEN LENNAR CORPcl aAdd  $134,025
29.6%
3,423,382
54.5%
6.82%
54.8%
PRI PRIMERICA INCReduce  $133,809
-23.6%
1,369,452
-5.7%
6.81%
-8.7%
LBTYK LIBERTY GLOBAL PLCReduce  $121,657
-37.4%
5,894,249
-14.6%
6.19%
-25.3%
FB FACEBOOK INCcl aNew  $110,409842,2375.62%
AR ANTERO RES CORPReduce  $104,283
-47.1%
11,105,794
-0.3%
5.30%
-36.9%
C CITIGROUP INCReduce  $62,018
-37.7%
1,191,286
-14.2%
3.15%
-25.6%
NLSN NIELSEN HLDGS PLCReduce  $60,172
-25.0%
2,579,186
-11.0%
3.06%
-10.4%
DHI D R HORTON INCAdd  $39,598
17.9%
1,142,461
43.5%
2.01%
40.7%
LBTYA LIBERTY GLOBAL PLCReduce  $5,168
-28.1%
242,175
-2.5%
0.26%
-14.1%
RRC RANGE RES CORPNew  $1,642171,5490.08%
GOOG ALPHABET INCcap stk cl cAdd  $1,166
-7.5%
1,126
6.6%
0.06%
9.3%
FTDR FRONTDOOR INCNew  $1,10141,3680.06%
CMCSA COMCAST CORP NEWcl a  $1,059
-3.8%
31,0940.0%0.05%
14.9%
AMGP ANTERO MIDSTREAM GP LPNew  $1,00690,0000.05%
MCO MOODYS CORPAdd  $961
13.3%
6,859
35.3%
0.05%
36.1%
LENB LENNAR CORPcl bNew  $40713,0000.02%
BAC BANK AMER CORP  $358
-16.4%
14,5320.0%0.02%0.0%
HCA HCA HEALTHCARE INCSold out  $0-3,896-0.02%