Brave Warrior Advisors Q1 2019 13F Holdings

Brave Warrior Advisors Q1 2019 holdings
TickerName Value Shares↓ Weighting
GOOGL ALPHABET INCcap stk cl aAdd  $370,357
16.0%
314,691
3.0%
18.61%
14.6%
JPM JPMORGAN CHASE & COAdd  $209,401
10.9%
2,068,564
6.9%
10.52%
9.5%
RJF RAYMOND JAMES FINANCIA...Add  $197,750
17.1%
2,459,273
8.3%
9.94%
15.7%
ADS ALLIANCE DATA SYSTEMS ...Reduce  $197,196
-24.6%
1,126,962
-35.3%
9.91%
-25.5%
LEN LENNAR CORPcl aAdd  $178,549
33.2%
3,637,167
6.2%
8.97%
31.6%
PRI PRIMERICA INCReduce  $153,764
14.9%
1,258,809
-8.1%
7.73%
13.5%
SCHW THE CHARLES SCHWAB COR...Reduce  $147,862
-40.5%
3,457,957
-42.2%
7.43%
-41.3%
FB FACEBOOK INCcl aReduce  $139,715
26.5%
838,174
-0.5%
7.02%
25.0%
LBTYK LIBERTY GLOBAL PLCReduce  $128,065
5.3%
5,289,768
-10.3%
6.44%
4.0%
AR ANTERO RES CORPAdd  $105,433
1.1%
11,940,274
7.5%
5.30%
-0.1%
C CITIGROUP INCAdd  $88,150
42.1%
1,416,753
18.9%
4.43%
40.4%
DHI D R HORTON INCAdd  $53,086
34.1%
1,282,900
12.3%
2.67%
32.5%
AM ANTERO MIDSTREAM CORPNew  $8,629626,2090.43%
LBTYA LIBERTY GLOBAL PLCReduce  $5,782
11.9%
232,019
-4.2%
0.29%
10.6%
FTDR FRONTDOOR INC  $1,424
29.3%
41,3680.0%0.07%
28.6%
GOOG ALPHABET INCcap stk cl c  $1,321
13.3%
1,1260.0%0.07%
11.9%
MCO MOODYS CORPAdd  $1,245
29.6%
6,875
0.2%
0.06%
28.6%
CMCSA COMCAST CORP NEWcl a  $1,243
17.4%
31,0940.0%0.06%
14.8%
LENB LENNAR CORPcl bAdd  $724
77.9%
18,504
42.3%
0.04%
71.4%
BAC BANK AMER CORP  $401
12.0%
14,5320.0%0.02%
11.1%
AMGP ANTERO MIDSTREAM GP LPSold out  $0-90,000-0.05%
RRC RANGE RES CORPSold out  $0-171,549-0.08%
NLSN NIELSEN HLDGS PLCSold out  $0-2,579,186-3.06%