Brave Warrior Advisors Q2 2019 13F Holdings

Brave Warrior Advisors Q2 2019 holdings
TickerName Value Shares↓ Weighting
GOOGL ALPHABET INCcap stk cl aReduce  $320,273
-13.5%
295,782
-6.0%
17.03%
-8.5%
BRKB BERKSHIRE HATHAWAY INC...cl b newNew  $268,4711,259,42414.28%
JPM JPMORGAN CHASE & COReduce  $227,943
8.9%
2,038,845
-1.4%
12.12%
15.2%
RJF RAYMOND JAMES FINANCIA...Reduce  $205,674
4.0%
2,432,568
-1.1%
10.94%
10.1%
LEN LENNAR CORPcl aReduce  $163,528
-8.4%
3,374,497
-7.2%
8.70%
-3.1%
SCHW THE CHARLES SCHWAB COR...Reduce  $136,842
-7.5%
3,404,870
-1.5%
7.28%
-2.0%
LBTYK LIBERTY GLOBAL PLCReduce  $123,779
-3.3%
4,665,619
-11.8%
6.58%
2.3%
FB FACEBOOK INCcl aReduce  $111,507
-20.2%
577,756
-31.1%
5.93%
-15.5%
C CITIGROUP INCReduce  $97,224
10.3%
1,388,318
-2.0%
5.17%
16.8%
PRI PRIMERICA INCReduce  $90,968
-40.8%
758,386
-39.8%
4.84%
-37.4%
AR ANTERO RES CORPReduce  $64,989
-38.4%
11,752,158
-1.6%
3.46%
-34.8%
DHI D R HORTON INCReduce  $54,649
2.9%
1,267,087
-1.2%
2.91%
8.9%
AM ANTERO MIDSTREAM CORPAdd  $7,653
-11.3%
667,759
6.6%
0.41%
-6.2%
FTDR FRONTDOOR INC  $1,802
26.5%
41,3680.0%0.10%
33.3%
MCO MOODYS CORP  $1,343
7.9%
6,8750.0%0.07%
12.7%
CMCSA COMCAST CORP NEWcl a  $1,315
5.8%
31,0940.0%0.07%
12.9%
GOOG ALPHABET INCcap stk cl cReduce  $1,189
-10.0%
1,100
-2.3%
0.06%
-4.5%
LENB LENNAR CORPcl bAdd  $729
0.7%
18,920
2.2%
0.04%
8.3%
BAC BANK AMER CORP  $421
5.0%
14,5320.0%0.02%
10.0%
LBTYA LIBERTY GLOBAL PLCSold out  $0-232,019-0.29%
ADS ALLIANCE DATA SYSTEMS ...Sold out  $0-1,126,962-9.91%