Brave Warrior Advisors Q3 2013 holdings

$2.23 Billion is the total value of Brave Warrior Advisors's 11 reported holdings in Q3 2013. The portfolio turnover from Q2 2013 to Q3 2013 was 36.4% .

 Value Shares↓ Weighting
VRX SellVALEANT PHARMACEUTICALS INTL$685,823
+19.7%
6,573,589
-1.3%
30.77%
+16.0%
ORCL BuyORACLE CORP$233,045
+24.1%
7,025,771
+14.9%
10.46%
+20.3%
HAL BuyHALLIBURTON CO$227,461
+24.1%
4,724,009
+7.5%
10.21%
+20.2%
VPRT SellVISTAPRINT N V$219,130
-22.8%
3,871,683
-32.7%
9.83%
-25.2%
ESRX SellEXPRESS SCRIPTS HLDG CO$208,729
-19.4%
3,377,491
-19.5%
9.36%
-21.9%
SCHW SellSCHWAB CHARLES CORP NEW$194,695
-2.1%
9,209,792
-1.6%
8.74%
-5.1%
PRI BuyPRIMERICA INC$136,249
+9.1%
3,377,527
+1.2%
6.11%
+5.7%
MSFT NewMICROSOFT CORP$131,0203,936,900
+100.0%
5.88%
CMCSK SellCOMCAST CORP NEWcl a spl$117,371
+7.2%
2,707,515
-1.9%
5.27%
+3.9%
MSI NewMOTOROLA SOLUTIONS INC$39,694668,470
+100.0%
1.78%
ONE SellHIGHER ONE HLDGS INC$35,562
-51.7%
4,636,534
-26.6%
1.60%
-53.1%
GOOGL ExitGOOGLE INCcl a$0-77,016
-100.0%
-3.14%
FISV ExitFISERV INC$0-1,122,181
-100.0%
-4.54%

The following EDGAR filing(s) were analyzed to create this report:

The EDGAR filing(s) were signed by:

  • Karen M. Blanchard — Chief Compliance Officer

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EDGAR filings