Brave Warrior Advisors Q3 2013 13F Holdings

Brave Warrior Advisors Q3 2013 holdings
TickerName Value Shares↓ Weighting
VRX VALEANT PHARMACEUTICAL...Reduce  $685,823
19.7%
6,573,589
-1.3%
30.77%
16.0%
ORCL ORACLE CORPAdd  $233,045
24.1%
7,025,771
14.9%
10.46%
20.3%
HAL HALLIBURTON COAdd  $227,461
24.1%
4,724,009
7.5%
10.21%
20.2%
VPRT VISTAPRINT N VReduce  $219,130
-22.8%
3,871,683
-32.7%
9.83%
-25.2%
ESRX EXPRESS SCRIPTS HLDG COReduce  $208,729
-19.4%
3,377,491
-19.5%
9.36%
-21.9%
SCHW SCHWAB CHARLES CORP NEWReduce  $194,695
-2.1%
9,209,792
-1.6%
8.74%
-5.1%
PRI PRIMERICA INCAdd  $136,249
9.1%
3,377,527
1.2%
6.11%
5.7%
MSFT MICROSOFT CORPNew  $131,0203,936,9005.88%
CMCSK COMCAST CORP NEWcl a splReduce  $117,371
7.2%
2,707,515
-1.9%
5.27%
3.9%
MSI MOTOROLA SOLUTIONS INCNew  $39,694668,4701.78%
ONE HIGHER ONE HLDGS INCReduce  $35,562
-51.7%
4,636,534
-26.6%
1.60%
-53.1%
GOOGL GOOGLE INCcl aSold out  $0-77,016-3.14%
FISV FISERV INCSold out  $0-1,122,181-4.54%
  • Brave Warrior Advisors Q3 2013 Portfolio
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  • Quarter
    Q3 2013
  • Total value
    $2.23 Billion
  • Holdings
    11
  • Turnover
    36.4%
  • EDGAR