Brave Warrior Advisors Q4 2013 13F Holdings

Brave Warrior Advisors Q4 2013 holdings
TickerName Value Shares↓ Weighting
VRX VALEANT PHARMACEUTICAL...Reduce  $717,693
4.6%
6,113,227
-7.0%
29.38%
-4.5%
ESRX EXPRESS SCRIPTS HLDG COAdd  $278,037
33.2%
3,958,387
17.2%
11.38%
21.5%
ORCL ORACLE CORPAdd  $270,522
16.1%
7,070,613
0.6%
11.08%
5.9%
HAL HALLIBURTON COAdd  $240,936
5.9%
4,747,513
0.5%
9.86%
-3.4%
SCHW SCHWAB CHARLES CORP NEWReduce  $206,811
6.2%
7,954,268
-13.6%
8.47%
-3.1%
VPRT VISTAPRINT N VReduce  $181,312
-17.3%
3,189,305
-17.6%
7.42%
-24.5%
MSFT MICROSOFT CORPAdd  $148,177
13.1%
3,960,893
0.6%
6.07%
3.2%
PRI PRIMERICA INCAdd  $145,455
6.8%
3,389,761
0.4%
5.96%
-2.6%
KMR KINDER MORGAN MANAGEME...New  $137,8881,822,4695.64%
CMCSK COMCAST CORP NEWcl a splReduce  $91,306
-22.2%
1,830,521
-32.4%
3.74%
-29.0%
ONE HIGHER ONE HLDGS INCReduce  $22,394
-37.0%
2,294,480
-50.5%
0.92%
-42.5%
TDW TIDEWATER INCNew  $1,16319,6250.05%
CMCSA COMCAST CORP NEWcl aNew  $80815,5470.03%
BAC BANK OF AMERICA CORPOR...New  $22614,5320.01%
MSI MOTOROLA SOLUTIONS INCSold out  $0-668,470-1.78%
  • Brave Warrior Advisors Q4 2013 Portfolio
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  • Quarter
    Q4 2013
  • Total value
    $2.44 Billion
  • Holdings
    14
  • Turnover
    45.5%
  • EDGAR