Brave Warrior Advisors Q1 2014 13F Holdings

Brave Warrior Advisors Q1 2014 holdings
TickerName Value Shares↓ Weighting
VRX VALEANT PHARMACEUTICAL...Reduce  $737,267
2.7%
5,592,558
-8.5%
29.80%
1.4%
ORCL ORACLE CORPAdd  $319,147
18.0%
7,801,188
10.3%
12.90%
16.5%
ESRX EXPRESS SCRIPTS HLDG COReduce  $266,270
-4.2%
3,546,006
-10.4%
10.76%
-5.4%
HAL HALLIBURTON COReduce  $239,947
-0.4%
4,074,491
-14.2%
9.70%
-1.7%
KMR KINDER MORGAN MANAGEME...Add  $233,653
69.5%
3,260,123
78.9%
9.44%
67.3%
SCHW SCHWAB CHARLES CORP NEWReduce  $197,020
-4.7%
7,208,932
-9.4%
7.96%
-5.9%
MSFT MICROSOFT CORPAdd  $163,309
10.2%
3,984,111
0.6%
6.60%
8.8%
PRI PRIMERICA INCReduce  $159,054
9.3%
3,376,231
-0.4%
6.43%
8.0%
VPRT VISTAPRINT N VReduce  $156,404
-13.7%
3,177,660
-0.4%
6.32%
-14.8%
TDW TIDEWATER INC  $954
-18.0%
19,6250.0%0.04%
-18.8%
CMCSA COMCAST CORP NEWcl a  $778
-3.7%
15,5470.0%0.03%
-6.1%
BAC BANK OF AMERICA CORPOR...  $250
10.6%
14,5320.0%0.01%
11.1%
ONE HIGHER ONE HLDGS INCSold out  $0-2,294,480-0.92%
CMCSK COMCAST CORP NEWcl a splSold out  $0-1,830,521-3.74%
  • Brave Warrior Advisors Q1 2014 Portfolio
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  • Quarter
    Q1 2014
  • Total value
    $2.47 Billion
  • Holdings
    12
  • Turnover
    14.3%
  • EDGAR