Brave Warrior Advisors Q2 2014 13F Holdings

Brave Warrior Advisors Q2 2014 holdings
TickerName Value Shares↓ Weighting
VRX VALEANT PHARMACEUTICAL...Add  $763,082
3.5%
6,050,442
8.2%
30.78%
3.3%
ESRX EXPRESS SCRIPTS HLDG COAdd  $324,374
21.8%
4,678,694
31.9%
13.08%
21.6%
ORCL ORACLE CORPAdd  $319,727
0.2%
7,888,660
1.1%
12.90%
-0.0%
SCHW SCHWAB CHARLES CORP NEWAdd  $224,792
14.1%
8,347,280
15.8%
9.07%
13.9%
KMR KINDER MORGAN MANAGEME...Reduce  $223,928
-4.2%
2,837,047
-13.0%
9.03%
-4.4%
MSFT MICROSOFT CORPAdd  $201,782
23.6%
4,838,894
21.5%
8.14%
23.3%
PRI PRIMERICA INCReduce  $160,677
1.0%
3,357,924
-0.5%
6.48%
0.8%
VPRT VISTAPRINT N VAdd  $146,898
-6.1%
3,630,690
14.3%
5.92%
-6.3%
EQIX EQUINIX INCNew  $106,990509,2604.32%
HAL HALLIBURTON COReduce  $5,026
-97.9%
70,777
-98.3%
0.20%
-97.9%
TDW TIDEWATER INC  $1,102
15.5%
19,6250.0%0.04%
12.8%
CMCSA COMCAST CORP NEWcl a  $835
7.3%
15,5470.0%0.03%
9.7%
BAC BANK OF AMERICA CORPOR...  $223
-10.8%
14,5320.0%0.01%
-10.0%
  • Brave Warrior Advisors Q2 2014 Portfolio
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  • Quarter
    Q2 2014
  • Total value
    $2.48 Billion
  • Holdings
    13
  • Turnover
    8.3%
  • EDGAR