Brave Warrior Advisors Q3 2014 13F Holdings

Brave Warrior Advisors Q3 2014 holdings
TickerName Value Shares↓ Weighting
VRX VALEANT PHARMACEUTICAL...Add  $864,160
13.2%
6,586,582
8.9%
32.02%
4.1%
ESRX EXPRESS SCRIPTS HLDG COAdd  $351,930
8.5%
4,982,726
6.5%
13.04%
-0.3%
VPRT VISTAPRINT N VAdd  $250,945
70.8%
4,580,125
26.2%
9.30%
56.9%
SCHW SCHWAB CHARLES CORP NEWReduce  $245,232
9.1%
8,344,052
-0.0%
9.09%
0.2%
KMR KINDER MORGAN MANAGEME...Reduce  $225,846
0.9%
2,398,793
-15.4%
8.37%
-7.3%
MSFT MICROSOFT CORPReduce  $224,102
11.1%
4,833,947
-0.1%
8.30%
2.1%
JPM JPMORGAN CHASE & CONew  $219,3613,641,4508.13%
PRI PRIMERICA INCReduce  $160,634
-0.0%
3,331,270
-0.8%
5.95%
-8.1%
EQIX EQUINIX INCAdd  $154,438
44.3%
726,837
42.7%
5.72%
32.6%
CMCSA COMCAST CORP NEWcl a  $836
0.1%
15,5470.0%0.03%
-8.8%
TDW TIDEWATER INC  $766
-30.5%
19,6250.0%0.03%
-36.4%
BAC BANK AMER CORP  $248
11.2%
14,5320.0%0.01%0.0%
HAL HALLIBURTON COSold out  $0-70,777-0.20%
ORCL ORACLE CORPSold out  $0-7,888,660-12.90%
  • Brave Warrior Advisors Q3 2014 Portfolio
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  • Quarter
    Q3 2014
  • Total value
    $2.7 Billion
  • Holdings
    12
  • Turnover
    23.1%
  • EDGAR