Brave Warrior Advisors Q4 2014 13F Holdings

Brave Warrior Advisors Q4 2014 holdings
TickerName Value Shares↓ Weighting
VRX VALEANT PHARMACEUTICAL...Reduce  $876,779
1.5%
6,126,609
-7.0%
30.53%
-4.7%
ESRX EXPRESS SCRIPTS HLDG COReduce  $346,186
-1.6%
4,088,652
-17.9%
12.05%
-7.6%
JPM JPMORGAN CHASE & COAdd  $260,485
18.7%
4,162,430
14.3%
9.07%
11.6%
SCHW SCHWAB CHARLES CORP NEWAdd  $255,851
4.3%
8,474,710
1.6%
8.91%
-2.0%
MSFT MICROSOFT CORPAdd  $237,832
6.1%
5,120,165
5.9%
8.28%
-0.3%
CMPR CIMPRESS N VNew  $212,0762,833,7197.38%
EQIX EQUINIX INCAdd  $193,272
25.1%
852,434
17.3%
6.73%
17.6%
KMI KINDER MORGAN INC DELNew  $177,4434,193,8776.18%
HAL HALLIBURTON CONew  $162,8754,141,2415.67%
PRI PRIMERICA INCReduce  $127,236
-20.8%
2,344,940
-29.6%
4.43%
-25.6%
BHI BAKER HUGHES INCNew  $20,245361,0630.70%
CMCSA COMCAST CORP NEWcl a  $902
7.9%
15,5470.0%0.03%0.0%
TDW TIDEWATER INC  $636
-17.0%
19,6250.0%0.02%
-21.4%
BAC BANK AMER CORP  $260
4.8%
14,5320.0%0.01%0.0%
KMR KINDER MORGAN MANAGEME...Sold out  $0-2,398,793-8.37%
VPRT VISTAPRINT N VSold out  $0-4,580,125-9.30%
  • Brave Warrior Advisors Q4 2014 Portfolio
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  • Quarter
    Q4 2014
  • Total value
    $2.87 Billion
  • Holdings
    14
  • Turnover
    50.0%
  • EDGAR