Brave Warrior Advisors Q1 2015 13F Holdings

Brave Warrior Advisors Q1 2015 holdings
TickerName Value Shares↓ Weighting
VRX VALEANT PHARMACEUTICAL...Reduce  $1,167,293
33.1%
5,877,016
-4.1%
35.64%
16.7%
ESRX EXPRESS SCRIPTS HLDG COReduce  $303,308
-12.4%
3,495,539
-14.5%
9.26%
-23.2%
JPM JPMORGAN CHASE & COAdd  $291,860
12.0%
4,817,762
15.7%
8.91%
-1.8%
SCHW SCHWAB CHARLES CORP NEWAdd  $279,812
9.4%
9,192,231
8.5%
8.54%
-4.1%
MSFT MICROSOFT CORPAdd  $253,264
6.5%
6,229,600
21.7%
7.73%
-6.6%
HAL HALLIBURTON COAdd  $244,241
50.0%
5,566,104
34.4%
7.46%
31.5%
CMPR CIMPRESS N VReduce  $213,956
0.9%
2,535,629
-10.5%
6.53%
-11.5%
EQIX EQUINIX INCNew  $205,335881,8356.27%
KMI KINDER MORGAN INC DELReduce  $124,526
-29.8%
2,960,671
-29.4%
3.80%
-38.5%
PRI PRIMERICA INCReduce  $107,334
-15.6%
2,108,727
-10.1%
3.28%
-26.0%
JPMWS JPMORGAN CHASE & CO*w exp 10/28/201New  $59,0972,685,0071.80%
BHI BAKER HUGHES INCAdd  $24,049
18.8%
378,244
4.8%
0.73%
4.1%
CMCSA COMCAST CORP NEWcl a  $878
-2.7%
15,5470.0%0.03%
-12.9%
TDW TIDEWATER INC  $376
-40.9%
19,6250.0%0.01%
-50.0%
BAC BANK AMER CORP  $224
-13.8%
14,5320.0%0.01%
-22.2%
EQIX EQUINIX INCSold out  $0-852,434-6.73%
  • Brave Warrior Advisors Q1 2015 Portfolio
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  • Quarter
    Q1 2015
  • Total value
    $3.28 Billion
  • Holdings
    15
  • Turnover
    21.4%
  • EDGAR