Brave Warrior Advisors Q2 2015 13F Holdings

Brave Warrior Advisors Q2 2015 holdings
TickerName Value Shares↓ Weighting
VRX VALEANT PHARMACEUTICAL...Reduce  $1,266,479
8.5%
5,701,010
-3.0%
36.57%
2.6%
JPM JPMORGAN CHASE & COAdd  $330,256
13.2%
4,873,910
1.2%
9.54%
7.0%
SCHW SCHWAB CHARLES CORP NEWReduce  $286,027
2.2%
8,760,395
-4.7%
8.26%
-3.3%
MSFT MICROSOFT CORPReduce  $274,968
8.6%
6,228,032
-0.0%
7.94%
2.7%
HAL HALLIBURTON COAdd  $247,565
1.4%
5,747,957
3.3%
7.15%
-4.1%
EQIX EQUINIX INCReduce  $222,983
8.6%
877,887
-0.4%
6.44%
2.7%
CMPR CIMPRESS N VReduce  $190,980
-10.7%
2,269,248
-10.5%
5.51%
-15.6%
BAM BROOKFIELD ASSET MGMT INCcl a ltd vt shNew  $190,0435,440,6865.49%
ESRX EXPRESS SCRIPTS HLDG COReduce  $154,710
-49.0%
1,739,482
-50.2%
4.47%
-51.8%
PRI PRIMERICA INCAdd  $123,140
14.7%
2,695,109
27.8%
3.56%
8.5%
JPMWS JPMORGAN CHASE & CO*w exp 10/28/201Add  $95,637
61.8%
3,864,103
43.9%
2.76%
53.0%
AR ANTERO RES CORPNew  $65,0641,894,7141.88%
BHI BAKER HUGHES INCReduce  $13,453
-44.1%
218,044
-42.4%
0.39%
-47.1%
CMCSA COMCAST CORP NEWcl a  $935
6.5%
15,5470.0%0.03%0.0%
VRX VALEANT PHAR... VRXcallNew  $5552,5000.02%
TDW TIDEWATER INC  $446
18.6%
19,6250.0%0.01%
18.2%
BAC BANK AMER CORP  $247
10.3%
14,5320.0%0.01%0.0%
KMI KINDER MORGAN INC DELSold out  $0-2,960,671-3.80%
  • Brave Warrior Advisors Q2 2015 Portfolio
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  • Quarter
    Q2 2015
  • Total value
    $3.46 Billion
  • Holdings
    17
  • Turnover
    26.7%
  • EDGAR