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%
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%
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%
ESRX EXPRESS SCRIPTS HLDG COReduce  $154,710
-49.0%
1,739,482
-50.2%
4.47%
-51.8%
BHI BAKER HUGHES INCReduce  $13,453
-44.1%
218,044
-42.4%
0.39%
-47.1%
  • Brave Warrior Advisors Q2 2015 Portfolio
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  • Quarter
    Q2 2015
  • Total value
    $3.46 Billion
  • Holdings
    17
  • Turnover
    0.0%
  • EDGAR