Brave Warrior Advisors Q3 2015 13F Holdings

Brave Warrior Advisors Q3 2015 holdings
TickerName Value Shares↓ Weighting
VRX VALEANT PHARMACEUTICAL...Reduce  $994,984
-21.4%
5,577,892
-2.2%
31.62%
-13.5%
CMPR CIMPRESS N VAdd  $309,047
61.8%
4,060,537
78.9%
9.82%
78.1%
JPM JPMORGAN CHASE & COReduce  $293,530
-11.1%
4,814,343
-1.2%
9.33%
-2.2%
MSFT MICROSOFT CORPAdd  $277,986
1.1%
6,280,742
0.8%
8.83%
11.3%
BAM BROOKFIELD ASSET MGMT INCcl a ltd vt shAdd  $267,926
41.0%
8,521,806
56.6%
8.51%
55.2%
SCHW SCHWAB CHARLES CORP NEWAdd  $260,608
-8.9%
9,124,945
4.2%
8.28%
0.3%
HAL HALLIBURTON COAdd  $254,878
3.0%
7,210,130
25.4%
8.10%
13.3%
EQIX EQUINIX INCReduce  $175,429
-21.3%
641,658
-26.9%
5.58%
-13.4%
PRI PRIMERICA INCAdd  $140,029
13.7%
3,106,919
15.3%
4.45%
25.2%
JPMWS JPMORGAN CHASE & CO*w exp 10/28/201Add  $92,532
-3.2%
4,647,495
20.3%
2.94%
6.5%
AR ANTERO RES CORPAdd  $73,806
13.4%
3,487,994
84.1%
2.34%
24.8%
BIP BROOKFIELD INFRAST PAR...lp int unitNew  $4,478121,7730.14%
CMCSA COMCAST CORP NEWcl a  $884
-5.5%
15,5470.0%0.03%
3.7%
BPY BROOKFIELD PPTY PARTNE...unit ltd partnNew  $28313,2000.01%
TDW TIDEWATER INC  $258
-42.2%
19,6250.0%0.01%
-38.5%
BAC BANK AMER CORP  $226
-8.5%
14,5320.0%0.01%0.0%
VRX VALEANT PHAR... VRXcallSold out  $0-2,500-0.02%
BHI BAKER HUGHES INCSold out  $0-218,044-0.39%
ESRX EXPRESS SCRIPTS HLDG COSold out  $0-1,739,482-4.47%
  • Brave Warrior Advisors Q3 2015 Portfolio
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  • Quarter
    Q3 2015
  • Total value
    $3.15 Billion
  • Holdings
    16
  • Turnover
    29.4%
  • EDGAR