Brave Warrior Advisors Q1 2016 13F Holdings

Brave Warrior Advisors Q1 2016 holdings
TickerName Value Shares↓ Weighting
CMPR CIMPRESS N VReduce  $307,781
-2.9%
3,393,765
-13.2%
15.01%
19.3%
JPM JPMORGAN CHASE & COReduce  $279,769
-11.2%
4,724,238
-1.0%
13.64%
9.1%
SCHW SCHWAB CHARLES CORP NEWReduce  $267,714
-15.3%
9,554,406
-0.5%
13.06%
4.1%
BAM BROOKFIELD ASSET MGMT INCcl a ltd vt shReduce  $241,101
-14.5%
6,930,194
-22.5%
11.76%
5.1%
HAL HALLIBURTON COReduce  $230,818
4.3%
6,461,858
-0.6%
11.26%
28.2%
LBTYK LIBERTY GLOBAL PLCNew  $193,2215,144,3239.42%
PRI PRIMERICA INCAdd  $147,481
5.2%
3,311,941
11.6%
7.19%
29.3%
AXTA AXALTA COATING SYS LTDNew  $140,9114,825,7156.87%
AR ANTERO RES CORPAdd  $104,583
37.6%
4,205,195
20.6%
5.10%
69.1%
JPMWS JPMORGAN CHASE & CO*w exp 10/28/201Reduce  $82,185
-25.5%
4,643,248
-0.3%
4.01%
-8.4%
VRX VALEANT PHARMACEUTICAL...Reduce  $53,502
-91.6%
2,034,281
-67.5%
2.61%
-89.7%
CMCSA COMCAST CORP NEWcl a  $950
8.3%
15,5470.0%0.05%
31.4%
BAC BANK AMER CORP  $196
-20.0%
14,5320.0%0.01%0.0%
TDW TIDEWATER INC  $134
-2.2%
19,6250.0%0.01%
40.0%
BPY BROOKFIELD PPTY PARTNE...unit ltd partnSold out  $0-12,500-0.01%
BIP BROOKFIELD INFRAST PAR...lp int unitSold out  $0-121,773-0.18%
EQIX EQUINIX INCSold out  $0-331,660-3.98%
  • Brave Warrior Advisors Q1 2016 Portfolio
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  • Quarter
    Q1 2016
  • Total value
    $2.05 Billion
  • Holdings
    14
  • Turnover
    33.3%
  • EDGAR