Brave Warrior Advisors Q2 2016 13F Holdings

Brave Warrior Advisors Q2 2016 holdings
TickerName Value Shares↓ Weighting
AR ANTERO RES CORPAdd  $241,233
130.7%
9,285,336
120.8%
13.49%
164.5%
BAM BROOKFIELD ASSET MGMT INCcl a ltd vt shAdd  $235,907
-2.2%
7,133,576
2.9%
13.20%
12.2%
SCHW SCHWAB CHARLES CORP NEWReduce  $235,382
-12.1%
9,299,975
-2.7%
13.17%
0.8%
CMPR CIMPRESS N VReduce  $235,137
-23.6%
2,542,574
-25.1%
13.15%
-12.4%
LBTYK LIBERTY GLOBAL PLCAdd  $189,674
-1.8%
6,620,387
28.7%
10.61%
12.6%
PRI PRIMERICA INCReduce  $187,304
27.0%
3,272,256
-1.2%
10.48%
45.7%
JPM JPMORGAN CHASE & COReduce  $174,927
-37.5%
2,815,045
-40.4%
9.78%
-28.3%
JPMWS JPMORGAN CHASE & CO*w exp 10/28/201Reduce  $92,499
12.5%
4,567,863
-1.6%
5.17%
29.1%
AXTA AXALTA COATING SYS LTDReduce  $80,154
-43.1%
3,021,244
-37.4%
4.48%
-34.8%
HAL HALLIBURTON COReduce  $73,325
-68.2%
1,619,013
-74.9%
4.10%
-63.6%
LBTYA LIBERTY GLOBAL PLCNew  $36,8911,269,4882.06%
BBU BROOKFIELD BUSINESS PA...unit ltd lpNew  $2,578135,0220.14%
LILA LIBERTY GLOBAL PLCNew  $1,16436,0700.06%
CMCSA COMCAST CORP NEWcl a  $1,014
6.7%
15,5470.0%0.06%
23.9%
T AT&T INCNew  $2164,9940.01%
BAC BANK AMER CORP  $193
-1.5%
14,5320.0%0.01%
10.0%
TDW TIDEWATER INC  $87
-35.1%
19,6250.0%0.01%
-28.6%
VRX VALEANT PHARMACEUTICAL...Sold out  $0-2,034,281-2.61%
  • Brave Warrior Advisors Q2 2016 Portfolio
  • Add Brave Warrior Advisors to Watchlist Similar Filers BETA
  • Quarter
    Q2 2016
  • Total value
    $1.79 Billion
  • Holdings
    17
  • Turnover
    35.7%
  • EDGAR