Brave Warrior Advisors Q4 2016 13F Holdings

Brave Warrior Advisors Q4 2016 holdings
TickerName Value Shares↓ Weighting
SCHW SCHWAB CHARLES CORP NEWReduce  $323,849
11.9%
8,204,928
-10.5%
15.45%
10.3%
HCA HCA HOLDINGS INCAdd  $267,786
41.7%
3,617,751
44.8%
12.77%
39.7%
AR ANTERO RES CORPAdd  $228,157
-8.1%
9,647,226
4.7%
10.88%
-9.4%
JPM JPMORGAN CHASE & COReduce  $220,915
22.9%
2,560,143
-5.2%
10.54%
21.2%
BAM BROOKFIELD ASSET MGMT INCcl a ltd vt shAdd  $220,628
-4.0%
6,683,668
2.3%
10.52%
-5.4%
LBTYK LIBERTY GLOBAL PLCAdd  $200,810
-8.6%
6,761,270
1.6%
9.58%
-9.9%
ESRX EXPRESS SCRIPTS HLDG CONew  $129,9661,889,3176.20%
AXTA AXALTA COATING SYS LTDAdd  $120,860
42.3%
4,443,376
47.8%
5.76%
40.2%
ST SENSATA TECHNOLOGIES H...Reduce  $115,802
-3.2%
2,973,093
-3.6%
5.52%
-4.6%
PRI PRIMERICA INCReduce  $111,196
-23.2%
1,608,035
-41.1%
5.30%
-24.3%
JPMWS JPMORGAN CHASE & CO*w exp 10/28/201Reduce  $72,607
-32.8%
1,640,094
-62.6%
3.46%
-33.8%
LILAK LIBERTY GLOBAL PLCAdd  $38,763
83.8%
1,831,055
143.6%
1.85%
81.3%
LBTYA LIBERTY GLOBAL PLCReduce  $35,396
-12.5%
1,157,104
-2.2%
1.69%
-13.7%
LILA LIBERTY GLOBAL PLCReduce  $3,335
-20.4%
151,869
-0.1%
0.16%
-21.7%
CMPR CIMPRESS N VReduce  $2,904
-98.4%
31,697
-98.3%
0.14%
-98.5%
LVNTA LIBERTY INTERACTIVE CORPNew  $2,01954,7670.10%
CMCSA COMCAST CORP NEWcl aAdd  $1,111
7.8%
16,097
3.5%
0.05%
6.0%
BAC BANK AMER CORP  $321
41.4%
14,5320.0%0.02%
36.4%
T AT&T INC  $212
4.4%
4,9940.0%0.01%0.0%
TDW TIDEWATER INC  $67
21.8%
19,6250.0%0.00%0.0%
  • Brave Warrior Advisors Q4 2016 Portfolio
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  • Quarter
    Q4 2016
  • Total value
    $2.1 Billion
  • Holdings
    20
  • Turnover
    11.1%
  • EDGAR