Brave Warrior Advisors Q1 2017 13F Holdings

Brave Warrior Advisors Q1 2017 holdings
TickerName Value Shares↓ Weighting
SCHW SCHWAB CHARLES CORP NEWReduce  $312,272
-3.6%
7,651,850
-6.7%
14.91%
-3.5%
HCA HCA HOLDINGS INCReduce  $275,690
3.0%
3,097,983
-14.4%
13.16%
3.1%
BAM BROOKFIELD ASSET MGMT INCcl a ltd vt shReduce  $241,984
9.7%
6,636,977
-0.7%
11.55%
9.8%
AR ANTERO RES CORPAdd  $241,645
5.9%
10,593,829
9.8%
11.54%
6.0%
LBTYK LIBERTY GLOBAL PLCReduce  $235,938
17.5%
6,733,386
-0.4%
11.26%
17.6%
JPM JPMORGAN CHASE & COReduce  $148,629
-32.7%
1,692,041
-33.9%
7.10%
-32.6%
AXTA AXALTA COATING SYS LTDReduce  $141,682
17.2%
4,400,048
-1.0%
6.76%
17.4%
ST SENSATA TECHNOLOGIES H...Reduce  $128,716
11.2%
2,947,474
-0.9%
6.15%
11.3%
PRI PRIMERICA INCReduce  $128,229
15.3%
1,559,965
-3.0%
6.12%
15.5%
ESRX EXPRESS SCRIPTS HLDG COReduce  $93,182
-28.3%
1,413,775
-25.2%
4.45%
-28.2%
JPMWS JPMORGAN CHASE & CO*w exp 10/28/201Reduce  $59,542
-18.0%
1,285,720
-21.6%
2.84%
-17.9%
LILAK LIBERTY GLOBAL PLCAdd  $42,214
8.9%
1,832,210
0.1%
2.02%
9.0%
LBTYA LIBERTY GLOBAL PLCReduce  $39,500
11.6%
1,101,199
-4.8%
1.89%
11.7%
LILA LIBERTY GLOBAL PLCAdd  $3,379
1.3%
151,916
0.0%
0.16%
1.3%
CMCSA COMCAST CORP NEWcl aAdd  $1,210
8.9%
32,194
100.0%
0.06%
9.4%
BAC BANK AMER CORP  $343
6.9%
14,5320.0%0.02%
6.7%
T AT&T INC  $208
-1.9%
4,9940.0%0.01%0.0%
TDW TIDEWATER INC  $23
-65.7%
19,6250.0%0.00%
-66.7%
LVNTA LIBERTY INTERACTIVE CORPSold out  $0-54,767-0.10%
CMPR CIMPRESS N VSold out  $0-31,697-0.14%
  • Brave Warrior Advisors Q1 2017 Portfolio
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  • Quarter
    Q1 2017
  • Total value
    $2.09 Billion
  • Holdings
    18
  • Turnover
    10.0%
  • EDGAR