Brave Warrior Advisors Q2 2017 13F Holdings

Brave Warrior Advisors Q2 2017 holdings
TickerName Value Shares↓ Weighting
SCHW SCHWAB CHARLES CORP NEWReduce  $313,716
0.5%
7,302,503
-4.6%
13.86%
-7.0%
HCA HCA HEALTHCARE INCReduce  $268,606
-2.6%
3,080,347
-0.6%
11.87%
-9.8%
AR ANTERO RES CORPAdd  $247,649
2.5%
11,459,921
8.2%
10.94%
-5.1%
ADS ALLIANCE DATA SYSTEMS ...New  $240,954938,69810.65%
LBTYK LIBERTY GLOBAL PLCAdd  $210,110
-10.9%
6,738,614
0.1%
9.28%
-17.6%
BAM BROOKFIELD ASSET MGMT INCcl a ltd vt shReduce  $183,932
-24.0%
4,690,948
-29.3%
8.13%
-29.7%
JPM JPMORGAN CHASE & COReduce  $153,295
3.1%
1,677,185
-0.9%
6.77%
-4.6%
Q QUINTILES IMS HOLDINGS...New  $141,5491,581,5536.26%
ST SENSATA TECHNOLOGIES H...Reduce  $124,325
-3.4%
2,910,230
-1.3%
5.49%
-10.6%
AXTA AXALTA COATING SYS LTDReduce  $123,664
-12.7%
3,859,691
-12.3%
5.46%
-19.2%
PRI PRIMERICA INCReduce  $115,022
-10.3%
1,518,440
-2.7%
5.08%
-17.0%
SERV SERVICEMASTER GLOBAL H...New  $75,3981,923,9163.33%
JPMWS JPMORGAN CHASE & CO*w exp 10/28/201Reduce  $54,476
-8.5%
1,083,231
-15.7%
2.41%
-15.3%
LBTYA LIBERTY GLOBAL PLCReduce  $8,572
-78.3%
266,868
-75.8%
0.38%
-79.9%
CMCSA COMCAST CORP NEWcl a  $1,253
3.6%
32,1940.0%0.06%
-5.2%
BAC BANK AMER CORP  $353
2.9%
14,5320.0%0.02%0.0%
TDW TIDEWATER INC  $14
-39.1%
19,6250.0%0.00%0.0%
T AT&T INCSold out  $0-4,994-0.01%
LILA LIBERTY GLOBAL PLCSold out  $0-151,916-0.16%
LILAK LIBERTY GLOBAL PLCSold out  $0-1,832,210-2.02%
ESRX EXPRESS SCRIPTS HLDG COSold out  $0-1,413,775-4.45%
  • Brave Warrior Advisors Q2 2017 Portfolio
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  • Quarter
    Q2 2017
  • Total value
    $2.26 Billion
  • Holdings
    17
  • Turnover
    38.9%
  • EDGAR