Brave Warrior Advisors Q2 2017 holdings

$2.26 Billion is the total value of Brave Warrior Advisors's 17 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 38.9% .

 Value Shares↓ Weighting
SCHW SellSCHWAB CHARLES CORP NEW$313,716
+0.5%
7,302,503
-4.6%
13.86%
-7.0%
HCA SellHCA HEALTHCARE INC$268,606
-2.6%
3,080,347
-0.6%
11.87%
-9.8%
AR BuyANTERO RES CORP$247,649
+2.5%
11,459,921
+8.2%
10.94%
-5.1%
ADS NewALLIANCE DATA SYSTEMS CORP$240,954938,698
+100.0%
10.65%
LBTYK BuyLIBERTY GLOBAL PLC$210,110
-10.9%
6,738,614
+0.1%
9.28%
-17.6%
BAM SellBROOKFIELD ASSET MGMT INCcl a ltd vt sh$183,932
-24.0%
4,690,948
-29.3%
8.13%
-29.7%
JPM SellJPMORGAN CHASE & CO$153,295
+3.1%
1,677,185
-0.9%
6.77%
-4.6%
Q NewQUINTILES IMS HOLDINGS INC$141,5491,581,553
+100.0%
6.26%
ST SellSENSATA TECHNOLOGIES HLDG NV$124,325
-3.4%
2,910,230
-1.3%
5.49%
-10.6%
AXTA SellAXALTA COATING SYS LTD$123,664
-12.7%
3,859,691
-12.3%
5.46%
-19.2%
PRI SellPRIMERICA INC$115,022
-10.3%
1,518,440
-2.7%
5.08%
-17.0%
SERV NewSERVICEMASTER GLOBAL HLDGS I$75,3981,923,916
+100.0%
3.33%
JPMWS SellJPMORGAN CHASE & CO*w exp 10/28/201$54,476
-8.5%
1,083,231
-15.7%
2.41%
-15.3%
LBTYA SellLIBERTY GLOBAL PLC$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 ExitAT&T INC$0-4,994
-100.0%
-0.01%
LILA ExitLIBERTY GLOBAL PLC$0-151,916
-100.0%
-0.16%
LILAK ExitLIBERTY GLOBAL PLC$0-1,832,210
-100.0%
-2.02%
ESRX ExitEXPRESS SCRIPTS HLDG CO$0-1,413,775
-100.0%
-4.45%

The following EDGAR filing(s) were analyzed to create this report:

The EDGAR filing(s) were signed by:

  • Donna Martel-Downing — Chief Compliance Officer

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