Brave Warrior Advisors Q3 2017 13F Holdings

Brave Warrior Advisors Q3 2017 holdings
TickerName Value Shares↓ Weighting
SCHW SCHWAB CHARLES CORP NEWReduce  $312,444
-0.4%
7,143,220
-2.2%
15.12%
9.1%
ADS ALLIANCE DATA SYSTEMS ...Add  $307,731
27.7%
1,388,992
48.0%
14.89%
39.9%
HCA HCA HEALTHCARE INCReduce  $232,265
-13.5%
2,918,273
-5.3%
11.24%
-5.3%
LBTYK LIBERTY GLOBAL PLCAdd  $227,940
8.5%
6,970,629
3.4%
11.03%
18.8%
AR ANTERO RES CORPReduce  $222,341
-10.2%
11,172,897
-2.5%
10.76%
-1.7%
JPM JPMORGAN CHASE & COAdd  $193,249
26.1%
2,023,336
20.6%
9.35%
38.1%
BAM BROOKFIELD ASSET MGMT INCcl a ltd vt shReduce  $159,640
-13.2%
3,865,381
-17.6%
7.73%
-4.9%
PRI PRIMERICA INCReduce  $121,117
5.3%
1,485,192
-2.2%
5.86%
15.3%
AXTA AXALTA COATING SYS LTDReduce  $108,873
-12.0%
3,764,629
-2.5%
5.27%
-3.6%
Q QUINTILES IMS HOLDINGS...Reduce  $90,328
-36.2%
950,121
-39.9%
4.37%
-30.1%
ST SENSATA TECHNOLOGIES H...Reduce  $79,963
-35.7%
1,663,465
-42.8%
3.87%
-29.6%
LBTYA LIBERTY GLOBAL PLCReduce  $8,709
1.6%
256,814
-3.8%
0.42%
11.1%
CMCSA COMCAST CORP NEWcl a  $1,239
-1.1%
32,1940.0%0.06%
9.1%
BAC BANK AMER CORP  $368
4.2%
14,5320.0%0.02%
12.5%
TDW TIDEWATER INCSold out  $0-19,625-0.00%
JPMWS JPMORGAN CHASE & CO*w exp 10/28/201Sold out  $0-1,083,231-2.41%
SERV SERVICEMASTER GLOBAL H...Sold out  $0-1,923,916-3.33%
  • Brave Warrior Advisors Q3 2017 Portfolio
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  • Quarter
    Q3 2017
  • Total value
    $2.07 Billion
  • Holdings
    14
  • Turnover
    17.6%
  • EDGAR