Brave Warrior Advisors Q4 2017 13F Holdings

Brave Warrior Advisors Q4 2017 holdings
TickerName Value Shares↓ Weighting
ADS ALLIANCE DATA SYSTEMS ...Add  $419,946
36.5%
1,656,724
19.3%
17.90%
20.2%
SCHW SCHWAB CHARLES CORP NEWReduce  $324,665
3.9%
6,320,124
-11.5%
13.84%
-8.5%
HCA HCA HEALTHCARE INCReduce  $255,243
9.9%
2,905,777
-0.4%
10.88%
-3.2%
GOOGL ALPHABET INCcap stk cl aNew  $254,195241,30910.84%
LBTYK LIBERTY GLOBAL PLCAdd  $236,520
3.8%
6,989,361
0.3%
10.08%
-8.6%
AR ANTERO RES CORPReduce  $209,844
-5.6%
11,044,402
-1.2%
8.94%
-16.9%
JPM JPMORGAN CHASE & COReduce  $193,684
0.2%
1,811,149
-10.5%
8.26%
-11.7%
BAM BROOKFIELD ASSET MGMT INCcl a ltd vt shReduce  $167,311
4.8%
3,842,693
-0.6%
7.13%
-7.7%
PRI PRIMERICA INCReduce  $141,923
17.2%
1,397,564
-5.9%
6.05%
3.2%
ST SENSATA TECHNOLOGIES H...Reduce  $83,843
4.9%
1,640,438
-1.4%
3.57%
-7.6%
IQV IQVIA HLDGS INCNew  $47,273482,8662.02%
LBTYA LIBERTY GLOBAL PLCReduce  $9,166
5.2%
255,747
-0.4%
0.39%
-7.1%
CMCSA COMCAST CORP NEWcl a  $1,289
4.0%
32,1940.0%0.06%
-8.3%
ESRX EXPRESS SCRIPTS HLDG CONew  $5287,0800.02%
BAC BANK AMER CORP  $429
16.6%
14,5320.0%0.02%0.0%
Q QUINTILES IMS HOLDINGS...Sold out  $0-950,121-4.37%
AXTA AXALTA COATING SYS LTDSold out  $0-3,764,629-5.27%
  • Brave Warrior Advisors Q4 2017 Portfolio
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  • Quarter
    Q4 2017
  • Total value
    $2.35 Billion
  • Holdings
    15
  • Turnover
    35.7%
  • EDGAR