Brave Warrior Advisors as of Sept. 30, 2012
Portfolio Holdings for Brave Warrior Advisors
Brave Warrior Advisors holds 12 positions in its portfolio as reported in the September 2012 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Valeant Pharmaceuticals Int | 20.8 | $335M | 6.1M | 55.27 | |
14.0 | $226M | 300k | 754.50 | ||
Vistaprint N V | 9.3 | $150M | 4.4M | 34.15 | |
Oracle Corporation (ORCL) | 8.1 | $130M | 4.1M | 31.46 | |
Fiserv (FI) | 7.9 | $127M | 1.7M | 74.03 | |
Higher One Holdings | 7.4 | $119M | 8.8M | 13.48 | |
Comcast Corporation | 7.3 | $119M | 3.4M | 34.81 | |
Motorola Solutions (MSI) | 6.9 | $111M | 2.2M | 50.55 | |
Adobe Systems Incorporated (ADBE) | 5.1 | $83M | 2.6M | 32.43 | |
Laboratory Corp. of America Holdings (LH) | 4.8 | $78M | 839k | 92.47 | |
Charles Schwab Corporation (SCHW) | 4.7 | $75M | 5.9M | 12.79 | |
Primerica (PRI) | 3.7 | $59M | 2.1M | 28.64 |