Brave Warrior Advisors

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
Google 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