Brave Warrior Advisors as of March 31, 2014
Portfolio Holdings for Brave Warrior Advisors
Brave Warrior Advisors holds 12 positions in its portfolio as reported in the March 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Valeant Pharmaceuticals Int | 29.8 | $737M | 5.6M | 131.83 | |
Oracle Corporation (ORCL) | 12.9 | $319M | 7.8M | 40.91 | |
Express Scripts Holding | 10.8 | $266M | 3.5M | 75.09 | |
Halliburton Company (HAL) | 9.7 | $240M | 4.1M | 58.89 | |
Kinder Morgan Management | 9.4 | $234M | 3.3M | 71.67 | |
Charles Schwab Corporation (SCHW) | 8.0 | $197M | 7.2M | 27.33 | |
Microsoft Corporation (MSFT) | 6.6 | $163M | 4.0M | 40.99 | |
Primerica (PRI) | 6.4 | $159M | 3.4M | 47.11 | |
Vistaprint N V | 6.3 | $156M | 3.2M | 49.22 | |
Tidewater | 0.0 | $954k | 20k | 48.61 | |
Comcast Corporation (CMCSA) | 0.0 | $778k | 16k | 50.04 | |
Bank of America Corporation (BAC) | 0.0 | $250k | 15k | 17.20 |