Brave Warrior Advisors as of June 30, 2014
Portfolio Holdings for Brave Warrior Advisors
Brave Warrior Advisors holds 13 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Valeant Pharmaceuticals Int | 30.8 | $763M | 6.1M | 126.12 | |
| Express Scripts Holding | 13.1 | $324M | 4.7M | 69.33 | |
| Oracle Corporation (ORCL) | 12.9 | $320M | 7.9M | 40.53 | |
| Charles Schwab Corporation (SCHW) | 9.1 | $225M | 8.3M | 26.93 | |
| Kinder Morgan Management SHS | 9.0 | $224M | 2.8M | 78.93 | |
| Microsoft Corporation (MSFT) | 8.1 | $202M | 4.8M | 41.70 | |
| Primerica (PRI) | 6.5 | $161M | 3.4M | 47.85 | |
| Vistaprint N V SHS | 5.9 | $147M | 3.6M | 40.46 | |
| Equinix Com New | 4.3 | $107M | 509k | 210.09 | |
| Halliburton Company (HAL) | 0.2 | $5.0M | 71k | 71.01 | |
| Tidewater | 0.0 | $1.1M | 20k | 56.15 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $835k | 16k | 53.71 | |
| Bank of America Corporation (BAC) | 0.0 | $223k | 15k | 15.35 |
