Brave Warrior Capital as of March 31, 2011
Portfolio Holdings for Brave Warrior Capital
Brave Warrior Capital holds 13 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fiserv (FI) | 13.7 | $160M | 2.6M | 62.72 | |
| Valeant Pharmaceuticals Int | 10.2 | $119M | 2.4M | 49.81 | |
| MasterCard Incorporated (MA) | 10.2 | $119M | 471k | 251.72 | |
| Comcast Corporation | 8.9 | $104M | 4.5M | 23.22 | |
| Laboratory Corp. of America Holdings (LH) | 8.7 | $102M | 1.1M | 92.13 | |
| Ryanair Holdings | 8.1 | $95M | 3.4M | 27.80 | |
| Aon Corporation | 7.5 | $87M | 1.6M | 52.96 | |
| Arch Capital Group (ACGL) | 6.8 | $80M | 805k | 99.19 | |
| U.S. Bancorp (USB) | 6.7 | $78M | 3.0M | 26.43 | |
| 5.9 | $69M | 117k | 586.76 | ||
| Hewlett-Packard Company | 5.8 | $68M | 1.7M | 40.97 | |
| Broadridge Financial Solutions (BR) | 5.4 | $63M | 2.8M | 22.69 | |
| John Wiley & Sons (WLY) | 2.1 | $25M | 491k | 50.84 |
