Brave Warrior Advisors as of Dec. 31, 2013
Portfolio Holdings for Brave Warrior Advisors
Brave Warrior Advisors holds 14 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Valeant Pharmaceuticals Int | 29.4 | $718M | 6.1M | 117.40 | |
| Express Scripts Holding | 11.4 | $278M | 4.0M | 70.24 | |
| Oracle Corporation (ORCL) | 11.1 | $271M | 7.1M | 38.26 | |
| Halliburton Company (HAL) | 9.9 | $241M | 4.7M | 50.75 | |
| Charles Schwab Corporation (SCHW) | 8.5 | $207M | 8.0M | 26.00 | |
| Vistaprint N V SHS | 7.4 | $181M | 3.2M | 56.85 | |
| Microsoft Corporation (MSFT) | 6.1 | $148M | 4.0M | 37.41 | |
| Primerica (PRI) | 6.0 | $146M | 3.4M | 42.91 | |
| Kinder Morgan Management SHS | 5.6 | $138M | 1.8M | 75.66 | |
| Comcast Corp Cl A Spl | 3.7 | $91M | 1.8M | 49.88 | |
| Higher One Holdings | 0.9 | $22M | 2.3M | 9.76 | |
| Tidewater | 0.0 | $1.2M | 20k | 59.26 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $808k | 16k | 51.97 | |
| Bank of America Corporation (BAC) | 0.0 | $226k | 15k | 15.55 |
