Brave Warrior Advisors as of Sept. 30, 2014
Portfolio Holdings for Brave Warrior Advisors
Brave Warrior Advisors holds 12 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Valeant Pharmaceuticals Int | 32.0 | $864M | 6.6M | 131.20 | |
| Express Scripts Holding | 13.0 | $352M | 5.0M | 70.63 | |
| Vistaprint N V SHS | 9.3 | $251M | 4.6M | 54.79 | |
| Charles Schwab Corporation (SCHW) | 9.1 | $245M | 8.3M | 29.39 | |
| Kinder Morgan Management SHS | 8.4 | $226M | 2.4M | 94.15 | |
| Microsoft Corporation (MSFT) | 8.3 | $224M | 4.8M | 46.36 | |
| JPMorgan Chase & Co. (JPM) | 8.1 | $219M | 3.6M | 60.24 | |
| Primerica (PRI) | 6.0 | $161M | 3.3M | 48.22 | |
| Equinix Com New | 5.7 | $154M | 727k | 212.48 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $836k | 16k | 53.77 | |
| Tidewater | 0.0 | $766k | 20k | 39.03 | |
| Bank of America Corporation (BAC) | 0.0 | $248k | 15k | 17.07 |
