Brave Warrior Advisors as of Dec. 31, 2014
Portfolio Holdings for Brave Warrior Advisors
Brave Warrior Advisors holds 14 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Valeant Pharmaceuticals Int | 30.5 | $877M | 6.1M | 143.11 | |
| Express Scripts Holding | 12.1 | $346M | 4.1M | 84.67 | |
| JPMorgan Chase & Co. (JPM) | 9.1 | $261M | 4.2M | 62.58 | |
| Charles Schwab Corporation (SCHW) | 8.9 | $256M | 8.5M | 30.19 | |
| Microsoft Corporation (MSFT) | 8.3 | $238M | 5.1M | 46.45 | |
| Cimpress N V Shs Euro | 7.4 | $212M | 2.8M | 74.84 | |
| Equinix Com New | 6.7 | $193M | 852k | 226.73 | |
| Kinder Morgan (KMI) | 6.2 | $177M | 4.2M | 42.31 | |
| Halliburton Company (HAL) | 5.7 | $163M | 4.1M | 39.33 | |
| Primerica (PRI) | 4.4 | $127M | 2.3M | 54.26 | |
| Baker Hughes Incorporated | 0.7 | $20M | 361k | 56.07 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $902k | 16k | 58.02 | |
| Tidewater | 0.0 | $636k | 20k | 32.41 | |
| Bank of America Corporation (BAC) | 0.0 | $260k | 15k | 17.89 |
