Brave Warrior Advisors as of March 31, 2015
Portfolio Holdings for Brave Warrior Advisors
Brave Warrior Advisors holds 15 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Valeant Pharmaceuticals Int | 35.6 | $1.2B | 5.9M | 198.62 | |
| Express Scripts Holding | 9.3 | $303M | 3.5M | 86.77 | |
| JPMorgan Chase & Co. (JPM) | 8.9 | $292M | 4.8M | 60.58 | |
| Charles Schwab Corporation (SCHW) | 8.5 | $280M | 9.2M | 30.44 | |
| Microsoft Corporation (MSFT) | 7.7 | $253M | 6.2M | 40.65 | |
| Halliburton Company (HAL) | 7.5 | $244M | 5.6M | 43.88 | |
| Cimpress N V Shs Euro | 6.5 | $214M | 2.5M | 84.38 | |
| Equinix Com Par $0.001 (EQIX) | 6.3 | $205M | 882k | 232.85 | |
| Kinder Morgan (KMI) | 3.8 | $125M | 3.0M | 42.06 | |
| Primerica (PRI) | 3.3 | $107M | 2.1M | 50.90 | |
| Jpmorgan Chase & Co *w Exp 10/28/201 | 1.8 | $59M | 2.7M | 22.01 | |
| Baker Hughes Incorporated | 0.7 | $24M | 378k | 63.58 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $878k | 16k | 56.47 | |
| Tidewater | 0.0 | $376k | 20k | 19.16 | |
| Bank of America Corporation (BAC) | 0.0 | $224k | 15k | 15.41 |
