Brave Warrior Advisors as of June 30, 2015
Portfolio Holdings for Brave Warrior Advisors
Brave Warrior Advisors holds 16 positions in its portfolio as reported in the June 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Valeant Pharmaceuticals Int Call Option | 36.6 | $1.3B | 5.7M | 222.00 | |
| JPMorgan Chase & Co. (JPM) | 9.5 | $330M | 4.9M | 67.76 | |
| Charles Schwab Corporation (SCHW) | 8.3 | $286M | 8.8M | 32.65 | |
| Microsoft Corporation (MSFT) | 7.9 | $275M | 6.2M | 44.15 | |
| Halliburton Company (HAL) | 7.1 | $248M | 5.7M | 43.07 | |
| Equinix Com Par $0.001 (EQIX) | 6.4 | $223M | 878k | 254.00 | |
| Cimpress N V Shs Euro | 5.5 | $191M | 2.3M | 84.16 | |
| Brookfield Asset Mgmt Cl A Ltd Vt Sh | 5.5 | $190M | 5.4M | 34.93 | |
| Express Scripts Holding | 4.5 | $155M | 1.7M | 88.94 | |
| Primerica (PRI) | 3.6 | $123M | 2.7M | 45.69 | |
| Jpmorgan Chase & Co *w Exp 10/28/201 | 2.8 | $96M | 3.9M | 24.75 | |
| Antero Res (AR) | 1.9 | $65M | 1.9M | 34.34 | |
| Baker Hughes Incorporated | 0.4 | $14M | 218k | 61.70 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $935k | 16k | 60.14 | |
| Tidewater | 0.0 | $446k | 20k | 22.73 | |
| Bank of America Corporation (BAC) | 0.0 | $247k | 15k | 17.00 |
