Brave Warrior Advisors as of Sept. 30, 2015
Portfolio Holdings for Brave Warrior Advisors
Brave Warrior Advisors holds 16 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Valeant Pharmaceuticals Int | 31.6 | $995M | 5.6M | 178.38 | |
| Cimpress N V Shs Euro | 9.8 | $309M | 4.1M | 76.11 | |
| JPMorgan Chase & Co. (JPM) | 9.3 | $294M | 4.8M | 60.97 | |
| Microsoft Corporation (MSFT) | 8.8 | $278M | 6.3M | 44.26 | |
| Brookfield Asset Mgmt Cl A Ltd Vt Sh | 8.5 | $268M | 8.5M | 31.44 | |
| Charles Schwab Corporation (SCHW) | 8.3 | $261M | 9.1M | 28.56 | |
| Halliburton Company (HAL) | 8.1 | $255M | 7.2M | 35.35 | |
| Equinix Com Par $0.001 (EQIX) | 5.6 | $175M | 642k | 273.40 | |
| Primerica (PRI) | 4.4 | $140M | 3.1M | 45.07 | |
| Jpmorgan Chase & Co *w Exp 10/28/201 | 2.9 | $93M | 4.6M | 19.91 | |
| Antero Res (AR) | 2.3 | $74M | 3.5M | 21.16 | |
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.1 | $4.5M | 122k | 36.77 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $884k | 16k | 56.86 | |
| Brookfield Ppty Partners Unit Ltd Partn | 0.0 | $283k | 13k | 21.44 | |
| Tidewater | 0.0 | $258k | 20k | 13.15 | |
| Bank of America Corporation (BAC) | 0.0 | $226k | 15k | 15.55 |
