Brave Warrior Advisors as of Dec. 31, 2017
Portfolio Holdings for Brave Warrior Advisors
Brave Warrior Advisors holds 15 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alliance Data Systems Corporation (BFH) | 17.9 | $420M | 1.7M | 253.48 | |
| Charles Schwab Corporation (SCHW) | 13.8 | $325M | 6.3M | 51.37 | |
| Hca Holdings (HCA) | 10.9 | $255M | 2.9M | 87.84 | |
| Alphabet Inc Class A cs (GOOGL) | 10.8 | $254M | 241k | 1053.40 | |
| Liberty Global Inc C | 10.1 | $237M | 7.0M | 33.84 | |
| Antero Res (AR) | 8.9 | $210M | 11M | 19.00 | |
| JPMorgan Chase & Co. (JPM) | 8.3 | $194M | 1.8M | 106.94 | |
| Brookfield Asset Management | 7.1 | $167M | 3.8M | 43.54 | |
| Primerica (PRI) | 6.0 | $142M | 1.4M | 101.55 | |
| Sensata Technologies Hldg Bv | 3.6 | $84M | 1.6M | 51.11 | |
| Iqvia Holdings (IQV) | 2.0 | $47M | 483k | 97.90 | |
| Liberty Global Inc Com Ser A | 0.4 | $9.2M | 256k | 35.84 | |
| Comcast Corporation (CMCSA) | 0.1 | $1.3M | 32k | 40.04 | |
| Bank of America Corporation (BAC) | 0.0 | $429k | 15k | 29.52 | |
| Express Scripts Holding | 0.0 | $528k | 7.1k | 74.58 |
