Brave Warrior Advisors as of Sept. 30, 2018
Portfolio Holdings for Brave Warrior Advisors
Brave Warrior Advisors holds 18 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alliance Data Systems Corporation (BFH) | 17.4 | $409M | 1.7M | 236.16 | |
| Alphabet Inc Class A cs (GOOGL) | 15.5 | $364M | 302k | 1207.08 | |
| Charles Schwab Corporation (SCHW) | 12.2 | $287M | 5.8M | 49.15 | |
| JPMorgan Chase & Co. (JPM) | 8.6 | $202M | 1.8M | 112.84 | |
| Antero Res (AR) | 8.4 | $197M | 11M | 17.71 | |
| Liberty Global Inc C | 8.3 | $194M | 6.9M | 28.16 | |
| Raymond James Financial (RJF) | 8.1 | $191M | 2.1M | 92.05 | |
| Primerica (PRI) | 7.5 | $175M | 1.5M | 120.55 | |
| Lennar Corporation (LEN) | 4.4 | $103M | 2.2M | 46.69 | |
| Citigroup (C) | 4.2 | $100M | 1.4M | 71.74 | |
| Nielsen Hldgs Plc Shs Eur | 3.4 | $80M | 2.9M | 27.66 | |
| D.R. Horton (DHI) | 1.4 | $34M | 796k | 42.18 | |
| Liberty Global Inc Com Ser A | 0.3 | $7.2M | 249k | 28.93 | |
| Comcast Corporation (CMCSA) | 0.1 | $1.1M | 31k | 35.41 | |
| Alphabet Inc Class C cs (GOOG) | 0.1 | $1.3M | 1.1k | 1193.18 | |
| Moody's Corporation (MCO) | 0.0 | $848k | 5.1k | 167.29 | |
| Bank of America Corporation (BAC) | 0.0 | $428k | 15k | 29.45 | |
| Hca Holdings (HCA) | 0.0 | $542k | 3.9k | 139.12 |
