Brave Warrior Capital as of Sept. 30, 2011
Portfolio Holdings for Brave Warrior Capital
Brave Warrior Capital holds 12 positions in its portfolio as reported in the September 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| 14.5 | $149M | 290k | 514.38 | ||
| Valeant Pharmaceuticals Int | 13.9 | $143M | 3.9M | 37.12 | |
| Fiserv (FI) | 12.6 | $130M | 2.6M | 50.77 | |
| Aon Corporation | 10.5 | $108M | 2.6M | 41.98 | |
| Motorola Solutions (MSI) | 9.8 | $101M | 2.4M | 41.90 | |
| Comcast Corporation | 9.5 | $98M | 4.7M | 20.69 | |
| MasterCard Incorporated (MA) | 8.4 | $87M | 274k | 317.16 | |
| U.S. Bancorp (USB) | 6.6 | $68M | 2.9M | 23.54 | |
| Laboratory Corp. of America Holdings (LH) | 6.4 | $66M | 830k | 79.05 | |
| Primerica (PRI) | 2.9 | $30M | 1.4M | 21.56 | |
| Wells Fargo & Company (WFC) | 2.7 | $28M | 1.2M | 24.12 | |
| Visa (V) | 2.1 | $22M | 255k | 85.72 |
