Brave Warrior Capital as of Dec. 31, 2011
Portfolio Holdings for Brave Warrior Capital
Brave Warrior Capital holds 15 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Valeant Pharmaceuticals Int | 16.5 | $204M | 4.4M | 46.69 | |
| 15.7 | $193M | 299k | 645.90 | ||
| Fiserv (FI) | 11.3 | $140M | 2.4M | 58.74 | |
| Comcast Corporation | 9.4 | $116M | 4.9M | 23.56 | |
| Motorola Solutions (MSI) | 8.1 | $100M | 2.2M | 46.29 | |
| U.S. Bancorp (USB) | 6.5 | $80M | 3.0M | 27.05 | |
| Aon Corporation | 5.7 | $71M | 1.5M | 46.80 | |
| Laboratory Corp. of America Holdings | 5.5 | $67M | 784k | 85.97 | |
| Vistaprint N V | 5.2 | $64M | 2.1M | 30.60 | |
| MasterCard Incorporated (MA) | 5.0 | $61M | 164k | 372.82 | |
| Adobe Systems Incorporated (ADBE) | 3.3 | $40M | 1.4M | 28.27 | |
| Primerica (PRI) | 3.2 | $39M | 1.7M | 23.24 | |
| Visa (V) | 2.3 | $28M | 274k | 101.53 | |
| Oracle Corporation (ORCL) | 2.1 | $26M | 1.0M | 25.65 | |
| Globe Specialty Metals | 0.3 | $3.3M | 249k | 13.39 |
