Brave Warrior Capital as of Dec. 31, 2010
Portfolio Holdings for Brave Warrior Capital
Brave Warrior Capital holds 11 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fiserv (FI) | 13.9 | $152M | 2.6M | 58.56 | |
| Comcast Corporation | 13.1 | $143M | 6.8M | 20.81 | |
| Ryanair Holdings | 10.7 | $117M | 3.8M | 30.76 | |
| Laboratory Corp. of America Holdings (LH) | 10.6 | $115M | 1.3M | 87.92 | |
| U.S. Bancorp (USB) | 9.6 | $105M | 3.9M | 26.97 | |
| 8.7 | $95M | 159k | 593.97 | ||
| MasterCard Incorporated (MA) | 8.6 | $94M | 419k | 224.11 | |
| Broadridge Financial Solutions (BR) | 7.3 | $80M | 3.6M | 21.93 | |
| Hewlett-Packard Company | 6.4 | $70M | 1.7M | 42.10 | |
| Arch Capital Group (ACGL) | 6.3 | $69M | 783k | 88.05 | |
| Lockheed Martin Corporation (LMT) | 4.8 | $52M | 750k | 69.91 |
