Brave Warrior Capital as of June 30, 2011
Portfolio Holdings for Brave Warrior Capital
Brave Warrior Capital holds 11 positions in its portfolio as reported in the June 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Valeant Pharmaceuticals Int | 16.0 | $184M | 3.5M | 51.96 | |
| Fiserv (FI) | 14.0 | $160M | 2.6M | 62.63 | |
| 12.8 | $147M | 290k | 506.38 | ||
| MasterCard Incorporated (MA) | 10.8 | $124M | 411k | 301.34 | |
| Aon Corporation | 10.3 | $118M | 2.3M | 51.30 | |
| Comcast Corporation | 8.9 | $103M | 4.2M | 24.23 | |
| Laboratory Corp. of America Holdings (LH) | 8.3 | $95M | 983k | 96.79 | |
| Ryanair Holdings | 6.1 | $70M | 2.4M | 29.34 | |
| U.S. Bancorp (USB) | 6.0 | $69M | 2.7M | 25.51 | |
| Arch Capital Group (ACGL) | 4.5 | $51M | 1.6M | 31.92 | |
| John Wiley & Sons (WLY) | 2.2 | $25M | 488k | 52.01 |
