Brave Warrior Advisors, LLC Q1 2017 Filing
Filed May 15, 2017
Portfolio Value
$2.1T
Holdings
18
Report Date
Q1 2017
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHWSCHWAB CHARLES CORP NEW | 7,651,850 | $312.3B | 14.91% | |
| 2 | —HCA HOLDINGS INC | 3,097,983 | $275.7B | 13.16% | |
| 3 | BAMBROOKFIELD ASSET MGMT INC | 6,636,977 | $242.0B | 11.55% | |
| 4 | ARANTERO RES CORP | 10,593,829 | $241.6B | 11.54% | |
| 5 | —LIBERTY GLOBAL PLC | 6,733,386 | $235.9B | 11.27% | |
| 6 | —JPMORGAN CHASE & CO | 1,692,041 | $148.6B | 7.10% | |
| 7 | AXTAAXALTA COATING SYS LTD | 4,400,048 | $141.7B | 6.76% | |
| 8 | —SENSATA TECHNOLOGIES HLDG NV | 2,947,474 | $128.7B | 6.15% | |
| 9 | PRIPRIMERICA INC | 1,559,965 | $128.2B | 6.12% | |
| 10 | —EXPRESS SCRIPTS HLDG CO | 1,413,775 | $93.2B | 4.45% | |
| 11 | —JPMORGAN CHASE & CO | 1,285,720 | $59.5B | 2.84% | |
| 12 | —LIBERTY GLOBAL PLC | 1,832,210 | $42.2B | 2.02% | |
| 13 | —LIBERTY GLOBAL PLC | 1,101,199 | $39.5B | 1.89% | |
| 14 | —LIBERTY GLOBAL PLC | 151,916 | $3.4B | 0.16% | |
| 15 | CMCSACOMCAST CORP NEW | 32,194 | $1.2B | 0.06% | |
| 16 | BACBANK AMER CORP | 14,532 | $343.0M | 0.02% | |
| 17 | TAT&T INC | 4,994 | $208.0M | 0.01% | |
| 18 | —TIDEWATER INC | 19,625 | $23.0M | 0.00% |