Brave Warrior Advisors, LLC Q2 2017 Filing
Filed August 14, 2017
Portfolio Value
$2.3T
Holdings
17
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHWSCHWAB CHARLES CORP NEW | 7,302,503 | $313.7B | 13.86% | |
| 2 | —HCA HEALTHCARE INC | 3,080,347 | $268.6B | 11.87% | |
| 3 | ARANTERO RES CORP | 11,459,921 | $247.6B | 10.94% | |
| 4 | BFHALLIANCE DATA SYSTEMS CORP | 938,698 | $241.0B | 10.65% | |
| 5 | —LIBERTY GLOBAL PLC | 6,738,614 | $210.1B | 9.29% | |
| 6 | BAMBROOKFIELD ASSET MGMT INC | 4,690,948 | $183.9B | 8.13% | |
| 7 | —JPMORGAN CHASE & CO | 1,677,185 | $153.3B | 6.77% | |
| 8 | —QUINTILES IMS HOLDINGS INC | 1,581,553 | $141.5B | 6.26% | |
| 9 | —SENSATA TECHNOLOGIES HLDG NV | 2,910,230 | $124.3B | 5.49% | |
| 10 | AXTAAXALTA COATING SYS LTD | 3,859,691 | $123.7B | 5.46% | |
| 11 | PRIPRIMERICA INC | 1,518,440 | $115.0B | 5.08% | |
| 12 | —SERVICEMASTER GLOBAL HLDGS I | 1,923,916 | $75.4B | 3.33% | |
| 13 | JPMJPMORGAN CHASE & CO | 1,083,231 | $54.5B | 2.41% | |
| 14 | —LIBERTY GLOBAL PLC | 266,868 | $8.6B | 0.38% | |
| 15 | CMCSACOMCAST CORP NEW | 32,194 | $1.3B | 0.06% | |
| 16 | BACBANK AMER CORP | 14,532 | $353.0M | 0.02% | |
| 17 | —TIDEWATER INC | 19,625 | $14.0M | 0.00% |