Brave Warrior Advisors, LLC Q3 2017 Filing
Filed November 14, 2017
Portfolio Value
$2.1T
Holdings
14
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHWSCHWAB CHARLES CORP NEW | 7,143,220 | $312.4B | 15.12% | |
| 2 | BFHALLIANCE DATA SYSTEMS CORP | 1,388,992 | $307.7B | 14.89% | |
| 3 | —HCA HEALTHCARE INC | 2,918,273 | $232.3B | 11.24% | |
| 4 | —LIBERTY GLOBAL PLC | 6,970,629 | $227.9B | 11.03% | |
| 5 | ARANTERO RES CORP | 11,172,897 | $222.3B | 10.76% | |
| 6 | —JPMORGAN CHASE & CO | 2,023,336 | $193.2B | 9.35% | |
| 7 | BAMBROOKFIELD ASSET MGMT INC | 3,865,381 | $159.6B | 7.73% | |
| 8 | PRIPRIMERICA INC | 1,485,192 | $121.1B | 5.86% | |
| 9 | AXTAAXALTA COATING SYS LTD | 3,764,629 | $108.9B | 5.27% | |
| 10 | —QUINTILES IMS HOLDINGS INC | 950,121 | $90.3B | 4.37% | |
| 11 | —SENSATA TECHNOLOGIES HLDG NV | 1,663,465 | $80.0B | 3.87% | |
| 12 | —LIBERTY GLOBAL PLC | 256,814 | $8.7B | 0.42% | |
| 13 | CMCSACOMCAST CORP NEW | 32,194 | $1.2B | 0.06% | |
| 14 | BACBANK AMER CORP | 14,532 | $368.0M | 0.02% |