Brave Warrior Advisors, LLC Q3 2016 Filing
Filed November 14, 2016
Portfolio Value
$2.1T
Holdings
18
Report Date
Q3 2016
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHWSCHWAB CHARLES CORP NEW | 9,166,877 | $289.4B | 14.00% | |
| 2 | ARANTERO RES CORP | 9,216,626 | $248.4B | 12.01% | |
| 3 | BAMBROOKFIELD ASSET MGMT INC | 6,535,212 | $229.9B | 11.12% | |
| 4 | —LIBERTY GLOBAL PLC | 6,653,098 | $219.8B | 10.63% | |
| 5 | —HCA HOLDINGS INC | 2,498,550 | $189.0B | 9.14% | |
| 6 | —CIMPRESS N V | 1,842,187 | $186.4B | 9.02% | |
| 7 | —JPMORGAN CHASE & CO | 2,699,238 | $179.7B | 8.69% | |
| 8 | PRIPRIMERICA INC | 2,729,998 | $144.8B | 7.00% | |
| 9 | —SENSATA TECHNOLOGIES HLDG NV | 3,085,374 | $119.7B | 5.79% | |
| 10 | —JPMORGAN CHASE & CO | 4,389,824 | $108.1B | 5.23% | |
| 11 | AXTAAXALTA COATING SYS LTD | 3,005,422 | $85.0B | 4.11% | |
| 12 | —LIBERTY GLOBAL PLC | 1,182,895 | $40.4B | 1.96% | |
| 13 | —LIBERTY GLOBAL PLC | 751,775 | $21.1B | 1.02% | |
| 14 | —LIBERTY GLOBAL PLC | 151,955 | $4.2B | 0.20% | |
| 15 | CMCSACOMCAST CORP NEW | 15,547 | $1.0B | 0.05% | |
| 16 | BACBANK AMER CORP | 14,532 | $227.0M | 0.01% | |
| 17 | TAT&T INC | 4,994 | $203.0M | 0.01% | |
| 18 | —TIDEWATER INC | 19,625 | $55.0M | 0.00% |