BRAVE WARRIOR ADVISORS, LLC Information

12 EAST 49 STREET, 14TH FLOOR, NEW YORK, New York, 10017, (212) 421-9760

Report Date: 09/30/2014

Position Statistics

Total Positions 14
New Positions 1
Increased Positions 5
Decreased Positions 6
Positions with Activity 11
Sold Out Positions 2
Total Mkt Value (in $ millions) 3,016

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 0.02%
Financial 22.04%
Healthcare 30.64%
Services 25.65%
Technology 13.33%
Transportation
Utilities 8.3%

14 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VALEANT PHARMACEUTICALS INTL I COM 924,295 75,237 8.86 6,586,582
EXPRESS SCRIPTS HLDG CO COM 425,923 25,989 6.50 4,982,726
CIMPRESS N V SHS EURO 346,990 71,929 26.15 4,580,125
SCHWAB CHARLES CORP NEW COM 255,912 -99 (0.04) 8,344,052
KINDER MORGAN INC DEL COM 250,412 -45,750 (15.45) 5,960,761
MICROSOFT CORP COM 232,706 -238 (0.1) 4,833,947
JPMORGAN CHASE & CO COM 227,518 227,518 New 3,641,450
PRIMERICA INC COM 181,221 -1,450 (0.79) 3,331,270
EQUINIX INC COM NEW 169,469 50,730 42.72 726,837
COMCAST CORP NEW CL A 903 New 15,547
TIDEWATER INC COM 643 New 19,625
BANK AMER CORP COM 261 New 14,532
HALLIBURTON CO COM -2,810 Sold Out 0
ORACLE CORP COM -364,693 Sold Out 0


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