BRAVE WARRIOR ADVISORS, LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 14
New Positions 0
Increased Positions 3
Decreased Positions 8
Positions with Activity 11
Sold Out Positions 2
Total Mkt Value (in $ millions) 2,472

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 22.92%
Financial 14.44%
Healthcare 28.2%
Services 14.49%
Technology 19.96%
Transportation
Utilities

14 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VALEANT PHARMACEUTICALS INTL I COM 696,945 -64,886 (8.52) 5,592,558
ORACLE CORP COM 314,466 29,449 10.33 7,801,188
HALLIBURTON CO COM 301,594 -49,817 (14.18) 4,074,491
KINDER MORGAN MANAGEMENT LLC SHS 263,842 116,349 78.89 3,260,123
EXPRESS SCRIPTS HLDG CO COM 234,107 -27,225 (10.42) 3,546,006
SCHWAB CHARLES CORP NEW COM 198,606 -20,534 (9.37) 7,208,932
MICROSOFT CORP COM 178,767 1,042 .59 3,984,111
PRIMERICA INC COM 157,974 -633 (0.4) 3,376,231
VISTAPRINT N V SHS 123,198 -451 (0.37) 3,177,660
TIDEWATER INC COM 984 New 19,625
COMCAST CORP NEW CL A 851 New 15,547
BANK OF AMERICA CORPORATION COM 226 New 14,532
COMCAST CORP NEW CL A SPL -99,745 Sold Out 0
HIGHER ONE HLDGS INC COM -10,096 Sold Out 0