BRAVE WARRIOR ADVISORS, LLC Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 15
New Positions 4
Increased Positions 9
Decreased Positions 6
Positions with Activity 15
Sold Out Positions 1
Total Mkt Value (in $ millions) 2,567

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 16.97%
Financial 14.53%
Healthcare 30.01%
Services 21.24%
Technology 17.25%
Transportation
Utilities

15 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VALEANT PHARMACEUTICALS INTL I COM 770,328 -58,010 (7) 6,113,227
HALLIBURTON CO COM 298,714 1,479 .50 4,747,513
ORACLE CORP COM 284,521 1,804 .64 7,070,613
EXPRESS SCRIPTS HLDG CO COM 282,352 41,435 17.20 3,958,387
SCHWAB CHARLES CORP NEW COM 216,117 -34,113 (13.63) 7,954,268
VISTAPRINT N V SHS 159,051 -34,030 (17.63) 3,189,305
MICROSOFT CORP COM 158,198 958 .61 3,960,893
PRIMERICA INC COM 156,776 566 .36 3,389,761
KINDER MORGAN MANAGEMENT LLC SHS 135,993 135,993 New 1,822,469
COMCAST CORP NEW CL A SPL 89,933 -43,087 (32.39) 1,830,521
HIGHER ONE HLDGS INC COM 13,239 -13,514 (50.51) 2,294,480
TIDEWATER INC COM 967 967 New 19,625
COMCAST CORP NEW CL A 775 775 New 15,547
BANK OF AMERICA CORPORATION COM 234 234 New 14,532
MOTOROLA SOLUTIONS INC COM NEW -41,786 Sold Out 0