13F filing recap · Q1 2012
What did Brave Warrior Advisors buy in Q1 2012?
Reported stock-position changes between this filing and the previous one.
Stock value
$1.36B
Positions
13
Estimated turnover
—
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
New positions
VRXValeant Pharmaceuticals International, Inc.$236.94Mreported value+4.41M sharesGOOGLAlphabet Inc.$207.42Mreported value+323.5K sharesFISVFiserv Inc$142.26Mreported value+2.05M sharesCMPRCimpress Plc$130.03Mreported value+3.36M sharesCMCSKComcast Corporation$126.21Mreported value+4.28M sharesONEHigher One Holdings, Inc.$97.76Mreported value+6.54M sharesMSIMotorola, Inc.$96.67Mreported value+1.90M sharesLHLabcorp Holdings Inc.$81.66Mreported value+892.0K sharesAONAon Plc$62.80Mreported value+1.28M sharesORCLOracle Corporation$55.45Mreported value+1.90M sharesADBEAdobe Inc.$49.46Mreported value+1.44M sharesPRIPrimerica, Inc.$42.92Mreported value+1.70M sharesVVisa Inc.$31.99Mreported value+271.1K shares