Hedge Fund - Brave Warrior Capital

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No. Security Ticker Shares Value (x$1000) Activity % Port
1.) VRX 6,113,227 $717,693 -7% 29.38%
2.) ESRX 3,958,387 $278,037 +17% 11.38%
3.) ORCL 7,070,613 $270,522 +1% 11.07%
4.) HAL 4,747,513 $240,936 +0% 9.86%
5.) SCHW 7,954,268 $206,811 -14% 8.46%
6.) VPRT 3,189,305 $181,312 -18% 7.42%
7.) MSFT 3,960,893 $148,177 +1% 6.06%
8.) PRI 3,389,761 $145,455 +0% 5.95%
9.) KMR 1,822,469 $137,888 5.64%
10.) CMCSK 1,830,521 $91,306 -32% 3.73%
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