Tracking Glenn Greenberg's Brave Warrior Advisors Portfolio - Q4 2012 Update

Below is a spreadsheet that highlights the changes to in Glenn Greenberg's Brave Warrior Advisors US long stock portfolio as of Q4 2012. To see how his portfolio has progressed, check our previous update:


The portfolio increased marginally in value from around $1.61B to $1.67B this quarter. Laboratory Corp.  (LH), 4.81% position was eliminated this quarter and a fairly large 5.27% stake in Express Scripts (ESRX) was established this quarter. Somewhat minor adjustments were made to the other eleven  positions in the portfolio as well. Stake increases include Valeant Pharmaceuticals (VRX), VistaPrint (VPRT) and Oracle (ORCL) while stake decreases include Google Inc. (GOOG), Fiserv Inc. (FISV), and Comcast (CMCSA).


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