BROWN BROTHERS HARRIMAN & CO
Institutional investor · Portfolio as of Q1 2019
Top Holdings1,005 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ORACLE CORP | 17.2M | $921.9M | 6.4% | $48.47 | 0.00% | 1 qtr | New 98 |
FLEETCOR TECHNOLOGIES INC | 3.4M | $846.8M | 5.8% | — | — | 1 qtr | New 98 |
ALPHABET INC-CL C | 689,567 | $809.1M | 5.6% | $58.23 | 0.00% | 1 qtr | New 98 |
COMCAST CORP-CLASS A | 19.1M | $762.3M | 5.3% | $30.27 | 0.00% | 1 qtr | New 98 |
BERKSHIRE HATHAWAY INC-CL B | 3.6M | $725.5M | 5.0% | $200.89 | 0.00% | 1 qtr | New 98 |
US BANCORP | 13.9M | $671.3M | 4.6% | $36.41 | 0.00% | 1 qtr | New 87 |
NOVARTIS AG-SPONSORED ADR | 6.1M | $590.9M | 4.1% | $68.30 | 0.00% | 1 qtr | New 87 |
ZOETIS INC | 4.8M | $478.8M | 3.3% | $93.81 | 0.00% | 1 qtr | New 87 |
COPART INC | 7.6M | $459M | 3.2% | $15.15 | 0.00% | 1 qtr | New 87 |
DIAGEO PLC-SPONSORED ADR | 2.7M | $446.5M | 3.1% | $137.29 | 0.00% | 1 qtr | New 87 |
WELLS FARGO & CO | 8.9M | $430.3M | 3.0% | $39.51 | 0.00% | 1 qtr | New 81 |
| 2.4M | $414.6M | 2.9% | $159.24 | 0.00% | 1 qtr | New 81 | |
SABRE CORP | 16.1M | $344.3M | 2.4% | $20.43 | 0.00% | 1 qtr | New 80 |
PAYPAL HOLDINGS INC | 3.1M | $326.8M | 2.3% | $103.60 | 0.00% | 1 qtr | New 80 |
HENRY SCHEIN INC | 5.2M | $312.3M | 2.2% | $60.11 | 0.00% | 1 qtr | New 80 |
CELANESE CORP DEL | 3.1M | $306.3M | 2.1% | $86.52 | 0.00% | 1 qtr | New 80 |
BERKSHIRE HATHAWAY INC-CL A | 963 | $290.1M | 2.0% | $301,215.00 | 0.00% | 1 qtr | New 71 |
DOLLAR GENERAL CORP | 2.3M | $276.9M | 1.9% | $108.54 | 0.00% | 1 qtr | New 70 |
BROWN-FORMAN CORP-CLASS B | 4.9M | $257.7M | 1.8% | $46.61 | 0.00% | 1 qtr | New 70 |
ALLEGION PLC | 2.7M | $244.2M | 1.7% | $83.34 | 0.00% | 1 qtr | New 70 |
BROWN BROTHERS HARRIMAN & CO manages $14.5B across 1005 positions as of Q1 2019. Top holdings: ORCL (6.4%), FLT (5.8%), GOOG (5.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 1005 new positions, 0 exits, 0 increased. Top move: ORCL (NEW, conviction 98). Portfolio: $14.5B across 1005 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR