Mar Vista Investment Partners

Latest statistics and disclosures from MAR VISTA INVESTMENT PARTNERS's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are HON, BRK.B, American Tower Reit, ORCL, MKL. These five stock positions account for 31.50% of MAR VISTA INVESTMENT PARTNERS's total stock portfolio.
  • Added to shares of these 10 stocks: Actavis (+$38.14M), HON (+$34.05M), ORCL (+$21.11M), V (+$18.37M), Mondelez Int (+$13.30M), CLB (+$11.56M), PEP (+$10.65M), MKL (+$9.70M), BRK.B (+$7.99M), American Tower Reit (+$7.43M).
  • Started 2 new stock positions in Actavis, IWF.
  • Reduced shares in these 10 stocks: AGN (-$67.61M), QCOM (-$21.99M), GOOG (-$21.61M), Klx Inc Com $0.01 (-$18.38M), INTU (-$15.70M), O'reilly Automotive (-$13.58M), EMC (-$12.01M), AMZN (-$9.84M), BUD (-$9.63M), TDG.
  • Sold out of its positions in AGN, AMZN, BAX.
  • As of March 31, 2015, MAR VISTA INVESTMENT PARTNERS has $1.76B in assets under management (AUM). Assets under management grew from a total value of $1.71B to $1.76B.
  • Independent of market fluctuations, MAR VISTA INVESTMENT PARTNERS was a net buyer by $27.69M worth of stocks in the most recent quarter.

MAR VISTA INVESTMENT PARTNERS portfolio companies for March 2015 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
HON Honeywell International 7.17 +36.00% 1210823 104.31 100.92
BRK.B Berkshire Hathaway 6.73 +7.00% 820753 144.32 0.00
American Tower Reit 6.33 +7.00% 1183974 94.15 0.00
ORCL Oracle Corporation 6.23 +23.00% 2541760 43.15 41.62
MKL Markel Corporation 5.05 +12.00% 115561 768.96 738.67
MTD Mettler-Toledo International 4.80 +7.00% 257372 328.65 306.26
Mondelez Int 4.64 +19.00% 2266137 36.09 0.00
TDG TransDigm Group Incorporated 4.55 -4.00% 366136 218.72 214.68
TJX TJX Companies 4.05 +7.00% 1017757 70.05 67.66
Liberty Global Inc C 3.94 +10.00% 1391655 49.81 0.00
AAPL Apple 3.88 +7.00% 549551 124.43 123.28
ADBE Adobe Systems Incorporated 3.77 +8.00% 898239 73.94 76.64
BEAV BE Aerospace 3.70 +7.00% 1023518 63.62 61.12
SLB Schlumberger 3.55 +11.00% 749017 83.44 81.67
ECL Ecolab 3.46 +8.00% 533201 114.38 115.32
SBUX Starbucks Corporation 3.29 +7.00% 611517 94.70 92.23
Google Inc Class C 2.60 +6.00% 83638 548.00 0.00
INTU Intuit 2.41 -27.00% 437122 96.96 95.52
O'reilly Automotive 2.24 -25.00% 182611 216.24 0.00
Actavis 2.17 NEW 128147 297.62 0.00
ADI Analog Devices 1.56 +3.00% 435947 63.00 57.76
PEP Pepsi 1.46 +70.00% 268537 95.62 93.96
V Visa 1.40 +294.00% 376305 65.41 266.74
Sensata Technologies Hldg Bv 1.40 428020 57.45 0.00
CLB Core Laboratories N.V. 1.39 +89.00% 234886 104.49 105.11
QCOM QUALCOMM 1.11 -52.00% 281482 69.34 71.27
PG Procter & Gamble Company 1.03 221129 81.94 81.31
UNP Union Pacific Corporation 1.01 -3.00% 163596 108.31 114.86
STJ St. Jude Medical 0.93 249885 65.40 66.17
PX Praxair 0.90 130605 120.74 124.53
PCP Precision Castparts 0.84 70209 210.00 210.13
XOM Exxon Mobil Corporation 0.83 171557 85.00 84.57
JNJ Johnson & Johnson 0.68 118899 100.60 98.55
BUD Anheuser-Busch InBev NV 0.63 -46.00% 90601 121.91 120.72
CL Colgate-Palmolive Company 0.05 11801 69.32 68.17
HAL Halliburton Company 0.05 +45.00% 19496 43.86 41.30
IWF iShares Russell 1000 Growth Index 0.05 NEW 9030 98.89 97.71
AGG iShares Lehman Aggregate Bond 0.05 7649 111.39 110.29
BA Boeing Company 0.04 -37.00% 4884 150.08 152.38
MA MasterCard Incorporated 0.02 3941 86.27 87.52
SBAC SBA Communications Corporation 0.01 792 117.42 120.39
TIP iShares Barclays TIPS Bond Fund 0.01 1816 113.44 111.97
CMCSK Comcast Corporation 0.00 646 55.73 58.27
Fairfax Financial Holdings Lim 0.00 141 560.28 0.00
OXY Occidental Petroleum Corporation 0.00 611 73.65 74.23
UN Unilever N.V. 0.00 725 41.38 42.05
Canadian Pacific Railway 0.00 110 181.82 0.00
EMC EMC Corporation 0.00 -99.00% 1210 25.62 26.24
GOOG Google 0.00 -99.00% 43 558.14 554.33
NSRGY Nestle SA Reg Shs. Ser. B Spons 0.00 69 72.46 74.64
SI Siemens AG 0.00 235 106.38 0.00
SBMRY SABMiller 0.00 51 58.82 53.35
Nestle Sa Cham Et Vevey eqfor 0.00 485 76.29 0.00
Pernod Ricard eqfor 0.00 180 116.67 0.00
Pernod Ricard S. A. 0.00 129 23.26 0.00
Sabmiller 0.00 349 51.58 0.00
Safran S A Spon 0.00 2154 17.64 0.00
Anheuser-busch Inbev 0.00 -51.00% 106 122.64 0.00
Wpp Plc- 0.00 186 112.90 0.00
Lancashire Holdings 0.00 2576 9.32 0.00
California Resources 0.00 244 8.20 0.00
Klx Inc Com $0.01 0.00 -99.00% 492 38.62 0.00