Mar Vista Investment Partners
Latest statistics and disclosures from Mar Vista Investment Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, Canadian Pacific Railway, QCOM, ORCL, PG. These five stock positions account for 27.06% of Mar Vista Investment Partners's total stock portfolio.
- Added to shares of EMC (+$68.29M), MKL (+$23.85M), BA (+$13.51M), UTX (+$9.12M), QCOM (+$6.71M), ORCL (+$6.66M), PEP (+$6.49M), HD (+$6.41M), HON (+$6.32M), BRK.B (+$6.32M).
- Started new stock positions in Nestle Sa Cham Et Vevey eqfor, Sabmiller, Compagnie Financiere Richemont, Lancashire Holdings, Diageo, Fairfax Financial Holdings Lim, BA, Pernod Ricard eqfor, Anheuser-busch Inbev, EMC.
- Reduced shares in these stocks: MSFT (-$55.21M), American Tower Reit (-$54.50M), AAPL (-$29.28M), DIS (-$24.07M), CL (-$19.41M), BUD (-$12.05M), KO (-$9.49M), Kraft Foods (-$6.72M), TMO (-$6.03M), V.
- Sold out of its positions in ADBE, American Tower Reit, BUD, BCR, WRB, BRCM, CFN, CHD, COH,
- As of March 31, 2013, Mar Vista Investment Partners has $1.46B in assets under management (AUM). Assets under management grew from a total value of $1.39B to $1.46B.
- Independent of market fluctuations, Mar Vista Investment Partners was a net seller by $45.49M worth of stocks in the most recent quarter.
Mar Vista Investment Partners portfolio companies for quarter ending March 2013
| Ticker | Name | Portfolio Weight | Change | Share Count | Price | Last Trade |
|---|---|---|---|---|---|---|
| BRK.B | Berkshire Hathaway | 6.53 | +7.00% | 917624 | 104.20 | 0.00 |
| Canadian Pacific Railway | 5.49 | +5.00% | 616231 | 130.47 | 0.00 | |
| QCOM | QUALCOMM | 5.07 | +9.00% | 1109581 | 66.94 | 63.79 |
| ORCL | Oracle Corporation | 5.04 | +9.00% | 2280457 | 32.33 | 33.70 |
| PG | Procter & Gamble Company | 4.93 | -2.00% | 935756 | 77.06 | 81.75 |
| EMC | EMC Corporation | 4.67 | NEW | 2858611 | 23.89 | 23.65 |
| HON | Honeywell International | 4.65 | +10.00% | 902592 | 75.35 | 79.29 |
| UTX | United Technologies Corporation | 4.44 | +16.00% | 695245 | 93.43 | 94.64 |
| PEP | Pepsi | 4.37 | +11.00% | 809278 | 79.11 | 82.54 |
| SLB | Schlumberger | 4.14 | -6.00% | 809302 | 74.89 | 73.80 |
| OXY | Occidental Petroleum Corporation | 4.09 | -3.00% | 764452 | 78.37 | 90.43 |
| HD | Home Depot | 3.98 | +12.00% | 835691 | 69.78 | 78.99 |
| GOOG | 3.98 | +11.00% | 73264 | 794.18 | 873.32 | |
| KO | Coca-Cola Company | 3.66 | -15.00% | 1325937 | 40.44 | 42.24 |
| NKE | NIKE | 3.66 | +12.00% | 907377 | 59.01 | 62.31 |
| SBUX | Starbucks Corporation | 3.25 | +11.00% | 834969 | 56.95 | 63.00 |
| AAPL | Apple | 3.04 | -39.00% | 100659 | 442.66 | 445.15 |
| MKL | Markel Corporation | 2.66 | +158.00% | 77195 | 503.50 | 530.53 |
| XOM | Exxon Mobil Corporation | 2.27 | +20.00% | 368441 | 90.11 | 91.44 |
| Mondelez Int | 2.23 | +17.00% | 1063882 | 30.62 | 0.00 | |
| ADI | Analog Devices | 2.21 | +11.00% | 694536 | 46.49 | 45.37 |
| CL | Colgate-Palmolive Company | 1.98 | -40.00% | 246071 | 118.03 | 61.17 |
| PX | Praxair | 1.68 | +16.00% | 219998 | 111.54 | 115.50 |
| O'reilly Automotive | 1.63 | -13.00% | 232345 | 102.44 | 0.00 | |
| UNP | Union Pacific Corporation | 1.25 | +37.00% | 127971 | 142.41 | 156.06 |
| DIS | Walt Disney Company | 1.19 | -57.00% | 307593 | 56.80 | 65.49 |
| TMO | Thermo Fisher Scientific | 1.18 | -25.00% | 224876 | 76.49 | 86.12 |
| Covidien | 1.16 | +15.00% | 250473 | 67.84 | 0.00 | |
| TGT | Target Corporation | 1.12 | +20.00% | 239467 | 68.45 | 69.14 |
| BA | Boeing Company | 0.92 | NEW | 157406 | 85.85 | 100.00 |
| BAX | Baxter International | 0.86 | +21.00% | 173675 | 72.64 | 71.51 |
| STJ | St. Jude Medical | 0.86 | +13.00% | 312765 | 40.44 | 45.20 |
| JNJ | Johnson & Johnson | 0.85 | +19.00% | 153207 | 81.53 | 86.82 |
| V | Visa | 0.75 | -28.00% | 64539 | 169.84 | 180.25 |
| MA | MasterCard Incorporated | 0.11 | -46.00% | 2967 | 541.29 | 570.79 |
| CVX | Chevron Corporation | 0.09 | +4.00% | 11474 | 118.79 | 125.45 |
| Fairfax Financial Holdings Lim | 0.00 | NEW | 90 | 388.89 | 0.00 | |
| UN | Unilever N.V. | 0.00 | 807 | 40.89 | 42.08 | |
| SBAC | SBA Communications Corporation | 0.00 | -98.00% | 242 | 70.25 | 78.19 |
| Nestle Sa Cham Et Vevey eqfor | 0.00 | NEW | 485 | 72.16 | 0.00 | |
| Pernod Ricard eqfor | 0.00 | NEW | 180 | 122.22 | 0.00 | |
| Compagnie Financiere Richemont | 0.00 | NEW | 329 | 79.03 | 0.00 | |
| Diageo | 0.00 | NEW | 465 | 30.11 | 0.00 | |
| Sabmiller | 0.00 | NEW | 460 | 52.17 | 0.00 | |
| Anheuser-busch Inbev | 0.00 | NEW | 230 | 100.00 | 0.00 | |
| Lancashire Holdings | 0.00 | NEW | 2252 | 12.43 | 0.00 |
Past 13F-HR SEC Filings for Mar Vista Investment Partners
- Mar Vista Investment Partners 2012 Q4 - filed Jan. 22, 2013
- Mar Vista Investment Partners 2012 Q3 - filed Oct. 25, 2012
- Mar Vista Investment Partners 2012 Q2 - filed Aug. 14, 2012
- Mar Vista Investment Partners 2012 Q1 - filed May 4, 2012
- Mar Vista Investment Partners 2009 Q3 amended - filed March 1, 2012
- Mar Vista Investment Partners 2009 Q2 amended - filed March 1, 2012
- Mar Vista Investment Partners 2009 Q1 amended - filed March 1, 2012
- Mar Vista Investment Partners 2008 Q4 amended - filed March 1, 2012
- Mar Vista Investment Partners 2009 Q4 amended - filed Feb. 16, 2012
- Mar Vista Investment Partners 2011 Q4 - filed Feb. 10, 2012
- Mar Vista Investment Partners 2010 Q1 amended - filed Feb. 6, 2012
- Mar Vista Investment Partners 2010 Q2 amended - filed Feb. 3, 2012
- Mar Vista Investment Partners 2010 Q3 amended - filed Feb. 2, 2012
- Mar Vista Investment Partners 2010 Q4 amended - filed Jan. 31, 2012
- Mar Vista Investment Partners 2011 Q1 amended - filed Jan. 30, 2012
- Mar Vista Investment Partners 2011 Q3 amended - filed Jan. 9, 2012
- Mar Vista Investment Partners 2011 Q2 amended - filed Jan. 4, 2012
- Mar Vista Investment Partners 2011 Q3 - filed Nov. 9, 2011
- Mar Vista Investment Partners 2011 Q2 - filed Aug. 15, 2011