Mar Vista Investment Partners as of Dec. 31, 2009
Portfolio Holdings for Mar Vista Investment Partners
Mar Vista Investment Partners holds 162 positions in its portfolio as reported in the December 2009 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| First Amern Corp Calif | 3.9 | $25M | 751k | 33.11 | |
| Dun & Bradstreet Corporation | 3.7 | $23M | 277k | 84.37 | |
| Microsoft Corporation (MSFT) | 3.4 | $22M | 709k | 30.48 | |
| American Tower Corporation | 3.4 | $21M | 494k | 43.21 | |
| SYSCO Corporation (SYY) | 3.3 | $21M | 747k | 27.94 | |
| Jacobs Engineering | 3.2 | $20M | 538k | 37.61 | |
| Stericycle (SRCL) | 3.0 | $19M | 345k | 55.17 | |
| Legg Mason | 2.9 | $19M | 618k | 30.16 | |
| Thermo Fisher Scientific (TMO) | 2.9 | $18M | 386k | 47.69 | |
| Adobe Systems Incorporated (ADBE) | 2.8 | $18M | 483k | 36.78 | |
| Lowe's Companies (LOW) | 2.7 | $17M | 744k | 23.39 | |
| Cisco Systems (CSCO) | 2.6 | $17M | 702k | 23.94 | |
| United Technologies Corporation | 2.6 | $17M | 241k | 69.41 | |
| Maxim Integrated Products | 2.6 | $17M | 817k | 20.32 | |
| Novartis (NVS) | 2.6 | $16M | 302k | 54.43 | |
| Johnson & Johnson (JNJ) | 2.5 | $16M | 249k | 64.41 | |
| Boston Scientific Corporation (BSX) | 2.4 | $15M | 1.7M | 9.00 | |
| Beckman Coulter | 2.3 | $15M | 227k | 65.44 | |
| Omni (OMC) | 2.3 | $15M | 379k | 39.15 | |
| Target Corporation (TGT) | 2.3 | $15M | 303k | 48.37 | |
| Chevron Corporation (CVX) | 2.3 | $15M | 189k | 76.99 | |
| Exxon Mobil Corporation (XOM) | 2.2 | $14M | 206k | 68.19 | |
| Alliance Data Systems Corporation (BFH) | 2.2 | $14M | 215k | 64.59 | |
| NetApp (NTAP) | 2.1 | $14M | 397k | 34.36 | |
| Medtronic | 2.1 | $13M | 301k | 43.98 | |
| Colgate-Palmolive Company (CL) | 2.0 | $13M | 156k | 82.15 | |
| Intel Corporation (INTC) | 1.9 | $12M | 606k | 20.40 | |
| TransDigm Group Incorporated (TDG) | 1.9 | $12M | 260k | 47.49 | |
| General Dynamics Corporation (GD) | 1.9 | $12M | 178k | 68.17 | |
| Monsanto Company | 1.9 | $12M | 144k | 81.75 | |
| Paychex (PAYX) | 1.8 | $11M | 363k | 30.64 | |
| Procter & Gamble Company (PG) | 1.7 | $11M | 177k | 60.63 | |
| Vulcan Materials Company (VMC) | 1.7 | $11M | 201k | 52.67 | |
| Praxair | 1.6 | $11M | 131k | 80.31 | |
| AFLAC Incorporated (AFL) | 1.6 | $10M | 216k | 46.25 | |
| 1.3 | $8.1M | 13k | 619.97 | ||
| FedEx Corporation (FDX) | 1.2 | $7.7M | 92k | 83.45 | |
| SBA Communications Corporation | 1.1 | $7.2M | 211k | 34.16 | |
| St. Joe Company (JOE) | 0.9 | $5.6M | 194k | 28.89 | |
| Moody's Corporation (MCO) | 0.8 | $5.3M | 197k | 26.80 | |
| Yahoo! | 0.8 | $5.1M | 305k | 16.78 | |
| Wells Fargo & Company (WFC) | 0.8 | $4.8M | 178k | 26.99 | |
| Autodesk (ADSK) | 0.7 | $4.4M | 175k | 25.41 | |
| Noble Corporation Com Stk | 0.7 | $4.4M | 107k | 40.70 | |
| Microchip Technology (MCHP) | 0.6 | $3.9M | 134k | 29.05 | |
| PetSmart | 0.6 | $3.6M | 135k | 26.69 | |
| Rockwell Collins | 0.5 | $3.4M | 62k | 55.36 | |
| St. Jude Medical | 0.5 | $3.2M | 88k | 36.78 | |
| People's United Financial | 0.5 | $3.2M | 192k | 16.70 | |
| Ecolab (ECL) | 0.5 | $3.0M | 66k | 44.58 | |
| Weatherford International Lt reg | 0.5 | $2.9M | 164k | 17.91 | |
| Toll Brothers (TOL) | 0.4 | $2.6M | 141k | 18.81 | |
| KLA-Tencor Corporation (KLAC) | 0.4 | $2.4M | 68k | 36.16 | |
| Consolidated-Tomoka Land | 0.4 | $2.4M | 68k | 34.94 | |
| Tractor Supply Company (TSCO) | 0.3 | $1.8M | 33k | 52.97 | |
| State Street Corporation (STT) | 0.0 | $44k | 1.0k | 44.00 | |
| Home Depot (HD) | 0.0 | $92k | 3.2k | 28.83 | |
| Hudson City Ban | 0.0 | $41k | 3.0k | 13.71 | |
| RPM International (RPM) | 0.0 | $48k | 2.4k | 20.17 | |
| Sonoco Products Company (SON) | 0.0 | $44k | 1.5k | 29.14 | |
| McGraw-Hill Companies | 0.0 | $33k | 990.00 | 33.33 | |
| Becton, Dickinson and (BDX) | 0.0 | $32k | 400.00 | 80.00 | |
| Buckeye Partners | 0.0 | $32k | 580.00 | 55.17 | |
| Regal Entertainment | 0.0 | $32k | 2.2k | 14.41 | |
| Gra (GGG) | 0.0 | $39k | 1.4k | 28.26 | |
| Enbridge Energy Partners | 0.0 | $49k | 910.00 | 53.85 | |
| L-3 Communications Holdings | 0.0 | $33k | 375.00 | 88.00 | |
| Alexander & Baldwin | 0.0 | $64k | 1.9k | 34.04 | |
| Kinder Morgan Energy Partners | 0.0 | $43k | 710.00 | 60.56 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $19k | 450.00 | 42.22 | |
| Ansys (ANSS) | 0.0 | $6.0k | 140.00 | 42.86 | |
| Joy Global | 0.0 | $6.0k | 110.00 | 54.55 | |
| CSX Corporation (CSX) | 0.0 | $16k | 325.00 | 49.23 | |
| McDonald's Corporation (MCD) | 0.0 | $16k | 255.00 | 62.75 | |
| Abbott Laboratories (ABT) | 0.0 | $3.0k | 53.00 | 56.60 | |
| Baxter International (BAX) | 0.0 | $3.0k | 52.00 | 57.69 | |
| Eli Lilly & Co. (LLY) | 0.0 | $2.0k | 51.00 | 39.22 | |
| Pfizer (PFE) | 0.0 | $1.0k | 68.00 | 14.71 | |
| Norfolk Southern (NSC) | 0.0 | $10k | 200.00 | 50.00 | |
| ResMed (RMD) | 0.0 | $6.0k | 115.00 | 52.17 | |
| Hospira | 0.0 | $6.0k | 125.00 | 48.00 | |
| BMC Software | 0.0 | $8.0k | 190.00 | 42.11 | |
| Bed Bath & Beyond | 0.0 | $10k | 250.00 | 40.00 | |
| CarMax (KMX) | 0.0 | $6.0k | 250.00 | 24.00 | |
| Digital Realty Trust (DLR) | 0.0 | $6.0k | 125.00 | 48.00 | |
| Federated Investors (FHI) | 0.0 | $21k | 775.00 | 27.10 | |
| Gen-Probe Incorporated | 0.0 | $11k | 255.00 | 43.14 | |
| H&R Block (HRB) | 0.0 | $5.0k | 220.00 | 22.73 | |
| Hologic (HOLX) | 0.0 | $3.0k | 194.00 | 15.46 | |
| International Game Technology | 0.0 | $6.0k | 300.00 | 20.00 | |
| Covidien | 0.0 | $3.0k | 71.00 | 42.25 | |
| Redwood Trust (RWT) | 0.0 | $18k | 1.2k | 14.46 | |
| Willis Group Holdings | 0.0 | $24k | 910.00 | 26.37 | |
| Harris Corporation | 0.0 | $6.0k | 130.00 | 46.15 | |
| Charles River Laboratories (CRL) | 0.0 | $2.0k | 53.00 | 37.74 | |
| Hewitt Associates | 0.0 | $6.0k | 140.00 | 42.86 | |
| Darden Restaurants (DRI) | 0.0 | $31k | 875.00 | 35.43 | |
| Cooper Companies | 0.0 | $10k | 250.00 | 40.00 | |
| Lubrizol Corporation | 0.0 | $24k | 325.00 | 73.85 | |
| Burlington Northern Santa Fe C | 0.0 | $20k | 200.00 | 100.00 | |
| Unitrin | 0.0 | $6.0k | 275.00 | 21.82 | |
| McAfee | 0.0 | $6.0k | 145.00 | 41.38 | |
| Omnicare | 0.0 | $3.0k | 132.00 | 22.73 | |
| Newfield Exploration | 0.0 | $6.0k | 125.00 | 48.00 | |
| Yum! Brands (YUM) | 0.0 | $6.0k | 160.00 | 37.50 | |
| MSC Industrial Direct (MSM) | 0.0 | $27k | 570.00 | 47.37 | |
| Altria (MO) | 0.0 | $7.0k | 335.00 | 20.90 | |
| Amgen (AMGN) | 0.0 | $3.0k | 60.00 | 50.00 | |
| Honeywell International (HON) | 0.0 | $2.0k | 40.00 | 50.00 | |
| Philip Morris International (PM) | 0.0 | $3.0k | 70.00 | 42.86 | |
| Sigma-Aldrich Corporation | 0.0 | $6.0k | 120.00 | 50.00 | |
| Stryker Corporation (SYK) | 0.0 | $2.0k | 37.00 | 54.05 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $10k | 390.00 | 25.64 | |
| John Wiley & Sons (WLY) | 0.0 | $6.0k | 140.00 | 42.86 | |
| Apollo | 0.0 | $6.0k | 100.00 | 60.00 | |
| White Mountains Insurance Gp (WTM) | 0.0 | $7.0k | 20.00 | 350.00 | |
| iShares Russell 1000 Value Index (IWD) | 0.0 | $11k | 200.00 | 55.00 | |
| Qualcomm (QCOM) | 0.0 | $28k | 600.00 | 46.67 | |
| Patterson Companies (PDCO) | 0.0 | $1.0k | 53.00 | 18.87 | |
| Shire | 0.0 | $2.0k | 42.00 | 47.62 | |
| ITT Educational Services (ESINQ) | 0.0 | $5.0k | 55.00 | 90.91 | |
| FactSet Research Systems (FDS) | 0.0 | $8.0k | 115.00 | 69.57 | |
| D.R. Horton (DHI) | 0.0 | $9.0k | 850.00 | 10.59 | |
| FLIR Systems | 0.0 | $5.0k | 165.00 | 30.30 | |
| Big Lots (BIG) | 0.0 | $6.0k | 200.00 | 30.00 | |
| Sybase | 0.0 | $6.0k | 140.00 | 42.86 | |
| J.M. Smucker Company (SJM) | 0.0 | $6.0k | 100.00 | 60.00 | |
| Varian Medical Systems | 0.0 | $2.0k | 40.00 | 50.00 | |
| Genzyme Corporation | 0.0 | $2.0k | 41.00 | 48.78 | |
| priceline.com Incorporated | 0.0 | $5.0k | 25.00 | 200.00 | |
| Contango Oil & Gas Company | 0.0 | $30k | 635.00 | 47.24 | |
| Netflix (NFLX) | 0.0 | $6.0k | 110.00 | 54.55 | |
| H.J. Heinz Company | 0.0 | $25k | 595.00 | 42.02 | |
| Walter Energy | 0.0 | $6.0k | 80.00 | 75.00 | |
| Express Scripts | 0.0 | $9.0k | 100.00 | 90.00 | |
| Enterprise Products Partners (EPD) | 0.0 | $28k | 880.00 | 31.82 | |
| Humana (HUM) | 0.0 | $6.0k | 130.00 | 46.15 | |
| Life Technologies | 0.0 | $6.0k | 115.00 | 52.17 | |
| Watson Pharmaceuticals | 0.0 | $8.0k | 190.00 | 42.11 | |
| Cliffs Natural Resources | 0.0 | $21k | 450.00 | 46.67 | |
| Perrigo Company | 0.0 | $6.0k | 155.00 | 38.71 | |
| Altera Corporation | 0.0 | $6.0k | 280.00 | 21.43 | |
| Atwood Oceanics | 0.0 | $6.0k | 165.00 | 36.36 | |
| Bio-Rad Laboratories (BIO) | 0.0 | $6.0k | 60.00 | 100.00 | |
| Hormel Foods Corporation (HRL) | 0.0 | $31k | 795.00 | 38.99 | |
| Warner Chilcott Plc - | 0.0 | $10k | 350.00 | 28.57 | |
| Panera Bread Company | 0.0 | $6.0k | 95.00 | 63.16 | |
| QLogic Corporation | 0.0 | $7.0k | 370.00 | 18.92 | |
| Church & Dwight (CHD) | 0.0 | $6.0k | 95.00 | 63.16 | |
| Corrections Corporation of America | 0.0 | $6.0k | 240.00 | 25.00 | |
| F5 Networks (FFIV) | 0.0 | $6.0k | 120.00 | 50.00 | |
| Winthrop Realty Trust | 0.0 | $21k | 1.9k | 10.94 | |
| McCormick & Company, Incorporated (MKC) | 0.0 | $31k | 845.00 | 36.69 | |
| Corporate Office Properties Trust (CDP) | 0.0 | $13k | 365.00 | 35.62 | |
| PacWest Ban | 0.0 | $15k | 745.00 | 20.13 | |
| Alcon | 0.0 | $4.0k | 24.00 | 166.67 | |
| Volcano Corporation | 0.0 | $3.0k | 180.00 | 16.67 | |
| Mednax (MD) | 0.0 | $6.0k | 105.00 | 57.14 | |
| iShares Russell Midcap Value Index (IWS) | 0.0 | $12k | 330.00 | 36.36 | |
| iShares Russell 2000 Value Index (IWN) | 0.0 | $12k | 210.00 | 57.14 | |
| iShares S&P Latin America 40 Index (ILF) | 0.0 | $20k | 425.00 | 47.06 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $18k | 400.00 | 45.00 |
