Mar Vista Investment Partners as of June 30, 2011
Portfolio Holdings for Mar Vista Investment Partners
Mar Vista Investment Partners holds 59 positions in its portfolio as reported in the June 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Oracle Corporation (ORCL) | 4.8 | $47M | 1.4M | 32.91 | |
| Exxon Mobil Corporation (XOM) | 4.4 | $43M | 532k | 81.38 | |
| Goodrich Corporation | 4.2 | $42M | 441k | 95.50 | |
| Thermo Fisher Scientific (TMO) | 4.1 | $41M | 635k | 64.39 | |
| News Corporation | 3.8 | $37M | 2.1M | 17.70 | |
| Microsoft Corporation (MSFT) | 3.7 | $37M | 1.4M | 26.00 | |
| Pepsi (PEP) | 3.7 | $37M | 523k | 70.43 | |
| Johnson & Johnson (JNJ) | 3.6 | $36M | 534k | 66.52 | |
| Berkshire Hathaway (BRK.B) | 3.5 | $34M | 443k | 77.39 | |
| American Tower Corporation | 3.4 | $34M | 651k | 52.33 | |
| Joy Global | 3.4 | $33M | 350k | 95.24 | |
| C.R. Bard | 3.3 | $33M | 298k | 109.86 | |
| Honeywell International (HON) | 3.3 | $32M | 543k | 59.59 | |
| Qualcomm (QCOM) | 3.3 | $32M | 569k | 56.79 | |
| Apple (AAPL) | 3.2 | $32M | 96k | 335.67 | |
| FedEx Corporation (FDX) | 3.2 | $31M | 330k | 94.85 | |
| Walt Disney Company (DIS) | 2.6 | $26M | 663k | 39.04 | |
| Hewlett-Packard Company | 2.5 | $25M | 689k | 36.40 | |
| Wells Fargo & Company (WFC) | 2.4 | $24M | 838k | 28.06 | |
| Lowe's Companies (LOW) | 1.9 | $19M | 813k | 23.31 | |
| Maxim Integrated Products | 1.7 | $17M | 652k | 25.56 | |
| St. Jude Medical | 1.7 | $17M | 346k | 47.68 | |
| First American Financial (FAF) | 1.7 | $17M | 1.1M | 15.65 | |
| Omni (OMC) | 1.6 | $15M | 319k | 48.16 | |
| Praxair | 1.5 | $15M | 141k | 108.39 | |
| Chevron Corporation (CVX) | 1.5 | $15M | 143k | 102.84 | |
| Autodesk (ADSK) | 1.4 | $14M | 368k | 38.60 | |
| Markel Corporation (MKL) | 1.4 | $14M | 35k | 396.82 | |
| Rockwell Collins | 1.4 | $14M | 225k | 61.69 | |
| Baxter International (BAX) | 1.4 | $14M | 227k | 59.69 | |
| Adobe Systems Incorporated (ADBE) | 1.3 | $13M | 422k | 31.45 | |
| Paychex (PAYX) | 1.3 | $13M | 427k | 30.72 | |
| United Technologies Corporation | 1.3 | $13M | 144k | 88.51 | |
| Intel Corporation (INTC) | 1.3 | $13M | 572k | 22.16 | |
| Procter & Gamble Company (PG) | 1.2 | $12M | 186k | 63.57 | |
| Target Corporation (TGT) | 1.1 | $11M | 230k | 46.91 | |
| Union Pacific Corporation (UNP) | 0.9 | $8.6M | 82k | 104.40 | |
| CoreLogic | 0.9 | $8.6M | 517k | 16.71 | |
| Novartis (NVS) | 0.8 | $7.9M | 130k | 61.11 | |
| Anheuser-Busch InBev NV (BUD) | 0.8 | $7.7M | 132k | 58.01 | |
| Visa (V) | 0.6 | $6.3M | 75k | 84.26 | |
| Ecolab (ECL) | 0.5 | $4.4M | 78k | 56.39 | |
| Microchip Technology (MCHP) | 0.4 | $4.0M | 106k | 37.91 | |
| SBA Communications Corporation | 0.4 | $3.9M | 103k | 38.19 | |
| Noble Corporation Com Stk | 0.4 | $3.7M | 94k | 39.41 | |
| MasterCard Incorporated (MA) | 0.3 | $3.1M | 10k | 301.31 | |
| Toll Brothers (TOL) | 0.3 | $3.2M | 152k | 20.74 | |
| SYSCO Corporation (SYY) | 0.3 | $3.1M | 99k | 31.18 | |
| CareFusion Corporation | 0.3 | $2.9M | 105k | 27.17 | |
| Foster Wheeler Ltd Com Stk | 0.3 | $2.8M | 93k | 30.38 | |
| Weatherford International Lt reg | 0.3 | $2.6M | 138k | 18.75 | |
| Poly | 0.2 | $2.5M | 78k | 32.15 | |
| People's United Financial | 0.2 | $2.4M | 180k | 13.44 | |
| NetApp (NTAP) | 0.2 | $2.2M | 43k | 52.78 | |
| PetSmart | 0.2 | $2.1M | 46k | 45.37 | |
| Discovery Communications | 0.2 | $2.0M | 49k | 40.96 | |
| Broadcom Corporation | 0.2 | $2.0M | 59k | 33.63 | |
| Family Dollar Stores | 0.2 | $1.9M | 37k | 52.56 | |
| Contango Oil & Gas Company | 0.2 | $1.7M | 30k | 58.42 |
