Mar Vista Investment Partners as of March 31, 2013
Portfolio Holdings for Mar Vista Investment Partners
Mar Vista Investment Partners holds 76 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 6.3 | $88M | 848k | 104.20 | |
| Canadian Pacific Railway | 5.4 | $76M | 583k | 130.47 | |
| Qualcomm (QCOM) | 5.0 | $69M | 1.0M | 66.94 | |
| Oracle Corporation (ORCL) | 4.9 | $68M | 2.1M | 32.33 | |
| Procter & Gamble Company (PG) | 4.7 | $66M | 858k | 77.06 | |
| Honeywell International (HON) | 4.5 | $64M | 843k | 75.35 | |
| EMC Corporation | 4.5 | $63M | 2.6M | 23.89 | |
| United Technologies Corporation | 4.3 | $60M | 646k | 93.43 | |
| Pepsi (PEP) | 4.2 | $59M | 745k | 79.11 | |
| Schlumberger (SLB) | 4.0 | $57M | 756k | 74.89 | |
| American Tower Reit (AMT) | 4.0 | $56M | 727k | 76.92 | |
| Occidental Petroleum Corporation (OXY) | 3.9 | $55M | 703k | 78.37 | |
| 3.8 | $54M | 68k | 794.19 | ||
| Home Depot (HD) | 3.8 | $53M | 758k | 69.78 | |
| Nike (NKE) | 3.5 | $49M | 825k | 59.01 | |
| Coca-Cola Company (KO) | 3.4 | $48M | 1.2M | 40.44 | |
| Starbucks Corporation (SBUX) | 3.1 | $44M | 768k | 56.95 | |
| Apple (AAPL) | 2.9 | $41M | 93k | 442.66 | |
| Markel Corporation (MKL) | 2.6 | $36M | 71k | 503.49 | |
| Analog Devices (ADI) | 2.0 | $28M | 605k | 46.49 | |
| Exxon Mobil Corporation (XOM) | 2.0 | $28M | 309k | 90.11 | |
| Mondelez Int (MDLZ) | 2.0 | $27M | 895k | 30.62 | |
| Colgate-Palmolive Company (CL) | 1.9 | $27M | 225k | 118.03 | |
| Praxair | 1.5 | $21M | 189k | 111.54 | |
| O'reilly Automotive (ORLY) | 1.5 | $21M | 200k | 102.44 | |
| Walt Disney Company (DIS) | 1.0 | $14M | 245k | 56.80 | |
| Thermo Fisher Scientific (TMO) | 1.0 | $14M | 180k | 76.49 | |
| Covidien | 1.0 | $14M | 203k | 67.84 | |
| Union Pacific Corporation (UNP) | 1.0 | $14M | 95k | 142.41 | |
| Target Corporation (TGT) | 0.9 | $13M | 192k | 68.45 | |
| Anheuser-Busch InBev NV (BUD) | 0.9 | $13M | 129k | 99.55 | |
| Boeing Company (BA) | 0.8 | $11M | 126k | 85.85 | |
| St. Jude Medical | 0.7 | $10M | 254k | 40.44 | |
| Johnson & Johnson (JNJ) | 0.7 | $10M | 125k | 81.53 | |
| Baxter International (BAX) | 0.7 | $10M | 139k | 72.64 | |
| Visa (V) | 0.6 | $8.4M | 50k | 169.84 | |
| MasterCard Incorporated (MA) | 0.1 | $1.6M | 3.0k | 541.29 | |
| Chevron Corporation (CVX) | 0.1 | $1.4M | 12k | 118.79 | |
| iShares Lehman Aggregate Bond (AGG) | 0.1 | $845k | 7.6k | 110.47 | |
| Spdr S&p 500 Etf (SPY) | 0.0 | $478k | 3.1k | 156.72 | |
| CareFusion Corporation | 0.0 | $359k | 10k | 35.03 | |
| Compass Minerals International (CMP) | 0.0 | $280k | 3.5k | 78.96 | |
| Core Laboratories | 0.0 | $279k | 2.0k | 137.78 | |
| Microchip Technology (MCHP) | 0.0 | $330k | 9.0k | 36.74 | |
| NetApp (NTAP) | 0.0 | $246k | 7.2k | 34.23 | |
| Paychex (PAYX) | 0.0 | $285k | 8.1k | 35.11 | |
| Tiffany & Co. | 0.0 | $212k | 3.0k | 69.55 | |
| W.R. Berkley Corporation (WRB) | 0.0 | $258k | 5.8k | 44.29 | |
| Dr Pepper Snapple | 0.0 | $225k | 4.8k | 46.88 | |
| SBA Communications Corporation | 0.0 | $267k | 3.7k | 71.93 | |
| Broadcom Corporation | 0.0 | $307k | 8.9k | 34.69 | |
| Noble Corporation Com Stk | 0.0 | $321k | 8.4k | 38.20 | |
| Kansas City Southern | 0.0 | $265k | 2.4k | 110.93 | |
| TransDigm Group Incorporated (TDG) | 0.0 | $252k | 1.7k | 152.73 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $220k | 1.8k | 121.15 | |
| Family Dollar Stores | 0.0 | $139k | 2.3k | 59.22 | |
| PetSmart | 0.0 | $131k | 2.1k | 62.14 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $170k | 3.9k | 43.43 | |
| C.R. Bard | 0.0 | $203k | 2.0k | 101.00 | |
| Stericycle (SRCL) | 0.0 | $170k | 1.6k | 106.38 | |
| Omni (OMC) | 0.0 | $156k | 2.7k | 58.73 | |
| NVR (NVR) | 0.0 | $178k | 165.00 | 1078.79 | |
| Estee Lauder Companies (EL) | 0.0 | $138k | 2.2k | 64.01 | |
| Perrigo Company | 0.0 | $158k | 1.3k | 118.80 | |
| Church & Dwight (CHD) | 0.0 | $101k | 1.6k | 64.45 | |
| First Republic Bank/san F (FRCB) | 0.0 | $160k | 4.1k | 38.68 | |
| Fairfax Financial Holdings Lim (FRFHF) | 0.0 | $35k | 90.00 | 388.89 | |
| Unilever | 0.0 | $33k | 807.00 | 40.89 | |
| Siemens (SIEGY) | 0.0 | $22k | 205.00 | 107.32 | |
| Nestle Sa Cham Et Vevey eqfor (NSRGF) | 0.0 | $35k | 485.00 | 72.16 | |
| Pernod Ricard eqfor (PDRDF) | 0.0 | $22k | 180.00 | 122.22 | |
| Compagnie Financiere Richemont | 0.0 | $26k | 329.00 | 79.03 | |
| Diageo (DGEAF) | 0.0 | $14k | 465.00 | 30.11 | |
| Sabmiller | 0.0 | $24k | 460.00 | 52.17 | |
| Anheuser-busch Inbev | 0.0 | $23k | 230.00 | 100.00 | |
| Lancashire Holdings (LCSHF) | 0.0 | $28k | 2.3k | 12.43 |
