Night Owl Capital Management as of Dec. 31, 2011
Portfolio Holdings for Night Owl Capital Management
Night Owl Capital Management holds 30 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Aon Corporation | 8.7 | $11M | 231k | 46.80 | |
| O'reilly Automotive (ORLY) | 7.9 | $9.8M | 123k | 79.95 | |
| Visa (V) | 7.0 | $8.7M | 86k | 101.53 | |
| McDonald's Corporation (MCD) | 6.6 | $8.2M | 82k | 100.33 | |
| Oracle Corporation (ORCL) | 6.2 | $7.7M | 302k | 25.65 | |
| priceline.com Incorporated | 5.7 | $7.1M | 15k | 467.69 | |
| Pepsi (PEP) | 5.6 | $7.0M | 106k | 66.35 | |
| AutoZone (AZO) | 5.6 | $6.9M | 21k | 324.96 | |
| MasterCard Incorporated (MA) | 5.0 | $6.3M | 17k | 372.84 | |
| Mednax (MD) | 4.8 | $6.1M | 84k | 72.01 | |
| News Corporation | 4.8 | $6.0M | 338k | 17.84 | |
| Thermo Fisher Scientific (TMO) | 4.0 | $5.0M | 112k | 44.97 | |
| Ecolab (ECL) | 3.8 | $4.8M | 83k | 57.81 | |
| C.H. Robinson Worldwide (CHRW) | 3.6 | $4.5M | 65k | 69.78 | |
| Baidu (BIDU) | 2.9 | $3.7M | 31k | 116.47 | |
| Sensata Technologies Hldg Bv | 2.6 | $3.2M | 122k | 26.28 | |
| 2.5 | $3.2M | 4.9k | 645.89 | ||
| Apple (AAPL) | 2.4 | $3.0M | 7.3k | 405.02 | |
| Henry Schein (HSIC) | 2.2 | $2.8M | 43k | 64.43 | |
| Arcos Dorados Holdings (ARCO) | 2.0 | $2.5M | 124k | 20.53 | |
| Berkshire Hathaway (BRK.A) | 1.4 | $1.7M | 15.00 | 114733.33 | |
| Johnson & Johnson (JNJ) | 1.3 | $1.6M | 24k | 65.59 | |
| Fastenal Company (FAST) | 0.9 | $1.2M | 27k | 43.60 | |
| Kraft Foods | 0.6 | $723k | 19k | 37.35 | |
| LKQ Corporation (LKQ) | 0.6 | $701k | 23k | 30.06 | |
| Copart (CPRT) | 0.4 | $473k | 9.9k | 47.87 | |
| Microsoft Corporation (MSFT) | 0.3 | $342k | 13k | 25.97 | |
| SEI Investments Company (SEIC) | 0.3 | $329k | 19k | 17.35 | |
| Robert Half International (RHI) | 0.2 | $239k | 8.4k | 28.45 | |
| Berkshire Hathaway Inc. Class B | 0.2 | $206k | 2.7k | 76.30 |
