Night Owl Capital Management as of March 31, 2013
Portfolio Holdings for Night Owl Capital Management
Night Owl Capital Management holds 23 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 |
|---|---|---|---|---|---|
| Visa (V) | 9.8 | $16M | 91k | 169.84 | |
| Aon | 9.3 | $15M | 240k | 61.50 | |
| AutoZone (AZO) | 8.7 | $14M | 35k | 396.76 | |
| Ecolab (ECL) | 7.6 | $12M | 149k | 80.18 | |
| Dollar General (DG) | 7.0 | $11M | 220k | 50.58 | |
| 5.9 | $9.4M | 12k | 794.21 | ||
| Oracle Corporation (ORCL) | 5.7 | $9.0M | 277k | 32.33 | |
| Sally Beauty Holdings (SBH) | 5.5 | $8.6M | 293k | 29.38 | |
| eBay (EBAY) | 5.4 | $8.5M | 157k | 54.22 | |
| News Corporation | 4.5 | $7.2M | 235k | 30.51 | |
| Dunkin' Brands Group | 4.5 | $7.1M | 193k | 36.88 | |
| priceline.com Incorporated | 4.0 | $6.2M | 9.1k | 688.18 | |
| Fastenal Company (FAST) | 3.9 | $6.1M | 120k | 51.33 | |
| MasterCard Incorporated (MA) | 3.8 | $5.9M | 11k | 541.09 | |
| Starbucks Corporation (SBUX) | 3.0 | $4.8M | 84k | 56.95 | |
| Airgas | 2.9 | $4.6M | 46k | 99.17 | |
| Sensata Technologies Hldg Bv | 2.8 | $4.4M | 133k | 32.87 | |
| Discovery Communications | 2.8 | $4.4M | 55k | 78.75 | |
| Canadian Pacific Railway | 2.1 | $3.3M | 25k | 130.47 | |
| Johnson & Johnson (JNJ) | 0.3 | $475k | 5.8k | 81.55 | |
| Berkshire Hathaway (BRK.A) | 0.3 | $469k | 3.00 | 156333.33 | |
| Pfizer (PFE) | 0.2 | $266k | 9.2k | 28.84 | |
| Philip Morris International (PM) | 0.1 | $211k | 2.3k | 92.54 |
