Mar Vista Investment Partners as of Sept. 30, 2010
Portfolio Holdings for Mar Vista Investment Partners
Mar Vista Investment Partners holds 57 positions in its portfolio as reported in the September 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| American Tower Corporation | 4.6 | $42M | 817k | 51.26 | |
| Stericycle (SRCL) | 3.7 | $33M | 481k | 69.48 | |
| Berkshire Hathaway (BRK.B) | 3.5 | $32M | 386k | 82.68 | |
| Exxon Mobil Corporation (XOM) | 3.5 | $32M | 509k | 61.79 | |
| Omni (OMC) | 3.3 | $30M | 764k | 39.48 | |
| Microsoft Corporation (MSFT) | 3.3 | $30M | 1.2M | 24.49 | |
| Thermo Fisher Scientific (TMO) | 3.2 | $29M | 609k | 47.88 | |
| Novartis (NVS) | 3.2 | $29M | 501k | 57.67 | |
| Qualcomm (QCOM) | 3.1 | $28M | 625k | 45.13 | |
| Lowe's Companies (LOW) | 3.0 | $28M | 1.2M | 22.29 | |
| First American Financial (FAF) | 3.0 | $27M | 1.8M | 14.94 | |
| SYSCO Corporation (SYY) | 2.9 | $27M | 935k | 28.52 | |
| Johnson & Johnson (JNJ) | 2.9 | $26M | 425k | 61.96 | |
| Oracle Corporation (ORCL) | 2.8 | $25M | 947k | 26.85 | |
| Hewlett-Packard Company | 2.7 | $25M | 595k | 42.07 | |
| Chevron Corporation (CVX) | 2.6 | $24M | 291k | 81.05 | |
| St. Jude Medical | 2.3 | $21M | 535k | 39.34 | |
| General Dynamics Corporation (GD) | 2.2 | $20M | 323k | 62.81 | |
| C.R. Bard | 2.2 | $20M | 243k | 81.43 | |
| Intel Corporation (INTC) | 2.2 | $20M | 1.0M | 19.20 | |
| Maxim Integrated Products | 2.1 | $20M | 1.1M | 18.51 | |
| United Technologies Corporation | 2.1 | $19M | 271k | 71.23 | |
| Colgate-Palmolive Company (CL) | 2.1 | $19M | 245k | 76.86 | |
| Legg Mason | 2.0 | $18M | 608k | 30.31 | |
| Cisco Systems (CSCO) | 2.0 | $18M | 839k | 21.90 | |
| Praxair | 2.0 | $18M | 202k | 90.26 | |
| Baxter International (BAX) | 2.0 | $18M | 381k | 47.71 | |
| Target Corporation (TGT) | 2.0 | $18M | 336k | 53.44 | |
| Anheuser-Busch InBev NV (BUD) | 2.0 | $18M | 305k | 58.75 | |
| Procter & Gamble Company (PG) | 1.9 | $17M | 286k | 59.97 | |
| Adobe Systems Incorporated (ADBE) | 1.9 | $17M | 652k | 26.15 | |
| Paychex (PAYX) | 1.7 | $16M | 578k | 27.49 | |
| Unilever | 1.7 | $16M | 524k | 29.88 | |
| Jacobs Engineering | 1.7 | $16M | 400k | 38.70 | |
| 1.3 | $12M | 23k | 525.80 | ||
| SEI Investments Company (SEIC) | 1.3 | $12M | 598k | 20.34 | |
| FedEx Corporation (FDX) | 1.3 | $12M | 139k | 85.50 | |
| Visa (V) | 1.1 | $11M | 142k | 74.26 | |
| CoreLogic | 1.1 | $10M | 542k | 19.16 | |
| Wells Fargo & Company (WFC) | 0.7 | $6.8M | 269k | 25.11 | |
| SBA Communications Corporation | 0.7 | $6.7M | 167k | 40.30 | |
| Ecolab (ECL) | 0.6 | $5.3M | 105k | 50.74 | |
| Autodesk (ADSK) | 0.5 | $4.4M | 137k | 31.97 | |
| PetSmart | 0.4 | $3.6M | 104k | 35.00 | |
| People's United Financial | 0.4 | $3.3M | 252k | 13.09 | |
| Microchip Technology (MCHP) | 0.4 | $3.3M | 106k | 31.45 | |
| Foster Wheeler Ltd Com Stk | 0.3 | $3.2M | 130k | 24.46 | |
| St. Joe Company (JOE) | 0.3 | $3.1M | 126k | 24.87 | |
| C.H. Robinson Worldwide (CHRW) | 0.3 | $3.0M | 43k | 69.92 | |
| NetApp (NTAP) | 0.3 | $2.9M | 58k | 49.80 | |
| Noble Corporation Com Stk | 0.3 | $2.9M | 85k | 33.79 | |
| Weatherford International Lt reg | 0.2 | $2.2M | 128k | 17.10 | |
| Toll Brothers (TOL) | 0.2 | $2.1M | 112k | 19.02 | |
| Contango Oil & Gas Company | 0.2 | $2.1M | 42k | 50.15 | |
| MasterCard Incorporated (MA) | 0.2 | $2.0M | 8.9k | 223.99 | |
| TransDigm Group Incorporated (TDG) | 0.2 | $1.8M | 29k | 62.06 | |
| Consolidated-Tomoka Land | 0.2 | $1.5M | 54k | 28.50 |
