Mar Vista Investment Partners as of Dec. 31, 2011
Portfolio Holdings for Mar Vista Investment Partners
Mar Vista Investment Partners holds 60 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 |
|---|---|---|---|---|---|
| Apple (AAPL) | 6.1 | $74M | 181k | 405.00 | |
| Berkshire Hathaway (BRK.B) | 4.9 | $59M | 776k | 76.30 | |
| Exxon Mobil Corporation (XOM) | 4.9 | $59M | 695k | 84.76 | |
| Honeywell International (HON) | 4.8 | $58M | 1.1M | 54.35 | |
| American Tower Corporation | 4.4 | $53M | 883k | 60.01 | |
| Microsoft Corporation (MSFT) | 4.3 | $52M | 2.0M | 25.96 | |
| Procter & Gamble Company (PG) | 4.1 | $49M | 738k | 66.71 | |
| Oracle Corporation (ORCL) | 4.1 | $49M | 1.9M | 25.65 | |
| Anheuser-Busch InBev NV (BUD) | 3.9 | $47M | 774k | 60.99 | |
| Pepsi (PEP) | 3.8 | $46M | 694k | 66.35 | |
| Expeditors International of Washington (EXPD) | 3.8 | $46M | 1.1M | 40.96 | |
| Qualcomm (QCOM) | 3.7 | $45M | 814k | 54.70 | |
| Colgate-Palmolive Company (CL) | 3.7 | $44M | 477k | 92.39 | |
| NetApp (NTAP) | 3.4 | $41M | 1.1M | 36.27 | |
| FedEx Corporation (FDX) | 3.3 | $40M | 474k | 83.51 | |
| Target Corporation (TGT) | 3.2 | $39M | 763k | 51.22 | |
| Home Depot (HD) | 3.2 | $38M | 910k | 42.04 | |
| Walt Disney Company (DIS) | 3.1 | $37M | 993k | 37.50 | |
| Occidental Petroleum Corporation (OXY) | 3.0 | $36M | 380k | 93.70 | |
| Coca-Cola Company (KO) | 2.7 | $32M | 462k | 69.97 | |
| Chevron Corporation (CVX) | 2.1 | $25M | 236k | 106.40 | |
| Air Products & Chemicals (APD) | 1.9 | $22M | 261k | 85.19 | |
| Praxair | 1.8 | $22M | 202k | 106.90 | |
| Kraft Foods | 1.3 | $15M | 412k | 37.36 | |
| Maxim Integrated Products | 1.2 | $15M | 569k | 26.04 | |
| Markel Corporation (MKL) | 1.1 | $14M | 33k | 414.66 | |
| Thermo Fisher Scientific (TMO) | 1.0 | $12M | 274k | 44.97 | |
| St. Jude Medical | 0.9 | $11M | 307k | 34.30 | |
| Baxter International (BAX) | 0.9 | $10M | 208k | 49.48 | |
| Coach | 0.8 | $10M | 166k | 61.04 | |
| Paychex (PAYX) | 0.8 | $10M | 335k | 30.11 | |
| Nike (NKE) | 0.8 | $10M | 104k | 96.37 | |
| Johnson & Johnson (JNJ) | 0.7 | $7.9M | 121k | 65.58 | |
| Union Pacific Corporation (UNP) | 0.7 | $8.0M | 75k | 105.95 | |
| United Technologies Corporation | 0.6 | $7.0M | 95k | 73.09 | |
| Visa (V) | 0.5 | $6.2M | 61k | 101.52 | |
| MasterCard Incorporated (MA) | 0.4 | $4.4M | 12k | 372.83 | |
| Microchip Technology (MCHP) | 0.3 | $3.7M | 101k | 36.63 | |
| SBA Communications Corporation | 0.3 | $3.4M | 80k | 42.96 | |
| O'reilly Automotive (ORLY) | 0.2 | $3.0M | 38k | 79.95 | |
| CareFusion Corporation | 0.2 | $2.9M | 114k | 25.41 | |
| Broadcom Corporation | 0.2 | $2.9M | 99k | 29.36 | |
| Noble Corporation Com Stk | 0.2 | $2.9M | 94k | 30.22 | |
| Compass Minerals International (CMP) | 0.2 | $2.8M | 40k | 68.85 | |
| Joy Global | 0.2 | $2.8M | 37k | 74.96 | |
| Family Dollar Stores | 0.2 | $2.5M | 44k | 57.65 | |
| NVR (NVR) | 0.2 | $2.2M | 3.3k | 686.14 | |
| Church & Dwight (CHD) | 0.2 | $2.3M | 50k | 45.77 | |
| Omni (OMC) | 0.2 | $2.2M | 50k | 44.59 | |
| Dr Pepper Snapple | 0.2 | $2.1M | 54k | 39.48 | |
| C.H. Robinson Worldwide (CHRW) | 0.2 | $2.2M | 31k | 69.79 | |
| Weatherford International Lt reg | 0.2 | $2.1M | 145k | 14.64 | |
| Autodesk (ADSK) | 0.2 | $2.0M | 66k | 30.33 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $1.9M | 66k | 28.27 | |
| C.R. Bard | 0.2 | $1.9M | 23k | 85.49 | |
| PetSmart | 0.1 | $1.8M | 36k | 51.30 | |
| Kohl's Corporation (KSS) | 0.1 | $1.5M | 31k | 49.36 | |
| Poly | 0.1 | $1.5M | 92k | 16.30 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $83k | 1.5k | 55.15 | |
| iShares Russell 1000 Growth Index (IWF) | 0.0 | $12k | 210.00 | 57.14 |
