Mar Vista Investment Partners as of March 31, 2012
Portfolio Holdings for Mar Vista Investment Partners
Mar Vista Investment Partners holds 61 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 7.2 | $94M | 157k | 599.55 | |
| Oracle Corporation (ORCL) | 4.9 | $64M | 2.2M | 29.16 | |
| Microsoft Corporation (MSFT) | 4.8 | $63M | 2.0M | 32.25 | |
| Berkshire Hathaway (BRK.B) | 4.8 | $62M | 767k | 81.15 | |
| Exxon Mobil Corporation (XOM) | 4.5 | $59M | 683k | 86.73 | |
| Qualcomm (QCOM) | 4.2 | $55M | 806k | 68.06 | |
| American Tower Reit (AMT) | 4.2 | $55M | 870k | 63.02 | |
| Coca-Cola Company (KO) | 4.0 | $53M | 714k | 74.01 | |
| Expeditors International of Washington (EXPD) | 3.9 | $51M | 1.1M | 46.51 | |
| NetApp (NTAP) | 3.8 | $50M | 1.1M | 44.77 | |
| Procter & Gamble Company (PG) | 3.8 | $50M | 738k | 67.21 | |
| Honeywell International (HON) | 3.6 | $47M | 764k | 61.05 | |
| Colgate-Palmolive Company (CL) | 3.5 | $46M | 472k | 97.78 | |
| Pepsi (PEP) | 3.5 | $45M | 685k | 66.35 | |
| Target Corporation (TGT) | 3.3 | $44M | 749k | 58.27 | |
| FedEx Corporation (FDX) | 3.3 | $43M | 468k | 91.96 | |
| Walt Disney Company (DIS) | 3.3 | $43M | 979k | 43.78 | |
| Anheuser-Busch InBev NV (BUD) | 3.2 | $42M | 572k | 72.72 | |
| Occidental Petroleum Corporation (OXY) | 2.7 | $36M | 376k | 95.23 | |
| Home Depot (HD) | 2.7 | $35M | 702k | 50.31 | |
| Air Products & Chemicals (APD) | 2.0 | $26M | 282k | 91.80 | |
| Praxair | 1.7 | $23M | 197k | 114.64 | |
| Schlumberger (SLB) | 1.4 | $19M | 269k | 69.93 | |
| Maxim Integrated Products | 1.2 | $15M | 540k | 28.59 | |
| Kraft Foods | 1.1 | $15M | 394k | 38.01 | |
| Thermo Fisher Scientific (TMO) | 1.1 | $15M | 262k | 56.38 | |
| Markel Corporation (MKL) | 1.1 | $14M | 31k | 448.94 | |
| St. Jude Medical | 1.0 | $13M | 292k | 44.31 | |
| Coach | 0.9 | $12M | 157k | 77.28 | |
| Baxter International (BAX) | 0.9 | $12M | 199k | 59.78 | |
| Nike (NKE) | 0.8 | $11M | 99k | 108.44 | |
| Paychex (PAYX) | 0.8 | $9.8M | 317k | 30.99 | |
| Johnson & Johnson (JNJ) | 0.6 | $7.7M | 117k | 65.96 | |
| Union Pacific Corporation (UNP) | 0.6 | $7.7M | 72k | 107.48 | |
| United Technologies Corporation | 0.6 | $7.6M | 92k | 82.94 | |
| Visa (V) | 0.5 | $6.9M | 59k | 117.99 | |
| MasterCard Incorporated (MA) | 0.4 | $4.7M | 11k | 420.54 | |
| SBA Communications Corporation | 0.3 | $3.7M | 73k | 50.81 | |
| Broadcom Corporation | 0.3 | $3.6M | 91k | 39.30 | |
| Microchip Technology (MCHP) | 0.3 | $3.4M | 92k | 37.20 | |
| Noble Corporation Com Stk | 0.2 | $3.2M | 86k | 37.47 | |
| Chevron Corporation (CVX) | 0.2 | $3.2M | 29k | 107.21 | |
| O'reilly Automotive (ORLY) | 0.2 | $3.1M | 34k | 91.34 | |
| CareFusion Corporation | 0.2 | $2.7M | 105k | 25.93 | |
| Compass Minerals International (CMP) | 0.2 | $2.6M | 37k | 71.74 | |
| Family Dollar Stores | 0.2 | $2.6M | 41k | 63.29 | |
| Joy Global | 0.2 | $2.5M | 34k | 73.50 | |
| Autodesk (ADSK) | 0.2 | $2.5M | 60k | 42.32 | |
| W.R. Berkley Corporation (WRB) | 0.2 | $2.2M | 60k | 36.12 | |
| Omni (OMC) | 0.2 | $2.3M | 45k | 50.66 | |
| NVR (NVR) | 0.2 | $2.2M | 3.0k | 726.34 | |
| Church & Dwight (CHD) | 0.2 | $2.3M | 46k | 49.19 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $2.1M | 61k | 34.31 | |
| C.R. Bard | 0.2 | $2.0M | 21k | 98.73 | |
| Dr Pepper Snapple | 0.2 | $2.1M | 52k | 40.20 | |
| Weatherford International Lt reg | 0.1 | $2.0M | 133k | 15.09 | |
| PetSmart | 0.1 | $1.9M | 33k | 57.22 | |
| C.H. Robinson Worldwide (CHRW) | 0.1 | $1.9M | 29k | 65.47 | |
| iShares Russell 1000 Index (IWB) | 0.0 | $79k | 1.0k | 77.83 | |
| Unilever | 0.0 | $27k | 807.00 | 33.46 | |
| Canadian Pacific Railway | 0.0 | $19k | 255.00 | 74.51 |
