Mar Vista Investment Partners as of Sept. 30, 2013
Portfolio Holdings for Mar Vista Investment Partners
Mar Vista Investment Partners holds 55 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 6.4 | $93M | 817k | 113.51 | |
| American Tower Reit (AMT) | 6.0 | $87M | 1.2M | 74.13 | |
| Honeywell International (HON) | 5.3 | $77M | 929k | 83.04 | |
| Occidental Petroleum Corporation (OXY) | 4.9 | $72M | 767k | 93.54 | |
| Oracle Corporation (ORCL) | 4.9 | $72M | 2.2M | 33.17 | |
| Apple (AAPL) | 4.7 | $69M | 144k | 476.75 | |
| United Technologies Corporation | 4.5 | $65M | 603k | 107.82 | |
| Qualcomm (QCOM) | 4.5 | $65M | 967k | 67.32 | |
| EMC Corporation | 4.3 | $63M | 2.5M | 25.56 | |
| Mondelez Int (MDLZ) | 4.2 | $61M | 1.9M | 31.42 | |
| TransDigm Group Incorporated (TDG) | 3.9 | $56M | 406k | 138.70 | |
| Pepsi (PEP) | 3.8 | $55M | 694k | 79.50 | |
| Markel Corporation (MKL) | 3.3 | $48M | 92k | 517.77 | |
| Twenty-first Century Fox | 3.1 | $45M | 1.3M | 33.51 | |
| Procter & Gamble Company (PG) | 3.0 | $44M | 580k | 75.59 | |
| Allergan | 3.0 | $43M | 476k | 90.45 | |
| Starbucks Corporation (SBUX) | 2.8 | $40M | 522k | 76.97 | |
| 2.6 | $39M | 44k | 875.91 | ||
| Comcast Corporation | 2.0 | $29M | 669k | 43.35 | |
| Nike (NKE) | 1.9 | $28M | 383k | 72.64 | |
| Analog Devices (ADI) | 1.7 | $25M | 522k | 47.05 | |
| Anheuser-Busch InBev NV (BUD) | 1.4 | $21M | 213k | 99.20 | |
| Praxair | 1.4 | $21M | 173k | 120.21 | |
| Walt Disney Company (DIS) | 1.4 | $21M | 318k | 64.49 | |
| Boeing Company (BA) | 1.4 | $21M | 175k | 117.50 | |
| Schlumberger (SLB) | 1.4 | $20M | 224k | 88.36 | |
| Intuit (INTU) | 1.3 | $19M | 291k | 66.31 | |
| Exxon Mobil Corporation (XOM) | 1.3 | $19M | 220k | 86.04 | |
| St. Jude Medical | 1.2 | $18M | 328k | 53.64 | |
| Union Pacific Corporation (UNP) | 1.2 | $17M | 111k | 155.34 | |
| Unilever | 1.1 | $17M | 437k | 37.72 | |
| Covidien | 1.1 | $16M | 265k | 60.94 | |
| Thermo Fisher Scientific (TMO) | 1.1 | $15M | 167k | 92.15 | |
| Johnson & Johnson (JNJ) | 0.9 | $14M | 160k | 86.69 | |
| Visa (V) | 0.9 | $14M | 72k | 191.09 | |
| Home Depot (HD) | 0.9 | $13M | 171k | 75.85 | |
| Baxter International (BAX) | 0.8 | $12M | 189k | 65.69 | |
| MasterCard Incorporated (MA) | 0.1 | $1.2M | 1.7k | 672.60 | |
| Coca-Cola Company (KO) | 0.1 | $832k | 22k | 37.87 | |
| Colgate-Palmolive Company (CL) | 0.1 | $878k | 15k | 59.27 | |
| iShares Lehman Aggregate Bond (AGG) | 0.1 | $820k | 7.6k | 107.20 | |
| Chevron Corporation (CVX) | 0.0 | $350k | 2.9k | 121.49 | |
| BE Aerospace | 0.0 | $194k | 2.6k | 73.68 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $204k | 1.8k | 112.33 | |
| Fairfax Financial Holdings Lim (FRFHF) | 0.0 | $37k | 90.00 | 411.11 | |
| SBA Communications Corporation | 0.0 | $42k | 523.00 | 80.31 | |
| Siemens (SIEGY) | 0.0 | $25k | 205.00 | 121.95 | |
| Nestle Sa Cham Et Vevey eqfor (NSRGF) | 0.0 | $34k | 485.00 | 70.10 | |
| Pernod Ricard eqfor (PDRDF) | 0.0 | $23k | 180.00 | 127.78 | |
| Compagnie Financiere Richemont | 0.0 | $33k | 329.00 | 100.30 | |
| Diageo (DGEAF) | 0.0 | $15k | 465.00 | 32.26 | |
| Sabmiller | 0.0 | $37k | 716.00 | 51.68 | |
| Anheuser-busch Inbev | 0.0 | $22k | 220.00 | 100.00 | |
| Lancashire Holdings (LCSHF) | 0.0 | $28k | 2.3k | 12.43 | |
| Liberty Global Inc C | 0.0 | $23k | 300.00 | 76.67 |
