Mar Vista Investment Partners as of March 31, 2014
Portfolio Holdings for Mar Vista Investment Partners
Mar Vista Investment Partners holds 56 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 6.2 | $108M | 866k | 124.97 | |
| American Tower Reit (AMT) | 6.0 | $104M | 1.3M | 81.87 | |
| Oracle Corporation (ORCL) | 5.5 | $96M | 2.3M | 40.91 | |
| Honeywell International (HON) | 5.2 | $91M | 976k | 92.76 | |
| TransDigm Group Incorporated (TDG) | 4.6 | $80M | 429k | 185.20 | |
| Occidental Petroleum Corporation (OXY) | 4.5 | $78M | 816k | 95.29 | |
| Comcast Corporation | 4.2 | $73M | 1.5M | 48.77 | |
| Mondelez Int (MDLZ) | 4.1 | $71M | 2.1M | 34.55 | |
| Liberty Global Inc C | 4.0 | $69M | 1.7M | 40.71 | |
| Twenty-first Century Fox | 3.8 | $66M | 2.1M | 31.97 | |
| Qualcomm (QCOM) | 3.7 | $64M | 816k | 78.86 | |
| Allergan | 3.7 | $64M | 517k | 124.10 | |
| Apple (AAPL) | 3.6 | $63M | 116k | 536.74 | |
| BE Aerospace | 3.6 | $62M | 715k | 86.79 | |
| Google Inc Class C | 3.5 | $60M | 54k | 1114.51 | |
| Markel Corporation (MKL) | 3.4 | $58M | 98k | 596.10 | |
| Procter & Gamble Company (PG) | 2.9 | $51M | 630k | 80.60 | |
| Nike (NKE) | 1.8 | $30M | 411k | 73.86 | |
| Starbucks Corporation (SBUX) | 1.7 | $29M | 397k | 73.38 | |
| Analog Devices (ADI) | 1.7 | $29M | 544k | 53.14 | |
| Anheuser-Busch InBev NV (BUD) | 1.4 | $25M | 234k | 105.30 | |
| Covidien | 1.4 | $24M | 331k | 73.66 | |
| Ecolab (ECL) | 1.4 | $24M | 226k | 107.99 | |
| Mettler-Toledo International (MTD) | 1.4 | $24M | 102k | 235.68 | |
| Schlumberger (SLB) | 1.4 | $24M | 244k | 97.50 | |
| Intuit (INTU) | 1.4 | $24M | 306k | 77.73 | |
| Exxon Mobil Corporation (XOM) | 1.4 | $23M | 240k | 97.68 | |
| Praxair | 1.3 | $23M | 178k | 130.97 | |
| Sensata Technologies Hldg Bv | 1.3 | $23M | 542k | 42.64 | |
| Boeing Company (BA) | 1.3 | $23M | 183k | 125.49 | |
| Pepsi (PEP) | 1.3 | $23M | 273k | 83.50 | |
| St. Jude Medical | 1.3 | $23M | 348k | 65.39 | |
| Union Pacific Corporation (UNP) | 1.2 | $21M | 112k | 187.66 | |
| EMC Corporation | 1.0 | $17M | 625k | 27.41 | |
| Visa (V) | 1.0 | $17M | 77k | 215.86 | |
| Johnson & Johnson (JNJ) | 0.9 | $16M | 163k | 98.23 | |
| Walt Disney Company (DIS) | 0.9 | $16M | 196k | 80.07 | |
| Baxter International (BAX) | 0.8 | $15M | 199k | 73.58 | |
| Precision Castparts | 0.1 | $1.2M | 4.7k | 252.81 | |
| MasterCard Incorporated (MA) | 0.1 | $1.1M | 14k | 74.72 | |
| Colgate-Palmolive Company (CL) | 0.1 | $923k | 14k | 64.88 | |
| iShares Lehman Aggregate Bond (AGG) | 0.1 | $825k | 7.6k | 107.86 | |
| Comcast Corporation (CMCSA) | 0.0 | $727k | 15k | 50.05 | |
| Chevron Corporation (CVX) | 0.0 | $343k | 2.9k | 119.06 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $204k | 1.8k | 112.33 | |
| Liberty Global Inc Com Ser A | 0.0 | $178k | 4.3k | 41.64 | |
| Fairfax Financial Holdings Lim (FRFHF) | 0.0 | $39k | 90.00 | 433.33 | |
| SBA Communications Corporation | 0.0 | $54k | 590.00 | 91.53 | |
| Siemens (SIEGY) | 0.0 | $28k | 205.00 | 136.59 | |
| Nestle Sa Cham Et Vevey eqfor (NSRGF) | 0.0 | $36k | 485.00 | 74.23 | |
| Pernod Ricard eqfor (PDRDF) | 0.0 | $21k | 180.00 | 116.67 | |
| Sabmiller | 0.0 | $35k | 716.00 | 48.88 | |
| Safran S A (SAFRY) | 0.0 | $33k | 1.9k | 17.53 | |
| Anheuser-busch Inbev | 0.0 | $23k | 220.00 | 104.55 | |
| Lancashire Holdings (LCSHF) | 0.0 | $26k | 2.3k | 11.55 | |
| Compagnie Financiere Richemont (CFRHF) | 0.0 | $27k | 279.00 | 96.77 |
