Mar Vista Investment Partners as of Dec. 31, 2014
Portfolio Holdings for Mar Vista Investment Partners
Mar Vista Investment Partners holds 63 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 6.7 | $115M | 765k | 150.15 | |
| American Tower Reit (AMT) | 6.4 | $109M | 1.1M | 98.85 | |
| Oracle Corporation (ORCL) | 5.4 | $92M | 2.1M | 44.97 | |
| Honeywell International (HON) | 5.2 | $88M | 884k | 99.92 | |
| TransDigm Group Incorporated (TDG) | 4.4 | $75M | 382k | 196.35 | |
| Mettler-Toledo International (MTD) | 4.2 | $72M | 239k | 302.46 | |
| Markel Corporation (MKL) | 4.1 | $70M | 103k | 682.84 | |
| Mondelez Int (MDLZ) | 4.0 | $69M | 1.9M | 36.32 | |
| Allergan | 4.0 | $68M | 318k | 212.59 | |
| TJX Companies (TJX) | 3.8 | $65M | 944k | 68.58 | |
| Liberty Global Inc C | 3.5 | $61M | 1.3M | 48.31 | |
| Adobe Systems Incorporated (ADBE) | 3.5 | $60M | 830k | 72.70 | |
| Schlumberger (SLB) | 3.4 | $58M | 675k | 85.41 | |
| Apple (AAPL) | 3.3 | $56M | 511k | 110.38 | |
| BE Aerospace | 3.2 | $55M | 953k | 58.02 | |
| Intuit (INTU) | 3.2 | $55M | 599k | 92.19 | |
| Ecolab (ECL) | 3.0 | $51M | 492k | 104.52 | |
| O'reilly Automotive (ORLY) | 2.8 | $47M | 245k | 192.62 | |
| Starbucks Corporation (SBUX) | 2.7 | $47M | 571k | 82.05 | |
| Qualcomm (QCOM) | 2.6 | $45M | 599k | 74.33 | |
| Google Inc Class C | 2.4 | $41M | 78k | 526.40 | |
| Visa (V) | 1.5 | $25M | 96k | 262.20 | |
| Analog Devices (ADI) | 1.4 | $24M | 423k | 55.52 | |
| Sensata Technologies Hldg Bv | 1.3 | $23M | 434k | 52.41 | |
| 1.2 | $21M | 39k | 530.67 | ||
| Procter & Gamble Company (PG) | 1.2 | $20M | 223k | 91.09 | |
| Union Pacific Corporation (UNP) | 1.2 | $20M | 170k | 119.13 | |
| Klx Inc Com $0.01 | 1.1 | $20M | 476k | 41.25 | |
| Anheuser-Busch InBev NV (BUD) | 1.1 | $19M | 170k | 112.32 | |
| Precision Castparts | 1.0 | $17M | 71k | 240.88 | |
| Praxair | 1.0 | $17M | 130k | 129.56 | |
| St. Jude Medical | 1.0 | $17M | 255k | 65.03 | |
| Exxon Mobil Corporation (XOM) | 0.9 | $16M | 175k | 92.45 | |
| Core Laboratories | 0.9 | $15M | 124k | 120.34 | |
| Pepsi (PEP) | 0.9 | $15M | 157k | 94.56 | |
| EMC Corporation | 0.8 | $14M | 470k | 29.74 | |
| Johnson & Johnson (JNJ) | 0.7 | $13M | 120k | 104.57 | |
| Amazon (AMZN) | 0.6 | $9.8M | 32k | 310.36 | |
| Boeing Company (BA) | 0.1 | $1.0M | 7.8k | 130.00 | |
| Colgate-Palmolive Company (CL) | 0.1 | $817k | 12k | 69.23 | |
| iShares Lehman Aggregate Bond (AGG) | 0.1 | $842k | 7.6k | 110.08 | |
| Baxter International (BAX) | 0.0 | $519k | 7.1k | 73.35 | |
| Halliburton Company (HAL) | 0.0 | $528k | 13k | 39.30 | |
| MasterCard Incorporated (MA) | 0.0 | $340k | 3.9k | 86.27 | |
| SBA Communications Corporation | 0.0 | $88k | 792.00 | 111.11 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $203k | 1.8k | 111.78 | |
| Comcast Corporation | 0.0 | $37k | 646.00 | 57.28 | |
| Fairfax Financial Holdings Lim (FRFHF) | 0.0 | $74k | 141.00 | 524.82 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $49k | 611.00 | 80.20 | |
| Unilever | 0.0 | $28k | 725.00 | 38.62 | |
| Canadian Pacific Railway | 0.0 | $21k | 110.00 | 190.91 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.0 | $5.0k | 69.00 | 72.46 | |
| Siemens (SIEGY) | 0.0 | $26k | 235.00 | 110.64 | |
| SABMiller (SBMRY) | 0.0 | $3.0k | 51.00 | 58.82 | |
| Nestle Sa Cham Et Vevey eqfor (NSRGF) | 0.0 | $36k | 485.00 | 74.23 | |
| Pernod Ricard eqfor (PDRDF) | 0.0 | $20k | 180.00 | 111.11 | |
| Pernod Ricard S. A. | 0.0 | $3.0k | 129.00 | 23.26 | |
| Sabmiller | 0.0 | $18k | 349.00 | 51.58 | |
| Safran S A (SAFRY) | 0.0 | $33k | 2.2k | 15.32 | |
| Anheuser-busch Inbev | 0.0 | $25k | 220.00 | 113.64 | |
| Wpp Plc- (WPP) | 0.0 | $19k | 186.00 | 102.15 | |
| Lancashire Holdings (LCSHF) | 0.0 | $23k | 2.6k | 8.93 | |
| California Resources | 0.0 | $1.0k | 244.00 | 4.10 |
