Mar Vista Investment Partners as of March 31, 2015
Portfolio Holdings for Mar Vista Investment Partners
Mar Vista Investment Partners holds 62 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Honeywell International (HON) | 7.2 | $126M | 1.2M | 104.31 | |
| Berkshire Hathaway (BRK.B) | 6.7 | $119M | 821k | 144.32 | |
| American Tower Reit (AMT) | 6.3 | $112M | 1.2M | 94.15 | |
| Oracle Corporation (ORCL) | 6.2 | $110M | 2.5M | 43.15 | |
| Markel Corporation (MKL) | 5.0 | $89M | 116k | 768.96 | |
| Mettler-Toledo International (MTD) | 4.8 | $85M | 257k | 328.65 | |
| Mondelez Int (MDLZ) | 4.6 | $82M | 2.3M | 36.09 | |
| TransDigm Group Incorporated (TDG) | 4.5 | $80M | 366k | 218.72 | |
| TJX Companies (TJX) | 4.0 | $71M | 1.0M | 70.05 | |
| Liberty Global Inc C | 3.9 | $69M | 1.4M | 49.81 | |
| Apple (AAPL) | 3.9 | $68M | 550k | 124.43 | |
| Adobe Systems Incorporated (ADBE) | 3.8 | $66M | 898k | 73.94 | |
| BE Aerospace | 3.7 | $65M | 1.0M | 63.62 | |
| Schlumberger (SLB) | 3.5 | $63M | 749k | 83.44 | |
| Ecolab (ECL) | 3.5 | $61M | 533k | 114.38 | |
| Starbucks Corporation (SBUX) | 3.3 | $58M | 612k | 94.70 | |
| Google Inc Class C | 2.6 | $46M | 84k | 548.00 | |
| Intuit (INTU) | 2.4 | $42M | 437k | 96.96 | |
| O'reilly Automotive (ORLY) | 2.2 | $40M | 183k | 216.24 | |
| Actavis | 2.2 | $38M | 128k | 297.62 | |
| Analog Devices (ADI) | 1.6 | $28M | 436k | 63.00 | |
| Pepsi (PEP) | 1.5 | $26M | 269k | 95.62 | |
| Visa (V) | 1.4 | $25M | 376k | 65.41 | |
| Sensata Technologies Hldg Bv | 1.4 | $25M | 428k | 57.45 | |
| Core Laboratories | 1.4 | $25M | 235k | 104.49 | |
| Qualcomm (QCOM) | 1.1 | $20M | 282k | 69.34 | |
| Procter & Gamble Company (PG) | 1.0 | $18M | 221k | 81.94 | |
| Union Pacific Corporation (UNP) | 1.0 | $18M | 164k | 108.31 | |
| St. Jude Medical | 0.9 | $16M | 250k | 65.40 | |
| Praxair | 0.9 | $16M | 131k | 120.74 | |
| Precision Castparts | 0.8 | $15M | 70k | 210.00 | |
| Exxon Mobil Corporation (XOM) | 0.8 | $15M | 172k | 85.00 | |
| Johnson & Johnson (JNJ) | 0.7 | $12M | 119k | 100.60 | |
| Anheuser-Busch InBev NV (BUD) | 0.6 | $11M | 91k | 121.91 | |
| Colgate-Palmolive Company (CL) | 0.1 | $818k | 12k | 69.32 | |
| Halliburton Company (HAL) | 0.1 | $855k | 20k | 43.86 | |
| iShares Russell 1000 Growth Index (IWF) | 0.1 | $893k | 9.0k | 98.89 | |
| iShares Lehman Aggregate Bond (AGG) | 0.1 | $852k | 7.6k | 111.39 | |
| Boeing Company (BA) | 0.0 | $733k | 4.9k | 150.08 | |
| MasterCard Incorporated (MA) | 0.0 | $340k | 3.9k | 86.27 | |
| SBA Communications Corporation | 0.0 | $93k | 792.00 | 117.42 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $206k | 1.8k | 113.44 | |
| Comcast Corporation | 0.0 | $36k | 646.00 | 55.73 | |
| Fairfax Financial Holdings Lim (FRFHF) | 0.0 | $79k | 141.00 | 560.28 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $45k | 611.00 | 73.65 | |
| Unilever | 0.0 | $30k | 725.00 | 41.38 | |
| Canadian Pacific Railway | 0.0 | $20k | 110.00 | 181.82 | |
| EMC Corporation | 0.0 | $31k | 1.2k | 25.62 | |
| 0.0 | $24k | 43.00 | 558.14 | ||
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.0 | $5.0k | 69.00 | 72.46 | |
| Siemens (SIEGY) | 0.0 | $25k | 235.00 | 106.38 | |
| SABMiller (SBMRY) | 0.0 | $3.0k | 51.00 | 58.82 | |
| Nestle Sa Cham Et Vevey eqfor (NSRGF) | 0.0 | $37k | 485.00 | 76.29 | |
| Pernod Ricard eqfor (PDRDF) | 0.0 | $21k | 180.00 | 116.67 | |
| 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 | $38k | 2.2k | 17.64 | |
| Anheuser-busch Inbev | 0.0 | $13k | 106.00 | 122.64 | |
| Wpp Plc- (WPP) | 0.0 | $21k | 186.00 | 112.90 | |
| Lancashire Holdings (LCSHF) | 0.0 | $24k | 2.6k | 9.32 | |
| California Resources | 0.0 | $2.0k | 244.00 | 8.20 | |
| Klx Inc Com $0.01 | 0.0 | $19k | 492.00 | 38.62 |
