Mar Vista Investment Partners as of March 31, 2018
Portfolio Holdings for Mar Vista Investment Partners
Mar Vista Investment Partners holds 49 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 6.1 | $153M | 767k | 199.48 | |
| Markel Corporation (MKL) | 6.0 | $152M | 130k | 1170.25 | |
| American Tower Reit (AMT) | 5.8 | $145M | 995k | 145.34 | |
| Xpo Logistics Inc equity (XPO) | 5.4 | $135M | 1.3M | 101.81 | |
| Oracle Corporation (ORCL) | 5.1 | $128M | 2.8M | 45.75 | |
| Honeywell International (HON) | 4.6 | $115M | 794k | 144.51 | |
| Alphabet Inc Class C cs (GOOG) | 4.2 | $106M | 103k | 1031.79 | |
| Intuit (INTU) | 4.2 | $105M | 608k | 173.35 | |
| Roper Industries (ROP) | 4.0 | $100M | 355k | 280.69 | |
| Unilever | 3.4 | $85M | 1.5M | 56.39 | |
| Ecolab (ECL) | 3.3 | $83M | 604k | 137.07 | |
| Microchip Technology (MCHP) | 3.2 | $81M | 888k | 91.36 | |
| U.S. Bancorp (USB) | 3.2 | $80M | 1.6M | 50.50 | |
| Adobe Systems Incorporated (ADBE) | 3.0 | $77M | 355k | 216.08 | |
| Schlumberger (SLB) | 3.0 | $74M | 1.1M | 64.78 | |
| Amazon (AMZN) | 2.7 | $68M | 47k | 1447.33 | |
| Dollar Tree (DLTR) | 2.5 | $62M | 650k | 94.90 | |
| TransDigm Group Incorporated (TDG) | 2.5 | $62M | 201k | 306.94 | |
| Mondelez Int (MDLZ) | 2.3 | $58M | 1.4M | 41.73 | |
| Apple (AAPL) | 2.3 | $57M | 340k | 167.78 | |
| Sensata Technolo (ST) | 2.2 | $55M | 1.1M | 51.83 | |
| Johnson & Johnson (JNJ) | 2.0 | $50M | 388k | 128.15 | |
| Mettler-Toledo International (MTD) | 2.0 | $50M | 87k | 575.03 | |
| Visa (V) | 2.0 | $49M | 412k | 119.62 | |
| Moody's Corporation (MCO) | 1.9 | $49M | 301k | 161.30 | |
| Fortive (FTV) | 1.9 | $47M | 606k | 77.52 | |
| Pepsi (PEP) | 1.6 | $41M | 378k | 109.15 | |
| Core Laboratories | 1.6 | $40M | 368k | 108.22 | |
| CarMax (KMX) | 1.5 | $37M | 592k | 61.94 | |
| Walt Disney Company (DIS) | 1.4 | $34M | 342k | 100.44 | |
| First Republic Bank/san F (FRCB) | 1.3 | $33M | 351k | 92.61 | |
| Praxair | 1.2 | $32M | 218k | 144.30 | |
| O'reilly Automotive (ORLY) | 1.0 | $25M | 101k | 247.38 | |
| Kansas City Southern | 0.9 | $24M | 217k | 109.85 | |
| Allergan | 0.8 | $21M | 124k | 168.29 | |
| Medtronic (MDT) | 0.1 | $2.9M | 36k | 80.21 | |
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $1.1M | 1.1k | 1036.90 | |
| Colgate-Palmolive Company (CL) | 0.0 | $723k | 10k | 71.72 | |
| Procter & Gamble Company (PG) | 0.0 | $785k | 9.9k | 79.31 | |
| Abbott Laboratories (ABT) | 0.0 | $593k | 9.9k | 59.97 | |
| Fairfax Financial Holdings Lim (FRFHF) | 0.0 | $72k | 141.00 | 510.64 | |
| Canadian Pacific Railway | 0.0 | $36k | 205.00 | 175.61 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.0 | $11k | 134.00 | 82.09 | |
| adidas (ADDYY) | 0.0 | $42k | 347.00 | 121.04 | |
| Nestle Sa Cham Et Vevey eqfor (NSRGF) | 0.0 | $73k | 924.00 | 79.00 | |
| Pernod Ricard eqfor (PDRDF) | 0.0 | $30k | 180.00 | 166.67 | |
| Reckitt Benckiser Group Gbp Pa (RBGPF) | 0.0 | $19k | 226.00 | 84.07 | |
| Pernod Ricard S. A. | 0.0 | $4.0k | 129.00 | 31.01 | |
| Safran S A (SAFRY) | 0.0 | $60k | 2.3k | 26.56 |
