Mar Vista Investment Partners as of June 30, 2018
Portfolio Holdings for Mar Vista Investment Partners
Mar Vista Investment Partners holds 51 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Markel Corporation (MKL) | 5.3 | $134M | 124k | 1084.35 | |
| Berkshire Hathaway (BRK.B) | 5.2 | $134M | 718k | 186.65 | |
| American Tower Reit (AMT) | 5.1 | $131M | 905k | 144.17 | |
| Xpo Logistics Inc equity (XPO) | 5.1 | $130M | 1.3M | 100.18 | |
| Intuit (INTU) | 4.7 | $120M | 587k | 204.31 | |
| Oracle Corporation (ORCL) | 4.6 | $117M | 2.6M | 44.06 | |
| Alphabet Inc Class C cs (GOOG) | 4.4 | $111M | 100k | 1115.65 | |
| Honeywell International (HON) | 4.3 | $110M | 767k | 144.05 | |
| Roper Industries (ROP) | 3.7 | $94M | 340k | 275.91 | |
| Apple (AAPL) | 3.5 | $89M | 482k | 185.11 | |
| Adobe Systems Incorporated (ADBE) | 3.2 | $83M | 340k | 243.81 | |
| Unilever | 3.2 | $82M | 1.5M | 55.72 | |
| Ecolab (ECL) | 3.2 | $82M | 582k | 140.33 | |
| Microchip Technology (MCHP) | 3.1 | $79M | 867k | 90.95 | |
| Amazon (AMZN) | 3.0 | $78M | 46k | 1699.79 | |
| U.S. Bancorp (USB) | 3.0 | $76M | 1.5M | 50.02 | |
| Schlumberger (SLB) | 2.9 | $75M | 1.1M | 67.03 | |
| TransDigm Group Incorporated (TDG) | 2.6 | $68M | 196k | 345.14 | |
| Facebook Inc cl a (META) | 2.5 | $63M | 326k | 194.32 | |
| Dollar Tree (DLTR) | 2.1 | $54M | 635k | 85.00 | |
| Visa (V) | 2.0 | $52M | 394k | 132.45 | |
| Mondelez Int (MDLZ) | 2.0 | $52M | 1.3M | 41.00 | |
| Moody's Corporation (MCO) | 1.9 | $49M | 288k | 170.56 | |
| Sensata Technolo (ST) | 1.9 | $49M | 1.0M | 47.58 | |
| Mettler-Toledo International (MTD) | 1.9 | $49M | 84k | 578.63 | |
| Johnson & Johnson (JNJ) | 1.8 | $45M | 367k | 121.34 | |
| Fortive (FTV) | 1.8 | $45M | 580k | 77.11 | |
| Core Laboratories | 1.7 | $44M | 352k | 126.21 | |
| CarMax (KMX) | 1.6 | $41M | 567k | 72.87 | |
| Pepsi (PEP) | 1.5 | $39M | 362k | 108.87 | |
| Teleflex Incorporated (TFX) | 1.5 | $38M | 142k | 268.21 | |
| Praxair | 1.3 | $33M | 209k | 158.15 | |
| First Republic Bank/san F (FRCB) | 1.3 | $33M | 336k | 96.79 | |
| O'reilly Automotive (ORLY) | 1.0 | $26M | 97k | 273.57 | |
| Kansas City Southern | 0.9 | $22M | 207k | 105.96 | |
| Allergan | 0.8 | $20M | 119k | 166.72 | |
| Medtronic (MDT) | 0.1 | $3.1M | 36k | 85.60 | |
| Alphabet Inc Class A cs (GOOGL) | 0.1 | $1.2M | 1.1k | 1129.15 | |
| Colgate-Palmolive Company (CL) | 0.0 | $653k | 10k | 64.78 | |
| Procter & Gamble Company (PG) | 0.0 | $773k | 9.9k | 78.10 | |
| Abbott Laboratories (ABT) | 0.0 | $603k | 9.9k | 60.98 | |
| Fairfax Financial Holdings Lim (FRFHF) | 0.0 | $79k | 141.00 | 560.28 | |
| Canadian Pacific Railway | 0.0 | $38k | 205.00 | 185.37 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.0 | $10k | 134.00 | 74.63 | |
| adidas (ADDYY) | 0.0 | $38k | 347.00 | 109.51 | |
| Tencent Holdings Ltd - (TCEHY) | 0.0 | $25k | 507.00 | 49.31 | |
| Nestle Sa Cham Et Vevey eqfor (NSRGF) | 0.0 | $71k | 924.00 | 76.84 | |
| Pernod Ricard eqfor (PDRDF) | 0.0 | $29k | 180.00 | 161.11 | |
| Reckitt Benckiser Group Gbp Pa (RBGPF) | 0.0 | $18k | 226.00 | 79.65 | |
| Pernod Ricard S. A. | 0.0 | $4.0k | 129.00 | 31.01 | |
| Safran S A (SAFRY) | 0.0 | $69k | 2.3k | 30.54 |
