Mar Vista Investment Partners as of Sept. 30, 2018
Portfolio Holdings for Mar Vista Investment Partners
Mar Vista Investment Partners holds 51 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 5.6 | $190M | 889k | 214.11 | |
| Markel Corporation (MKL) | 5.4 | $183M | 154k | 1188.49 | |
| Xpo Logistics Inc equity (XPO) | 5.4 | $183M | 1.6M | 114.17 | |
| American Tower Reit (AMT) | 4.8 | $164M | 1.1M | 145.30 | |
| Honeywell International (HON) | 4.7 | $159M | 957k | 166.40 | |
| Alphabet Inc Class C cs (GOOG) | 4.4 | $151M | 127k | 1193.47 | |
| Intuit (INTU) | 4.1 | $138M | 608k | 227.40 | |
| Apple (AAPL) | 4.0 | $136M | 603k | 225.74 | |
| Oracle Corporation (ORCL) | 3.7 | $124M | 2.4M | 51.56 | |
| Roper Industries (ROP) | 3.6 | $123M | 416k | 296.21 | |
| Microchip Technology (MCHP) | 3.5 | $120M | 1.5M | 78.91 | |
| Adobe Systems Incorporated (ADBE) | 3.4 | $115M | 425k | 269.95 | |
| Amazon (AMZN) | 3.4 | $114M | 57k | 2003.00 | |
| Ecolab (ECL) | 3.3 | $114M | 725k | 156.78 | |
| Unilever | 3.0 | $103M | 1.9M | 55.55 | |
| U.S. Bancorp (USB) | 2.9 | $99M | 1.9M | 52.81 | |
| TransDigm Group Incorporated (TDG) | 2.6 | $90M | 242k | 372.30 | |
| Teleflex Incorporated (TFX) | 2.5 | $84M | 317k | 266.09 | |
| Visa (V) | 2.4 | $81M | 540k | 150.09 | |
| Schlumberger (SLB) | 2.4 | $80M | 1.3M | 60.92 | |
| Johnson & Johnson (JNJ) | 2.1 | $70M | 508k | 138.17 | |
| Sensata Technolo (ST) | 2.1 | $70M | 1.4M | 49.55 | |
| Moody's Corporation (MCO) | 2.0 | $67M | 398k | 167.20 | |
| Facebook Inc cl a (META) | 2.0 | $67M | 405k | 164.46 | |
| Mondelez Int (MDLZ) | 2.0 | $67M | 1.6M | 42.96 | |
| Fortive (FTV) | 1.9 | $66M | 787k | 84.20 | |
| Mettler-Toledo International (MTD) | 1.9 | $65M | 107k | 608.98 | |
| CarMax (KMX) | 1.7 | $58M | 776k | 74.67 | |
| Core Laboratories | 1.6 | $56M | 484k | 115.83 | |
| Pepsi (PEP) | 1.6 | $55M | 493k | 111.80 | |
| Praxair | 1.4 | $46M | 286k | 160.73 | |
| O'reilly Automotive (ORLY) | 1.3 | $46M | 132k | 347.32 | |
| First Republic Bank/san F (FRCB) | 1.2 | $43M | 444k | 96.00 | |
| Kansas City Southern | 0.9 | $32M | 284k | 113.28 | |
| Allergan | 0.9 | $31M | 164k | 190.48 | |
| Medtronic (MDT) | 0.1 | $3.6M | 36k | 98.36 | |
| Halliburton Company (HAL) | 0.0 | $1.2M | 29k | 40.52 | |
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $1.3M | 1.1k | 1207.03 | |
| Abbott Laboratories (ABT) | 0.0 | $725k | 9.9k | 73.31 | |
| Colgate-Palmolive Company (CL) | 0.0 | $675k | 10k | 66.96 | |
| Procter & Gamble Company (PG) | 0.0 | $824k | 9.9k | 83.25 | |
| Fairfax Financial Holdings Lim (FRFHF) | 0.0 | $77k | 141.00 | 546.10 | |
| Canadian Pacific Railway | 0.0 | $43k | 205.00 | 209.76 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.0 | $11k | 134.00 | 82.09 | |
| adidas (ADDYY) | 0.0 | $43k | 347.00 | 123.92 | |
| Tencent Holdings Ltd - (TCEHY) | 0.0 | $21k | 507.00 | 41.42 | |
| Nestle Sa Cham Et Vevey eqfor (NSRGF) | 0.0 | $77k | 924.00 | 83.33 | |
| Pernod Ricard eqfor (PDRDF) | 0.0 | $30k | 180.00 | 166.67 | |
| Reckitt Benckiser Group Gbp Pa (RBGPF) | 0.0 | $21k | 226.00 | 92.92 | |
| Pernod Ricard S. A. | 0.0 | $4.0k | 129.00 | 31.01 | |
| Safran S A (SAFRY) | 0.0 | $79k | 2.3k | 34.97 |
