Mar Vista Investment Partners as of Dec. 31, 2018
Portfolio Holdings for Mar Vista Investment Partners
Mar Vista Investment Partners holds 51 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| American Tower Reit (AMT) | 6.2 | $186M | 1.2M | 158.19 | |
| Berkshire Hathaway (BRK.B) | 6.2 | $185M | 905k | 204.18 | |
| Markel Corporation (MKL) | 5.6 | $167M | 161k | 1038.05 | |
| Alphabet Inc Class C cs (GOOG) | 4.8 | $144M | 139k | 1035.61 | |
| Honeywell International (HON) | 4.5 | $134M | 1.0M | 132.12 | |
| Intuit (INTU) | 4.1 | $121M | 614k | 196.85 | |
| Roper Industries (ROP) | 3.9 | $115M | 431k | 266.52 | |
| Microchip Technology (MCHP) | 3.8 | $113M | 1.6M | 71.92 | |
| Oracle Corporation (ORCL) | 3.8 | $112M | 2.5M | 45.15 | |
| Ecolab (ECL) | 3.7 | $111M | 752k | 147.35 | |
| Unilever | 3.6 | $108M | 2.0M | 53.80 | |
| Adobe Systems Incorporated (ADBE) | 3.4 | $100M | 442k | 226.24 | |
| Apple (AAPL) | 3.3 | $99M | 626k | 157.74 | |
| U.S. Bancorp (USB) | 3.1 | $91M | 2.0M | 45.70 | |
| Amazon (AMZN) | 3.0 | $88M | 59k | 1501.97 | |
| Teleflex Incorporated (TFX) | 2.9 | $86M | 331k | 258.48 | |
| TransDigm Group Incorporated (TDG) | 2.8 | $84M | 248k | 340.06 | |
| Facebook Inc cl a (META) | 2.7 | $82M | 622k | 131.09 | |
| Visa (V) | 2.5 | $75M | 566k | 131.94 | |
| Johnson & Johnson (JNJ) | 2.5 | $74M | 575k | 129.05 | |
| Sensata Technolo (ST) | 2.2 | $67M | 1.5M | 44.84 | |
| Mettler-Toledo International (MTD) | 2.1 | $64M | 113k | 565.58 | |
| Mondelez Int (MDLZ) | 2.1 | $64M | 1.6M | 40.03 | |
| First Republic Bank/san F (FRCB) | 2.1 | $62M | 712k | 86.90 | |
| Moody's Corporation (MCO) | 2.0 | $59M | 420k | 140.04 | |
| Pepsi (PEP) | 1.9 | $58M | 524k | 110.48 | |
| Fortive (FTV) | 1.9 | $56M | 832k | 67.66 | |
| Xpo Logistics Inc equity (XPO) | 1.9 | $56M | 975k | 57.04 | |
| CarMax (KMX) | 1.7 | $51M | 815k | 62.73 | |
| O'reilly Automotive (ORLY) | 1.6 | $48M | 138k | 344.33 | |
| Linde | 1.6 | $47M | 301k | 156.04 | |
| Schlumberger (SLB) | 1.1 | $32M | 893k | 36.08 | |
| Allergan | 0.8 | $23M | 175k | 133.66 | |
| Core Laboratories | 0.4 | $11M | 192k | 59.66 | |
| Medtronic (MDT) | 0.1 | $3.1M | 34k | 90.97 | |
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $1.3M | 1.2k | 1044.82 | |
| Halliburton Company (HAL) | 0.0 | $781k | 29k | 26.59 | |
| Abbott Laboratories (ABT) | 0.0 | $715k | 9.9k | 72.30 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.0 | $394k | 1.7k | 229.74 | |
| Fairfax Financial Holdings Lim (FRFHF) | 0.0 | $74k | 168.00 | 440.48 | |
| Canadian Pacific Railway | 0.0 | $43k | 244.00 | 176.23 | |
| Sap (SAP) | 0.0 | $29k | 291.00 | 99.66 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.0 | $27k | 334.00 | 80.84 | |
| adidas (ADDYY) | 0.0 | $43k | 413.00 | 104.12 | |
| Tencent Holdings Ltd - (TCEHY) | 0.0 | $24k | 606.00 | 39.60 | |
| Nestle Sa Cham Et Vevey eqfor (NSRGF) | 0.0 | $75k | 924.00 | 81.17 | |
| Pernod Ricard eqfor (PDRDF) | 0.0 | $29k | 180.00 | 161.11 | |
| Reckitt Benckiser Group Gbp Pa (RBGPF) | 0.0 | $21k | 272.00 | 77.21 | |
| Pernod Ricard S. A. | 0.0 | $11k | 333.00 | 33.03 | |
| Safran S A (SAFRY) | 0.0 | $58k | 1.9k | 30.02 | |
| Alibaba Group Holding (BABA) | 0.0 | $38k | 274.00 | 138.69 |
