Mar Vista Investment Partners as of March 31, 2019
Portfolio Holdings for Mar Vista Investment Partners
Mar Vista Investment Partners holds 49 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| American Tower Reit (AMT) | 6.7 | $254M | 1.3M | 197.06 | |
| Alphabet Inc Class C cs (GOOG) | 5.5 | $210M | 179k | 1173.31 | |
| Berkshire Hathaway (BRK.B) | 5.3 | $200M | 995k | 200.89 | |
| Markel Corporation (MKL) | 5.0 | $190M | 191k | 996.24 | |
| Intuit (INTU) | 4.6 | $174M | 667k | 261.41 | |
| Honeywell International (HON) | 4.4 | $166M | 1.0M | 158.92 | |
| Roper Industries (ROP) | 4.2 | $160M | 467k | 341.97 | |
| Oracle Corporation (ORCL) | 3.8 | $143M | 2.7M | 53.71 | |
| Ecolab (ECL) | 3.8 | $143M | 808k | 176.54 | |
| Microchip Technology (MCHP) | 3.8 | $142M | 1.7M | 82.96 | |
| Apple (AAPL) | 3.6 | $135M | 712k | 189.95 | |
| Adobe Systems Incorporated (ADBE) | 3.4 | $129M | 484k | 266.49 | |
| Unilever | 3.3 | $124M | 2.1M | 58.29 | |
| TransDigm Group Incorporated (TDG) | 3.2 | $121M | 267k | 453.99 | |
| Facebook Inc cl a (META) | 3.0 | $115M | 692k | 166.69 | |
| Amazon (AMZN) | 3.0 | $114M | 64k | 1780.75 | |
| Teleflex Incorporated (TFX) | 3.0 | $114M | 378k | 302.16 | |
| U.S. Bancorp (USB) | 2.9 | $108M | 2.2M | 48.19 | |
| Visa (V) | 2.6 | $99M | 635k | 156.19 | |
| Johnson & Johnson (JNJ) | 2.6 | $99M | 707k | 139.79 | |
| Mettler-Toledo International (MTD) | 2.4 | $90M | 124k | 723.00 | |
| Moody's Corporation (MCO) | 2.3 | $86M | 474k | 181.09 | |
| Booking Holdings (BKNG) | 2.3 | $86M | 49k | 1744.91 | |
| First Republic Bank/san F (FRCB) | 2.2 | $84M | 834k | 100.46 | |
| Fortive (FTV) | 2.0 | $78M | 927k | 83.89 | |
| Sensata Technolo (ST) | 2.0 | $76M | 1.7M | 45.02 | |
| Pepsi (PEP) | 1.9 | $73M | 592k | 122.55 | |
| CarMax (KMX) | 1.7 | $64M | 912k | 69.80 | |
| O'reilly Automotive (ORLY) | 1.6 | $60M | 154k | 388.30 | |
| Linde | 1.6 | $60M | 339k | 175.93 | |
| Schlumberger (SLB) | 1.1 | $44M | 999k | 43.57 | |
| Allergan | 0.8 | $29M | 199k | 146.41 | |
| Core Laboratories | 0.3 | $13M | 189k | 68.93 | |
| Medtronic (MDT) | 0.1 | $3.0M | 32k | 91.09 | |
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $1.3M | 1.1k | 1176.73 | |
| Abbott Laboratories (ABT) | 0.0 | $644k | 8.1k | 80.00 | |
| Halliburton Company (HAL) | 0.0 | $861k | 29k | 29.31 | |
| Fairfax Financial Holdings Lim (FRFHF) | 0.0 | $78k | 168.00 | 464.29 | |
| Canadian Pacific Railway | 0.0 | $50k | 244.00 | 204.92 | |
| Sap (SAP) | 0.0 | $34k | 291.00 | 116.84 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.0 | $32k | 334.00 | 95.81 | |
| adidas (ADDYY) | 0.0 | $50k | 413.00 | 121.07 | |
| Tencent Holdings Ltd - (TCEHY) | 0.0 | $28k | 606.00 | 46.20 | |
| Nestle Sa Cham Et Vevey eqfor (NSRGF) | 0.0 | $88k | 924.00 | 95.24 | |
| Pernod Ricard eqfor (PDRDF) | 0.0 | $32k | 180.00 | 177.78 | |
| Reckitt Benckiser Group Gbp Pa (RBGPF) | 0.0 | $23k | 272.00 | 84.56 | |
| Pernod Ricard S. A. | 0.0 | $12k | 333.00 | 36.04 | |
| Safran S A (SAFRY) | 0.0 | $66k | 1.9k | 34.16 | |
| Alibaba Group Holding (BABA) | 0.0 | $50k | 274.00 | 182.48 |
