Mar Vista Investment Partners as of June 30, 2019
Portfolio Holdings for Mar Vista Investment Partners
Mar Vista Investment Partners holds 48 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| American Tower Reit (AMT) | 6.7 | $253M | 1.2M | 204.45 | |
| Berkshire Hathaway (BRK.B) | 5.6 | $209M | 980k | 213.17 | |
| Markel Corporation (MKL) | 5.3 | $199M | 182k | 1089.60 | |
| Alphabet Inc Class C cs (GOOG) | 5.0 | $189M | 174k | 1080.91 | |
| Honeywell International (HON) | 4.7 | $175M | 1.0M | 174.59 | |
| Intuit (INTU) | 4.5 | $170M | 650k | 261.33 | |
| Roper Industries (ROP) | 4.4 | $165M | 449k | 366.26 | |
| Ecolab (ECL) | 4.1 | $153M | 776k | 197.44 | |
| Oracle Corporation (ORCL) | 3.9 | $147M | 2.6M | 56.97 | |
| Apple (AAPL) | 3.6 | $135M | 681k | 197.92 | |
| Adobe Systems Incorporated (ADBE) | 3.6 | $134M | 456k | 294.65 | |
| Facebook Inc cl a (META) | 3.5 | $130M | 674k | 193.00 | |
| Unilever | 3.4 | $126M | 2.1M | 60.72 | |
| Teleflex Incorporated (TFX) | 3.4 | $126M | 380k | 331.15 | |
| TransDigm Group Incorporated (TDG) | 3.2 | $121M | 251k | 483.80 | |
| Amazon (AMZN) | 3.0 | $113M | 60k | 1893.63 | |
| U.S. Bancorp (USB) | 3.0 | $113M | 2.1M | 52.40 | |
| Visa (V) | 2.9 | $108M | 620k | 173.55 | |
| Mettler-Toledo International (MTD) | 2.7 | $101M | 120k | 840.00 | |
| Johnson & Johnson (JNJ) | 2.6 | $98M | 706k | 139.28 | |
| Microchip Technology (MCHP) | 2.5 | $95M | 1.1M | 86.70 | |
| Booking Holdings (BKNG) | 2.5 | $92M | 49k | 1874.71 | |
| Moody's Corporation (MCO) | 2.4 | $91M | 466k | 195.31 | |
| Sensata Technolo (ST) | 2.2 | $83M | 1.7M | 49.00 | |
| First Republic Bank/san F (FRCB) | 2.1 | $79M | 813k | 97.65 | |
| Pepsi (PEP) | 2.0 | $77M | 586k | 131.13 | |
| Fortive (FTV) | 2.0 | $74M | 903k | 81.52 | |
| Linde | 1.8 | $68M | 336k | 200.80 | |
| O'reilly Automotive (ORLY) | 1.5 | $57M | 154k | 369.32 | |
| CarMax (KMX) | 0.9 | $34M | 396k | 86.83 | |
| Allergan | 0.9 | $33M | 199k | 167.43 | |
| Medtronic (MDT) | 0.1 | $3.1M | 32k | 97.39 | |
| Ametek (AME) | 0.0 | $1.3M | 14k | 90.86 | |
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $1.2M | 1.1k | 1082.63 | |
| Abbott Laboratories (ABT) | 0.0 | $671k | 8.0k | 84.15 | |
| Fairfax Financial Holdings Lim (FRFHF) | 0.0 | $82k | 168.00 | 488.10 | |
| Canadian Pacific Railway | 0.0 | $57k | 244.00 | 233.61 | |
| Sap (SAP) | 0.0 | $40k | 291.00 | 137.46 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.0 | $35k | 334.00 | 104.79 | |
| adidas (ADDYY) | 0.0 | $64k | 413.00 | 154.96 | |
| Tencent Holdings Ltd - (TCEHY) | 0.0 | $27k | 606.00 | 44.55 | |
| Nestle Sa Cham Et Vevey eqfor (NSRGF) | 0.0 | $96k | 924.00 | 103.90 | |
| Pernod Ricard eqfor (PDRDF) | 0.0 | $33k | 180.00 | 183.33 | |
| Reckitt Benckiser Group Gbp Pa (RBGPF) | 0.0 | $22k | 272.00 | 80.88 | |
| Pernod Ricard S. A. | 0.0 | $12k | 333.00 | 36.04 | |
| Safran S A (SAFRY) | 0.0 | $71k | 1.9k | 36.75 | |
| Alibaba Group Holding (BABA) | 0.0 | $46k | 274.00 | 167.88 | |
| Sweep Cash | 0.0 | $1.0k | 1.2k | 0.81 |
