Mar Vista Investment Partners as of Sept. 30, 2019
Portfolio Holdings for Mar Vista Investment Partners
Mar Vista Investment Partners holds 47 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 6.3 | $248M | 1.2M | 208.02 | |
| Markel Corporation (MKL) | 5.7 | $225M | 190k | 1181.90 | |
| Alphabet Inc Class C cs (GOOG) | 5.6 | $222M | 183k | 1219.00 | |
| Intuit (INTU) | 4.6 | $181M | 680k | 265.94 | |
| American Tower Reit (AMT) | 4.4 | $175M | 791k | 221.13 | |
| Honeywell International (HON) | 4.4 | $173M | 1.0M | 169.20 | |
| Roper Industries (ROP) | 4.2 | $166M | 464k | 356.60 | |
| Ecolab (ECL) | 4.0 | $159M | 802k | 198.04 | |
| Apple (AAPL) | 4.0 | $157M | 701k | 223.97 | |
| Oracle Corporation (ORCL) | 3.7 | $147M | 2.7M | 55.03 | |
| U.S. Bancorp (USB) | 3.5 | $137M | 2.5M | 55.34 | |
| Teleflex Incorporated (TFX) | 3.4 | $136M | 400k | 339.75 | |
| TransDigm Group Incorporated (TDG) | 3.4 | $136M | 261k | 520.67 | |
| Adobe Systems Incorporated (ADBE) | 3.3 | $132M | 478k | 276.25 | |
| Unilever | 3.3 | $129M | 2.2M | 60.03 | |
| Visa (V) | 2.8 | $113M | 654k | 172.01 | |
| Amazon (AMZN) | 2.7 | $108M | 62k | 1735.91 | |
| Microchip Technology (MCHP) | 2.7 | $107M | 1.1M | 92.91 | |
| Moody's Corporation (MCO) | 2.5 | $101M | 494k | 204.83 | |
| Booking Holdings (BKNG) | 2.5 | $101M | 51k | 1962.61 | |
| Charles Schwab Corporation (SCHW) | 2.4 | $97M | 2.3M | 41.83 | |
| Johnson & Johnson (JNJ) | 2.4 | $97M | 748k | 129.38 | |
| Facebook Inc cl a (META) | 2.4 | $96M | 536k | 178.08 | |
| Sensata Technolo (ST) | 2.3 | $89M | 1.8M | 50.06 | |
| Mettler-Toledo International (MTD) | 2.2 | $87M | 124k | 704.40 | |
| First Republic Bank/san F (FRCB) | 2.2 | $87M | 902k | 96.70 | |
| Pepsi (PEP) | 2.1 | $85M | 617k | 137.10 | |
| Linde | 1.8 | $70M | 364k | 193.72 | |
| Fortive (FTV) | 1.6 | $64M | 939k | 68.56 | |
| O'reilly Automotive (ORLY) | 1.6 | $62M | 156k | 398.51 | |
| CarMax (KMX) | 0.9 | $37M | 422k | 88.00 | |
| Allergan | 0.9 | $36M | 213k | 168.29 | |
| Medtronic (MDT) | 0.1 | $2.9M | 27k | 108.61 | |
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $1.3M | 1.1k | 1220.75 | |
| Abbott Laboratories (ABT) | 0.0 | $819k | 9.8k | 83.62 | |
| Fairfax Financial Holdings Lim (FRFHF) | 0.0 | $74k | 168.00 | 440.48 | |
| Canadian Pacific Railway | 0.0 | $54k | 244.00 | 221.31 | |
| Sap (SAP) | 0.0 | $34k | 291.00 | 116.84 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.0 | $31k | 282.00 | 109.93 | |
| adidas (ADDYY) | 0.0 | $64k | 413.00 | 154.96 | |
| Tencent Holdings Ltd - (TCEHY) | 0.0 | $26k | 606.00 | 42.90 | |
| Nestle Sa Cham Et Vevey eqfor (NSRGF) | 0.0 | $75k | 688.00 | 109.01 | |
| Pernod Ricard eqfor (PDRDF) | 0.0 | $32k | 180.00 | 177.78 | |
| Reckitt Benckiser Group Gbp Pa (RBGPF) | 0.0 | $21k | 272.00 | 77.21 | |
| Pernod Ricard S. A. | 0.0 | $12k | 333.00 | 36.04 | |
| Safran S A (SAFRY) | 0.0 | $76k | 1.9k | 39.34 | |
| Alibaba Group Holding (BABA) | 0.0 | $46k | 274.00 | 167.88 |
