Mar Vista Investment Partners as of Dec. 31, 2019
Portfolio Holdings for Mar Vista Investment Partners
Mar Vista Investment Partners holds 63 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 6.1 | $254M | 1.1M | 226.50 | |
| Alphabet Inc Class C cs (GOOG) | 5.4 | $226M | 169k | 1337.02 | |
| Markel Corporation (MKL) | 4.8 | $201M | 176k | 1143.17 | |
| Adobe Systems Incorporated (ADBE) | 4.8 | $200M | 607k | 329.81 | |
| Apple (AAPL) | 4.7 | $195M | 664k | 293.65 | |
| American Tower Reit (AMT) | 4.0 | $167M | 725k | 229.82 | |
| Honeywell International (HON) | 3.9 | $164M | 925k | 177.00 | |
| Intuit (INTU) | 3.9 | $164M | 626k | 261.93 | |
| Roper Industries (ROP) | 3.6 | $151M | 425k | 354.23 | |
| Ecolab (ECL) | 3.5 | $145M | 752k | 192.99 | |
| Teleflex Incorporated (TFX) | 3.3 | $140M | 371k | 376.44 | |
| Johnson & Johnson (JNJ) | 3.2 | $136M | 933k | 145.87 | |
| TransDigm Group Incorporated (TDG) | 3.2 | $136M | 242k | 560.00 | |
| Oracle Corporation (ORCL) | 3.2 | $134M | 2.5M | 52.98 | |
| Sap (SAP) | 3.2 | $133M | 992k | 133.99 | |
| U.S. Bancorp (USB) | 3.1 | $132M | 2.2M | 59.29 | |
| Visa (V) | 2.7 | $115M | 610k | 187.90 | |
| Unilever | 2.7 | $114M | 2.0M | 57.46 | |
| Microchip Technology (MCHP) | 2.7 | $113M | 1.1M | 104.72 | |
| Moody's Corporation (MCO) | 2.6 | $110M | 463k | 237.41 | |
| Amazon (AMZN) | 2.6 | $108M | 58k | 1847.84 | |
| Fortive (FTV) | 2.5 | $106M | 1.4M | 76.39 | |
| Charles Schwab Corporation (SCHW) | 2.5 | $104M | 2.2M | 47.56 | |
| Facebook Inc cl a (META) | 2.4 | $101M | 494k | 205.25 | |
| First Republic Bank/san F (FRCB) | 2.3 | $97M | 822k | 117.45 | |
| Mettler-Toledo International (MTD) | 2.2 | $91M | 115k | 793.28 | |
| Sensata Technolo (ST) | 2.1 | $89M | 1.7M | 53.87 | |
| Pepsi (PEP) | 1.9 | $78M | 572k | 136.67 | |
| Comcast Corporation (CMCSA) | 1.8 | $75M | 1.7M | 44.97 | |
| Linde | 1.6 | $68M | 322k | 212.90 | |
| O'reilly Automotive (ORLY) | 1.4 | $58M | 132k | 438.26 | |
| Allergan | 0.8 | $36M | 186k | 191.17 | |
| CarMax (KMX) | 0.8 | $35M | 397k | 87.67 | |
| Medtronic (MDT) | 0.1 | $3.0M | 27k | 113.44 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $2.0M | 6.3k | 324.91 | |
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $1.4M | 1.0k | 1339.06 | |
| Abbott Laboratories (ABT) | 0.0 | $851k | 9.8k | 86.89 | |
| Novartis (NVS) | 0.0 | $17k | 183.00 | 92.90 | |
| Fairfax Financial Holdings Lim (FRFHF) | 0.0 | $96k | 205.00 | 468.29 | |
| Canadian Pacific Railway | 0.0 | $76k | 298.00 | 255.03 | |
| Accenture (ACN) | 0.0 | $12k | 57.00 | 210.53 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.0 | $48k | 442.00 | 108.60 | |
| Infineon Technologies (IFNNY) | 0.0 | $12k | 542.00 | 22.14 | |
| Dassault Systemes (DASTY) | 0.0 | $10k | 63.00 | 158.73 | |
| adidas (ADDYY) | 0.0 | $78k | 478.00 | 163.18 | |
| Novozymes A/s Unspons (NVZMY) | 0.0 | $7.0k | 145.00 | 48.28 | |
| Tencent Holdings Ltd - (TCEHY) | 0.0 | $36k | 749.00 | 48.06 | |
| Nestle Sa Cham Et Vevey eqfor (NSRGF) | 0.0 | $74k | 688.00 | 107.56 | |
| Pernod Ricard eqfor (PDRDF) | 0.0 | $32k | 180.00 | 177.78 | |
| Reckitt Benckiser Group Gbp Pa (RBGPF) | 0.0 | $22k | 272.00 | 80.88 | |
| Pernod Ricard S. A. | 0.0 | $22k | 621.00 | 35.43 | |
| Safran S A (SAFRY) | 0.0 | $88k | 2.3k | 38.46 | |
| Svenska Handelsb-a-unsp (SVNLY) | 0.0 | $11k | 2.0k | 5.63 | |
| Asml Holding (ASML) | 0.0 | $7.0k | 24.00 | 291.67 | |
| Reckitt Benckiser- (RBGLY) | 0.0 | $10k | 640.00 | 15.62 | |
| Constellation Software (CNSWF) | 0.0 | $16k | 16.00 | 1000.00 | |
| Lancashire Holdings (LCSHF) | 0.0 | $11k | 1.1k | 10.30 | |
| Airbus Group Nv - Unsp (EADSY) | 0.0 | $14k | 377.00 | 37.14 | |
| Coloplast As- Un | 0.0 | $7.0k | 561.00 | 12.48 | |
| Alibaba Group Holding (BABA) | 0.0 | $69k | 323.00 | 213.62 | |
| Edenred Sa-unsp (EDNMY) | 0.0 | $10k | 404.00 | 24.75 | |
| Sartorius (SUVPF) | 0.0 | $7.0k | 33.00 | 212.12 | |
| Cellnex Telecom Sau-unsp (CLLNY) | 0.0 | $7.0k | 334.00 | 20.96 |
