Night Owl Capital Management as of March 31, 2012
Portfolio Holdings for Night Owl Capital Management
Night Owl Capital Management holds 30 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| priceline.com Incorporated | 9.1 | $12M | 17k | 717.47 | |
| Visa (V) | 7.4 | $10M | 84k | 118.00 | |
| Airgas | 7.2 | $9.7M | 109k | 88.97 | |
| Aon Corporation | 6.6 | $8.9M | 181k | 49.06 | |
| Baidu (BIDU) | 6.1 | $8.2M | 56k | 145.76 | |
| C.H. Robinson Worldwide (CHRW) | 5.9 | $7.9M | 121k | 65.49 | |
| Ecolab (ECL) | 5.8 | $7.8M | 127k | 61.72 | |
| AutoZone (AZO) | 5.8 | $7.8M | 21k | 371.81 | |
| O'reilly Automotive (ORLY) | 5.7 | $7.7M | 84k | 91.35 | |
| MasterCard Incorporated (MA) | 5.2 | $7.0M | 17k | 420.56 | |
| News Corporation | 4.9 | $6.7M | 338k | 19.71 | |
| Thermo Fisher Scientific (TMO) | 4.6 | $6.2M | 110k | 56.38 | |
| Mednax (MD) | 4.3 | $5.7M | 77k | 74.38 | |
| Oracle Corporation (ORCL) | 3.3 | $4.5M | 154k | 29.16 | |
| McDonald's Corporation (MCD) | 3.3 | $4.4M | 45k | 98.10 | |
| Apple (AAPL) | 3.2 | $4.3M | 7.2k | 599.55 | |
| Sensata Technologies Hldg Bv | 3.0 | $4.0M | 120k | 33.48 | |
| 2.3 | $3.1M | 4.8k | 641.32 | ||
| Berkshire Hathaway (BRK.A) | 1.4 | $1.8M | 15.00 | 121933.33 | |
| Johnson & Johnson (JNJ) | 1.2 | $1.6M | 24k | 65.96 | |
| Fastenal Company (FAST) | 1.1 | $1.5M | 27k | 54.10 | |
| Kraft Foods | 0.6 | $736k | 19k | 38.03 | |
| LKQ Corporation (LKQ) | 0.5 | $727k | 23k | 31.17 | |
| Copart (CPRT) | 0.4 | $515k | 20k | 26.06 | |
| Microsoft Corporation (MSFT) | 0.3 | $425k | 13k | 32.27 | |
| SEI Investments Company (SEIC) | 0.3 | $392k | 19k | 20.68 | |
| Robert Half International (RHI) | 0.2 | $255k | 8.4k | 30.36 | |
| Berkshire Hathaway Inc. Class B | 0.2 | $219k | 2.7k | 81.11 | |
| Pfizer (PFE) | 0.2 | $209k | 9.2k | 22.65 | |
| Philip Morris International (PM) | 0.1 | $202k | 2.3k | 88.60 |
