Night Owl Capital Management as of Sept. 30, 2013
Portfolio Holdings for Night Owl Capital Management
Night Owl Capital Management holds 24 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 9.6 | $20M | 103k | 191.10 | |
| Ecolab (ECL) | 7.7 | $16M | 160k | 98.76 | |
| Twenty-first Century Fox | 7.6 | $16M | 467k | 33.51 | |
| eBay (EBAY) | 7.3 | $15M | 269k | 55.80 | |
| Dunkin' Brands Group | 6.7 | $14M | 304k | 45.26 | |
| Dollar General (DG) | 6.5 | $13M | 238k | 56.46 | |
| 6.2 | $13M | 15k | 875.89 | ||
| Aon | 6.0 | $12M | 166k | 74.44 | |
| MasterCard Incorporated (MA) | 6.0 | $12M | 18k | 672.77 | |
| Oracle Corporation (ORCL) | 5.3 | $11M | 326k | 33.17 | |
| Sally Beauty Holdings (SBH) | 5.0 | $10M | 395k | 26.16 | |
| Starbucks Corporation (SBUX) | 4.9 | $10M | 131k | 76.97 | |
| priceline.com Incorporated | 4.7 | $9.7M | 9.6k | 1010.93 | |
| Fastenal Company (FAST) | 3.1 | $6.4M | 127k | 50.27 | |
| Sensata Technologies Hldg Bv | 2.9 | $5.9M | 155k | 38.27 | |
| Discovery Communications | 2.7 | $5.6M | 66k | 84.42 | |
| AutoZone (AZO) | 2.6 | $5.4M | 13k | 422.71 | |
| Airgas | 2.4 | $5.0M | 47k | 106.05 | |
| Canadian Pacific Railway | 1.6 | $3.4M | 27k | 123.30 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $530k | 5.8k | 92.17 | |
| Berkshire Hathaway (BRK.A) | 0.2 | $511k | 3.00 | 170333.33 | |
| Johnson & Johnson (JNJ) | 0.2 | $494k | 5.7k | 86.67 | |
| Pfizer (PFE) | 0.1 | $235k | 8.2k | 28.78 | |
| Realogy Hldgs (HOUS) | 0.1 | $224k | 5.2k | 43.04 |
