Night Owl Capital Management as of Dec. 31, 2013
Portfolio Holdings for Night Owl Capital Management
Night Owl Capital Management holds 23 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 10.2 | $23M | 104k | 222.68 | |
| 9.5 | $22M | 19k | 1120.72 | ||
| Ecolab (ECL) | 7.5 | $17M | 163k | 104.27 | |
| Twenty-first Century Fox | 7.4 | $17M | 481k | 35.17 | |
| eBay (EBAY) | 7.0 | $16M | 289k | 54.87 | |
| MasterCard Incorporated (MA) | 6.9 | $16M | 19k | 835.46 | |
| Dunkin' Brands Group | 6.5 | $15M | 309k | 48.20 | |
| Dollar General (DG) | 6.4 | $15M | 242k | 60.32 | |
| Aon | 6.3 | $14M | 170k | 83.89 | |
| Oracle Corporation (ORCL) | 5.5 | $13M | 329k | 38.26 | |
| Sally Beauty Holdings (SBH) | 5.4 | $12M | 406k | 30.23 | |
| priceline.com Incorporated | 5.0 | $11M | 9.7k | 1162.39 | |
| Starbucks Corporation (SBUX) | 4.6 | $10M | 133k | 78.39 | |
| Fastenal Company (FAST) | 2.8 | $6.4M | 135k | 47.51 | |
| Sensata Technologies Hldg Bv | 2.7 | $6.2M | 159k | 38.77 | |
| Discovery Communications | 2.7 | $6.1M | 67k | 90.42 | |
| Canadian Pacific Railway | 2.6 | $5.8M | 39k | 151.32 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $640k | 5.8k | 111.30 | |
| Johnson & Johnson (JNJ) | 0.2 | $522k | 5.7k | 91.58 | |
| Berkshire Hathaway (BRK.A) | 0.2 | $534k | 3.00 | 178000.00 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $296k | 2.5k | 118.40 | |
| Pfizer (PFE) | 0.1 | $211k | 6.9k | 30.64 | |
| General Electric Company | 0.1 | $212k | 7.6k | 28.00 |
