MAR VISTA INVESTMENT PARTNERS LLC
11150 SANTA MONICA BLVD., LOS ANGELES, California, 90025, (310) 917-2800
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 77 |
| New Positions | 10 |
| Increased Positions | 33 |
| Decreased Positions | 43 |
| Positions with Activity | 76 |
| Sold Out Positions | 31 |
| Total Mkt Value (in $ millions) |
1,529 |
Sector Weighting
| Basic Materials | 1.7% |
| Capital Goods | 5.38% |
| Conglomerates | 0% |
| Consumer Cyclical | 5.38% |
| Consumer/Non-Cyclical | 20.38% |
| Energy | 10.8% |
| Financial | 10.45% |
| Healthcare | 4.94% |
| Services | 6.56% |
| Technology | 28.15% |
| Transportation | 6.25% |
| Utilities |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
77 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 105,453 | 6,970 | 7.08 | 917,624 |
| ORACLE CORP | COM | 78,151 | 7,062 | 9.93 | 2,280,457 |
| CANADIAN PAC RY LTD | COM | 75,642 | 3,603 | 5.00 | 616,231 |
| PROCTER & GAMBLE CO | COM | 73,887 | -1,838 | (2.43) | 935,756 |
| HONEYWELL INTL INC | COM | 71,946 | 6,689 | 10.25 | 902,592 |
| E M C CORP MASS | COM | 70,979 | 70,979 | New | 2,858,611 |
| OCCIDENTAL PETE CORP DEL | COM | 70,796 | -2,285 | (3.13) | 764,452 |
| QUALCOMM INC | COM | 68,872 | 6,220 | 9.93 | 1,109,581 |
| PEPSICO INC | COM | 66,806 | 6,773 | 11.28 | 809,278 |
| UNITED TECHNOLOGIES CORP | COM | 66,034 | 9,275 | 16.34 | 695,245 |
| GOOGLE INC | CL A | 64,930 | 6,513 | 11.15 | 73,264 |
| HOME DEPOT INC | COM | 63,630 | 6,993 | 12.35 | 835,691 |
| SCHLUMBERGER LTD | COM | 59,160 | -3,983 | (6.31) | 809,302 |
| NIKE INC | CL B | 56,203 | 6,120 | 12.22 | 907,377 |
| STARBUCKS CORP | COM | 55,133 | 5,645 | 11.41 | 834,969 |
| COCA COLA CO | COM | 53,939 | -9,545 | (15.04) | 1,325,937 |
| APPLE INC | COM | 43,485 | -28,571 | (39.65) | 100,659 |
| MARKEL CORP | COM | 40,759 | 25,013 | 158.86 | 77,195 |
| EXXON MOBIL CORP | COM | 33,716 | 5,764 | 20.62 | 368,441 |
| MONDELEZ INTL INC | CL A | 32,278 | 4,840 | 17.64 | 1,063,882 |
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