$3.79 Billion is the total value of MAR VISTA INVESTMENT PARTNERS LLC's 49 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 42.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CLB | Sell | CORE LABORATORIES N.V. | $13,005,000 | +13.6% | 188,668 | -1.7% | 0.34% | -10.7% |
| MDT | Sell | MEDTRONIC PLC | $2,950,000 | -4.1% | 32,386 | -4.2% | 0.08% | -24.3% |
| GOOGL | Sell | ALPHABET INC-CL A | $1,345,000 | +4.9% | 1,143 | -6.8% | 0.04% | -16.3% |
| ABT | Sell | ABBOTT LABORATORIES | $644,000 | -9.9% | 8,050 | -18.6% | 0.02% | -29.2% |
| VOO | Exit | VANGUARD S&P 500 ETF | $0 | – | -1,715 | -100.0% | -0.01% | – |
| XPO | Exit | XPO LOGISTICS INC | $0 | – | -975,033 | -100.0% | -1.87% | – |
| MDLZ | Exit | MONDELEZ INTERNATIONAL INC | $0 | – | -1,598,294 | -100.0% | -2.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC-CL B | 43 | Q3 2023 | 7.6% |
| AMERICAN TOWER CORP | 43 | Q3 2023 | 8.2% |
| MARKEL CORP | 43 | Q3 2023 | 6.2% |
| HONEYWELL INTERNATIONAL INC | 43 | Q3 2023 | 7.2% |
| APPLE INC | 43 | Q3 2023 | 6.7% |
| TRANSDIGM GROUP INC | 43 | Q3 2023 | 5.7% |
| JOHNSON & JOHNSON | 43 | Q3 2023 | 3.8% |
| PEPSICO INC | 43 | Q3 2023 | 4.3% |
| VISA INC-CLASS A SHARES | 43 | Q3 2023 | 3.4% |
| INTUIT INC | 42 | Q3 2023 | 5.2% |
View MAR VISTA INVESTMENT PARTNERS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-11 |
View MAR VISTA INVESTMENT PARTNERS LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.