$3.75 Billion is the total value of MAR VISTA INVESTMENT PARTNERS LLC's 48 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 66.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TFX | Buy | TELEFLEX INC | $125,873,000 | +10.3% | 380,109 | +0.6% | 3.35% | +11.3% |
| ST | Buy | SENSATA TECHNOLOGIES HOLDING | $83,040,000 | +9.5% | 1,694,688 | +0.6% | 2.21% | +10.6% |
| ORLY | Buy | O REILLY AUTOMOTIVE INC | $57,036,000 | -4.4% | 154,434 | +0.5% | 1.52% | -3.5% |
| AME | New | AMETEK INC | $1,289,000 | – | 14,186 | +100.0% | 0.03% | – |
| New | SWEEP CASH | $1,000 | – | 1,241 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-13
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.