Portfolio (Quarterly)
Guide ↗
MAR VISTA INVESTMENT PARTNERS LLC
· CIK 0001419999| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | — | STANDARDAERO INC | — | 427,847.0 | $12.8M | 1.27% | NEW | — | $29.91 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
41.8%
Industrials
13.4%
Healthcare
12.2%
Communication Services
9.9%
Financial Services
8.7%
Basic Materials
4.8%
Consumer Cyclical
4.6%
Utilities
3.2%
Real Estate
1.4%