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  Name: ENSEMBLE CAPITAL MANAGEMENT LLC
  City: BURLINGAME
  State: CA
  Zip: 94010
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $1,123,330,000
  Total Value Change : $155,349,000
  Securities Held Change : -2
   
All Securities Held : 23
  New Positions : 0
  Closed Positions : 2
  Increased Positions : 13
  Unchanged Positions : 2
  Decreased Positions : 8

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Holdings Found : 13     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (BKNG)1 Year Chart         BKNG Booking Holdings Inc 1 - $3,472.91 $96,548,000 27,218 8.59% 13,984,000 446 0.055    Internet Software & S...
   (MA)1 Year Chart         MA MasterCard Inc A 4 - $441.10 $87,196,000 204,441 7.76% 8,333,000 5,248 0.021    Business Services
   (HD)1 Year Chart         HD Home Depot Inc 5 - $335.53 $84,620,000 244,178 7.53% 19,181,000 27,607 0.023    Home Improvement Stores
   (BR)1 Year Chart         BR Broadridge Financial Soluti... 6 - $195.35 $70,866,000 344,430 6.31% 11,324,000 11,886 0.298    Business Services
   (NVR)1 Year Chart         NVR NVR Inc 8 - $7,479.01 $59,392,000 8,484 5.29% 12,837,000 677 0.196    Residential Construct...
   (ADI)1 Year Chart         ADI Analog Devices Inc 10 - $196.49 $56,641,000 285,259 5.04% 16,836,000 57,920 0.053    Semiconductor- Broad...
   (FAF)1 Year Chart         FAF First American Financial Co... 11 - $54.09 $50,734,000 787,302 4.52% 8,205,000 34,442 0.705    Surety & Title Insurance
   (PAYX)1 Year Chart         PAYX Paychex Inc 13 - $118.45 $44,068,000 369,977 3.92% 2,815,000 12,278 0.103    Staffing & Outsourcin...
   (MASI)1 Year Chart         MASI Masimo Corp 14 - $136.25 $43,623,000 372,178 3.88% 11,353,000 4,138 0.676    Medical Appliances & ...
   (ILMN)1 Year Chart         ILMN Illumina Inc 17 - $123.99 $35,157,000 252,491 3.13% 609,000 831 0.173    Scientific & Technica...
   (LSTR)1 Year Chart         LSTR Landstar System Inc 18 - $177.00 $30,799,000 159,044 2.74% 6,019,000 18,999 0.381    Trucking
   (PRM)1 Year Chart         PRM Perimeter Solutions, Sa 19 - $7.09 $17,683,000 3,844,206 1.57% 516,000 62,908 2.446    N/A
   (IEX)1 Year Chart         IEX Idex Corp 20 - $220.63 $16,452,000 75,778 1.46% 2,904,000 10,650 0.1    Diversified Machinery
      13 Records Found
  1    
Page 1 of 1
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