13F-HR 1 ensemble13f.txt ENSEMBLE CAPITAL 4Q06 13F FILING UNITED STATES SECURITIES AND EXCHANGE COMMINSSION WASHINGTON D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: December 31, 2006 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one): [ ] is a restatement [ ] adds new holdings entries Institutional Investment Manager Filing this Report: Name: Ensemble Capital Management, LLC Address: 1350 Bayshore Highway, Suite 550 Burlingame, CA 94010 13F File Number: 28- The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this submission. Person Signing this Report on Behalf of Reporting Manager: Name: Sean Stannard-Stockton Title: Principal Phone: 650-696-1240 Signature, Place, and Date of Signing: Sean Stannard-Stockton Burlingame, CA January 22, 2007 Report Type (Check only one): [X] 13F HOLDINGS REPORT [ ] 13F NOTICE [ ] 13F COMBINATION REPORT List of Other Managers Reporting for this Manager: NONE FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 49 Form 13F Information Table Value Total: 112,934 List of Other Included Managers: No. 13F File Number Name None FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY Name of Issuer Title of Class CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ---------------------------- -------------- --------- -------- ------- --- ---- ------- -------- ------ ------ ------ AMGEN INC COM 031162100 1981 29000 SH SOLE 29000 BANK OF AMERICA CORPORATION COM 060505104 2353 44080 SH SOLE 44080 BEST BUY INC COM 086516101 2567 52180 SH SOLE 52180 BURLINGTON NORTHN SANTA FE C COM 12189T104 221 3000 SH SOLE 3000 CATERPILLAR INC DEL COM 149123101 681 11100 SH SOLE 11100 CHECKFREE CORP NEW COM 162813109 1438 35795 SH SOLE 35795 CHESAPEAKE ENERGY CORP COM 165167107 2089 71900 SH SOLE 71900 CHEVRON CORP NEW COM 166764100 2553 34720 SH SOLE 34720 CISCO SYS INC COM 17275R102 5346 195598 SH SOLE 195598 CITIZENS COMMUNICATIONS CO COM 17453B101 4237 294875 SH SOLE 294875 COLGATE PALMOLIVE CO COM 194162103 209 3200 SH SOLE 3200 CONOCOPHILLIPS COM 20825C104 1020 14178 SH SOLE 14178 COSTCO WHSL CORP NEW COM 22160K105 4366 82580 SH SOLE 82580 CVS CORP COM 126650100 7405 239575 SH SOLE 239575 CYTYC CORP COM 232946103 1133 40050 SH SOLE 40050 DEVON ENERGY CORP NEW COM 25179M103 1261 18800 SH SOLE 18800 DOUGLAS EMMETT INC COM 25960P109 1034 38900 SH SOLE 38900 ENTERPRISE PRODS PARTNERS L COM 293792107 2101 72490 SH SOLE 72490 EQUITY OFFICE PROPERTIES TRU COM 294741103 299 6200 SH SOLE 6200 EXXON MOBIL CORP COM 30231G102 324 4226 SH SOLE 4226 GENERAL ELECTRIC CO COM 369604103 5162 138728 SH SOLE 138728 HARRAHS ENTMT INC COM 413619107 744 9000 SH SOLE 9000 HONEYWELL INTL INC COM 438516106 317 7000 SH SOLE 7000 HYPERION SOLUTIONS CORP COM 44914M104 3422 95220 SH SOLE 95220 INTEL CORP COM 458140100 330 16320 SH SOLE 16320 ISHARES TR S&P SMLCAP 600 464287804 733 11111 SH SOLE 11111 ISHARES TR MSCI EAFE IDX 464287465 816 11145 SH SOLE 11145 ISHARES TR S&P 500 INDEX 464287200 1358 9564 SH SOLE 9564 ISHARES TR RUSL 2000 VALU 464287630 1899 22959 SH SOLE 22959 ISHARES TR MSCI EMERG MKT 464287234 1954 17118 SH SOLE 17118 ISTAR FINL INC COM 45031U101 680 14230 SH SOLE 14230 JOHNSON & JOHNSON COM 478160104 381 5764 SH SOLE 5764 JP MORGAN CHASE & CO COM 46625H100 580 12000 SH SOLE 12000 KINDER MORGAN INC KANS COM 49455P101 212 2000 SH SOLE 2000 KKR FINL CORP COM 482476306 8671 323660 SH SOLE 323660 LEXICON GENETICS INC COM 528872104 47 13100 SH SOLE 13100 MICROSOFT CORP COM 594918104 332 11120 SH SOLE 11120 NUANCE COMMUNICATIONS INC COM 67020Y100 6498 567001 SH SOLE 567001 PEPSICO INC COM 713448108 1259 20130 SH SOLE 20130 PFIZER INC COM 717081103 284 10954 SH SOLE 10954 PLUM CREEK TIMBER CO INC COM 729251108 1415 35510 SH SOLE 35510 PROCTER & GAMBLE CO COM 742718109 234 3642 SH SOLE 3642 ROCKWELL AUTOMATION INC COM 773903109 8135 133186 SH SOLE 133186 SCHWAB CHARLES CORP NEW COM 808513105 6444 333195 SH SOLE 333195 SCIENTIFIC GAMES CORP CL A 80874P109 4473 147975 SH SOLE 147975 STAPLES INC COM 855030102 6464 242100 SH SOLE 242100 TEXAS INSTRS INC COM 882508104 261 9050 SH SOLE 9050 UNITED TECHNOLOGIES CORP COM 913017109 1904 30450 SH SOLE 30450 WELLS FARGO & CO COM 949746101 5307 149230 SH SOLE 149230