13F-HR 1 ensemble13f.txt ENSEMBLE CAPITAL 13F 3Q07 UNITED STATES SECURITIES AND EXCHANGE COMMINSSION WASHINGTON D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: September 30, 2007 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: 028-12081 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 October 23, 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: 44 Form 13F Information Table Value Total: 131,780 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 ---------------------------- -------------- --------- -------- ------- --- ---- ------- -------- ------ ------ ------ AMERICAN EXPRESS CO COM 025816109 6408 107935 SH SOLE 107935 BANK OF AMERICA CORPORATION COM 060505104 2128 42332 SH SOLE 42332 BEST BUY INC COM 086516101 1437 31220 SH SOLE 31220 BURLINGTON NORTHN SANTA FE C COM 12189T104 244 3000 SH SOLE 3000 CATERPILLAR INC DEL COM 149123101 871 11100 SH SOLE 11100 CHESAPEAKE ENERGY CORP COM 165167107 1044 29600 SH SOLE 29600 CHEVRON CORP NEW COM 166764100 3334 35624 SH SOLE 35624 CISCO SYS INC COM 17275R102 11102 335118 SH SOLE 335118 CITIZENS COMMUNICATIONS CO COM 17453B101 2346 163825 SH SOLE 163825 COLGATE PALMOLIVE CO COM 194162103 228 3200 SH SOLE 3200 COMCAST CORP NEW CL A 20030N101 5503 227575 SH SOLE 227575 CONOCOPHILLIPS COM 20825C104 978 11138 SH SOLE 11138 COSTCO WHSL CORP NEW COM 22160K105 6206 101130 SH SOLE 101130 CVS CORP COM 126650100 12106 305485 SH SOLE 305485 DEVON ENERGY CORP NEW COM 25179M103 4399 52875 SH SOLE 52875 ENTERPRISE PRODS PARTNERS L COM 293792107 2172 71790 SH SOLE 71790 EXXON MOBIL CORP COM 30231G102 514 5550 SH SOLE 5550 GENERAL ELECTRIC CO COM 369604103 6962 168174 SH SOLE 168174 HARMONIC INC COM 413160102 456 43000 SH SOLE 43000 HONEYWELL INTL INC COM 438516106 416 7000 SH SOLE 7000 INFORMATICA CORP COM 45666Q102 612 39000 SH SOLE 39000 INVESCO PLC SPONSORED ADR 46127U104 2842 104125 SH SOLE 104125 IXIA COM 45071R109 174 20000 SH SOLE 20000 JOHNSON & JOHNSON COM 478160104 500 7614 SH SOLE 7614 KAYNE ANDERSON ENERGY DEV CO COM 48660Q102 270 10600 SH SOLE 10600 KKR FINL CORP COM 482476306 11247 667501 SH SOLE 667507 LAWSON SOFTWARE INC COM 52078P102 497 49700 SH SOLE 49700 LEXICON GENETICS INC COM 528872104 118 34250 SH SOLE 34250 MICROSOFT CORP COM 594918104 316 10720 SH SOLE 10720 NATUS MEDICAL INC DEL COM 639050103 376 23600 SH SOLE 23600 NUANCE COMMUNICATIONS INC COM 67020Y100 10324 534626 SH SOLE 534626 ORACLE CORP COM 68389X105 5780 266975 SH SOLE 266975 PEPSICO INC COM 713448108 1478 20180 SH SOLE 20180 PFIZER INC COM 717081103 268 10954 SH SOLE 10954 PHARMACEUTICAL PROD DEV INC COM 717124101 1680 47400 SH SOLE 47400 PLUM CREEK TIMBER CO INC COM 729251108 1589 35510 SH SOLE 35510 PROCTER & GAMBLE CO COM 742718109 256 3642 SH SOLE 3642 ROCKWELL AUTOMATION INC COM 773903109 2770 39851 SH SOLE 39851 SCHWAB CHARLES CORP NEW COM 808513105 10240 474085 SH SOLE 474085 SCIENTIFIC GAMES CORP CL A 80874P109 4209 111950 SH SOLE 111950 STAPLES INC COM 855030102 644 29960 SH SOLE 29960 SUN MICROSYSTEMS INC COM 866810104 56 10000 SH SOLE 10000 UNITED TECHNOLOGIES CORP COM 913017109 3892 48355 SH SOLE 48355 WELLS FARGO & CO COM 949746101 2788 78280 SH SOLE 78280