13F-HR 1 ensemble13f.txt ENSEMBLE CAPITAL 13F 4Q 2008 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, 2008 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 February 9, 2009 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: 37 Form 13F Information Table Value Total: 81,360 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 ---------------------------- -------------- --------- -------- ------- --- ---- ------- -------- ------ ------ ------ APPLE INC COM 037833100 1704 19970 SH SOLE 19970 BANK OF AMERICA CORPORATION COM 060505104 296 21030 SH SOLE 21030 BECTON DICKINSON & CO COM 075887109 3056 44685 SH SOLE 44685 BEST BUY INC COM 086516101 454 16145 SH SOLE 16145 CHESAPEAKE ENERGY CORP COM 165167107 2169 134150 SH SOLE 134150 CHEVRON CORP NEW COM 166764100 1302 17600 SH SOLE 17600 CISCO SYS INC COM 17275R102 5626 345158 SH SOLE 345158 CONOCOPHILLIPS COM 20825C104 425 8196 SH SOLE 8196 COSTCO WHSL CORP NEW COM 22160K105 5392 102705 SH SOLE 102705 CVS CORP COM 126650100 9553 332405 SH SOLE 332405 DEVON ENERGY CORP NEW COM 25179M103 4033 61375 SH SOLE 61375 ECHELON CORP COM 27874N105 186 22877 SH SOLE 22877 EMERSON ELEC CO COM 291011104 495 13525 SH SOLE 13525 ENTERPRISE PRODS PARTNERS L COM 293792107 1529 73750 SH SOLE 73750 EXXON MOBIL CORP COM 30231G102 329 4125 SH SOLE 4125 FRONTIER COMMUNICATIONS CORP COM 35906A108 1240 141900 SH SOLE 141900 GENERAL ELECTRIC CO COM 369604103 443 27361 SH SOLE 27361 ISHARES TR IBOXX INV CPBD 464287242 404 3974 SH SOLE 3974 ISHARES TR MSCI EAFE IDX 464287465 758 16900 SH SOLE 16900 ISHARES TR MSCI EMERG MKT 464287234 387 15500 SH SOLE 15500 ISHARES TR RUSSELL 3000 464287689 2241 43100 SH SOLE 43100 ISHARES TR LEHMAN AGG BND 464287226 2136 20500 SH SOLE 20500 KAYNE ANDERSON ENERGY DEV CO COM 48660Q102 90 12000 SH SOLE 12000 KKR FINL CORP COM 48248A306 636 402361 SH SOLE 402361 MASTERCARD INC COM 57636Q104 858 6000 SH SOLE 6000 NATUS MEDICAL INC DEL COM 639050103 1550 119700 SH SOLE 119700 NETEZZA CORP COM 64111N101 1813 283791 SH SOLE 283791 NUANCE COMMUNICATIONS INC COM 67020Y100 6176 596127 SH SOLE 596127 ORACLE CORP COM 68389X105 4214 237675 SH SOLE 237675 PEPSICO INC COM 713448108 3481 63550 SH SOLE 63550 PHARMACEUTICAL PROD DEV INC COM 717124101 552 19025 SH SOLE 19025 PLUM CREEK TIMBER CO INC COM 729251108 4396 126550 SH SOLE 126550 ROCKWELL COLLINS INC COM 774341101 2337 59785 SH SOLE 59785 SCHWAB CHARLES CORP NEW COM 808513105 7502 463965 SH SOLE 463965 STAPLES INC COM 855030102 798 44550 SH SOLE 44550 UNITED TECHNOLOGIES CORP COM 913017109 1345 25090 SH SOLE 25090 WELLS FARGO & CO COM 949746101 1454 49320 SH SOLE 49320