13F-HR 1 ensemble13f.txt ENSEMBLE CAPITAL 13F 1Q 2009 UNITED STATES SECURITIES AND EXCHANGE COMMINSSION WASHINGTON D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2009 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 May 14, 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: 31 Form 13F Information Table Value Total: 73308 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 4669 44420 SH SOLE 44420 BANK OF AMERICA CORPORATION COM 060505104 116 17080 SH SOLE 17080 BARRICK GOLD CORP COM 067901108 211 6500 SH SOLE 6500 BECTON DICKINSON & CO COM 075887109 3433 51060 SH SOLE 51060 CHESAPEAKE ENERGY CORP COM 165167107 885 51900 SH SOLE 51900 CHEVRON CORP NEW COM 166764100 1109 16500 SH SOLE 16500 CISCO SYS INC COM 17275R102 6026 359308 SH SOLE 359308 COSTCO WHSL CORP NEW COM 22160K105 6240 134705 SH SOLE 134705 CVS CORP COM 126650100 8843 321680 SH SOLE 321680 DEVON ENERGY CORP NEW COM 25179M103 2794 62515 SH SOLE 62515 EMERSON ELEC CO COM 291011104 439 15350 SH SOLE 15350 ENTERPRISE PRODS PARTNERS L COM 293792107 1752 78730 SH SOLE 78730 EXXON MOBIL CORP COM 30231G102 475 6975 SH SOLE 6975 FRONTIER COMMUNICATIONS CORP COM 35906A108 897 124900 SH SOLE 124900 GENERAL ELECTRIC CO COM 369604103 243 23990 SH SOLE 23990 ISHARES TR RUSSELL 3000 464287689 918 20000 SH SOLE 20000 ISHARES TR LEHMAN AGG BND 464287226 2080 20500 SH SOLE 20500 KAYNE ANDERSON ENERGY DEV CO COM 48660Q102 112 12000 SH SOLE 12000 KKR FINL CORP COM 48248A306 305 346781 SH SOLE 346781 MASTERCARD INC COM 57636Q104 1775 10600 SH SOLE 10600 NATUS MEDICAL INC DEL COM 639050103 822 96600 SH SOLE 96600 NETEZZA CORP COM 64111N101 2203 322991 SH SOLE 322991 NUANCE COMMUNICATIONS INC COM 67020Y100 6568 605932 SH SOLE 605932 ORACLE CORP COM 68389X105 1870 103475 SH SOLE 103475 PEPSICO INC COM 713448108 2902 56375 SH SOLE 56375 PHARMACEUTICAL PROD DEV INC COM 717124101 782 32975 SH SOLE 32975 PLUM CREEK TIMBER CO INC COM 729251108 5640 194000 SH SOLE 194000 ROCKWELL COLLINS INC COM 774341101 226 6935 SH SOLE 6935 SCHWAB CHARLES CORP NEW COM 808513105 7734 498965 SH SOLE 498965 STARBUCKS CORP COM 855244109 449 40450 SH SOLE 40450 WELLS FARGO & CO COM 949746101 790 55450 SH SOLE 55450