13F-HR 1 ensemble13f.txt ENSEMBLE CAPITAL 13F 3Q 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: September 30, 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 November 12, 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: 33 Form 13F Information Table Value Total: 109470 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 ---------------------------- -------------- --------- -------- ------- --- ---- ------- -------- ------ ------ ------ ANADARKO PETE CORP COM 032511107 4912 78300 SH SOLE 78300 APPLE INC COM 037833100 7531 40630 SH SOLE 40630 BECTON DICKINSON & CO COM 075887109 3631 52060 SH SOLE 52060 BEST BUY INC COM 086516101 721 19215 SH SOLE 19215 BLACKROCK INC COM 09247X101 3046 14050 SH SOLE 14050 BRINKS HOME SEC HLDGS INC COM 109699108 2756 89505 SH SOLE 89505 CHESAPEAKE ENERGY CORP COM 165167107 304 10700 SH SOLE 10700 CHEVRON CORP NEW COM 166764100 1195 16965 SH SOLE 16965 CISCO SYS INC COM 17275R102 9525 404633 SH SOLE 404633 COSTCO WHSL CORP NEW COM 22160K105 7932 140685 SH SOLE 140685 CVS CAREMARK CORPORATION COM 126650100 11041 308920 SH SOLE 308920 DEVON ENERGY CORP NEW COM 25179M103 4331 64325 SH SOLE 64325 EMERSON ELEC CO COM 291011104 706 17610 SH SOLE 17610 ENTERPRISE PRODS PARTNERS L COM 293792107 2768 97730 SH SOLE 97730 EXXON MOBIL CORP COM 30231G102 554 8075 SH SOLE 8075 FRONTIER COMMUNICATIONS CORP COM 35906A108 1006 133400 SH SOLE 133400 GENERAL ELECTRIC CO COM 369604103 398 24215 SH SOLE 24215 INTEL CORP COM 458140100 202 10320 SH SOLE 10320 INVESCO LTD SHS G491BT108 1894 83200 SH SOLE 83200 ISHARES TR BARCLyS US AGG 464287226 2151 20500 SH SOLE 20500 JOHNSON & JOHNSON COM 478160104 275 4514 SH SOLE 4514 KIMBERLY CLARK CORP COM 494368103 484 8200 SH SOLE 8200 KKR FINANCIAL HLDGS LLC COM 48248A306 883 191041 SH SOLE 191041 MASTERCARD INC CL A 57636Q104 3923 19405 SH SOLE 19405 NETEZZA CORP COM 64111N101 3860 343440 SH SOLE 343440 NUANCE COMMUNICATIONS INC COM 67020Y100 9128 610132 SH SOLE 610132 PEPSICO INC COM 713448108 6253 106600 SH SOLE 106600 PHARMACEUTICAL PROD DEV INC COM 717124101 1309 59675 SH SOLE 59675 PLAINS ALL AMERN PIPELINE L COM 726503105 324 7000 SH SOLE 7000 PLUM CREEK TIMBER CO INC COM 729251108 5828 190200 SH SOLE 190200 SCHWAB CHARLES CORP NEW COM 808513105 9521 497165 SH SOLE 497165 VANGUARD TAX-MANAGED FD EUROPE PAC ETF 921943858 480 14000 SH SOLE 14000 WELLS FARGO & CO NEW COM 949746101 602 21350 SH SOLE 21350