Giverny Capital as of March 31, 2015
Portfolio Holdings for Giverny Capital
Giverny Capital holds 24 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 15.6 | $71M | 494k | 144.32 | |
| CarMax (KMX) | 7.7 | $35M | 507k | 69.01 | |
| Walt Disney Company (DIS) | 7.5 | $34M | 326k | 104.89 | |
| Wells Fargo & Company (WFC) | 7.3 | $34M | 616k | 54.40 | |
| Bank of the Ozarks | 6.9 | $31M | 848k | 36.93 | |
| Valeant Pharmaceuticals Int | 6.7 | $31M | 154k | 198.62 | |
| LKQ Corporation (LKQ) | 5.9 | $27M | 1.0M | 25.56 | |
| M&T Bank Corporation (MTB) | 4.6 | $21M | 166k | 127.00 | |
| Visa (V) | 4.1 | $19M | 286k | 65.41 | |
| Markel Corporation (MKL) | 4.0 | $18M | 24k | 768.97 | |
| O'reilly Automotive (ORLY) | 3.8 | $18M | 81k | 216.25 | |
| Precision Castparts | 3.7 | $17M | 81k | 210.00 | |
| Union Pacific Corporation (UNP) | 3.5 | $16M | 150k | 108.31 | |
| International Business Machines (IBM) | 3.2 | $15M | 93k | 160.50 | |
| Mohawk Industries (MHK) | 3.2 | $15M | 79k | 185.75 | |
| Cabela's Incorporated | 2.8 | $13M | 225k | 55.98 | |
| Buffalo Wild Wings | 2.7 | $12M | 67k | 181.23 | |
| Fastenal Company (FAST) | 2.2 | $10M | 243k | 41.44 | |
| Pra (PRAA) | 2.0 | $9.1M | 167k | 54.32 | |
| Google Inc Class C | 1.4 | $6.5M | 12k | 547.99 | |
| 0.8 | $3.5M | 6.4k | 554.62 | ||
| Stantec (STN) | 0.2 | $965k | 40k | 23.89 | |
| Brookfield Asset Management | 0.1 | $496k | 9.3k | 53.59 | |
| MasterCard Incorporated (MA) | 0.1 | $361k | 4.2k | 86.36 |
