Giverny Capital as of June 30, 2015
Portfolio Holdings for Giverny Capital
Giverny Capital holds 26 positions in its portfolio as reported in the June 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hath-cl B | 14.2 | $71M | 522k | 136.11 | |
| Bank Of The Ozarks | 8.0 | $40M | 877k | 45.75 | |
| Walt Disney Company (DIS) | 7.8 | $39M | 340k | 114.14 | |
| Wells Fargo & Company (WFC) | 7.1 | $36M | 635k | 56.24 | |
| CarMax (KMX) | 7.1 | $35M | 533k | 66.21 | |
| LKQ Corporation (LKQ) | 6.7 | $33M | 1.1M | 30.25 | |
| Valeant Pharmaceuticals Int | 5.3 | $27M | 120k | 222.15 | |
| M&T Bank Corporation (MTB) | 4.2 | $21M | 170k | 124.93 | |
| Visa (V) | 3.9 | $20M | 290k | 67.15 | |
| Markel Corporation (MKL) | 3.9 | $19M | 24k | 800.70 | |
| Precision Castparts | 3.7 | $19M | 92k | 199.87 | |
| O'reilly Automotive (ORLY) | 3.6 | $18M | 79k | 225.99 | |
| Union Pacific Corporation (UNP) | 3.1 | $16M | 163k | 95.37 | |
| Mohawk Industries (MHK) | 3.1 | $15M | 81k | 190.90 | |
| International Business Machines (IBM) | 3.1 | $15M | 95k | 162.66 | |
| Cabela's Incorporated | 2.3 | $12M | 233k | 49.98 | |
| Pra (PRAA) | 2.3 | $11M | 183k | 62.31 | |
| Fastenal Company (FAST) | 2.1 | $11M | 251k | 42.18 | |
| Buffalo Wild Wings | 2.1 | $11M | 67k | 156.69 | |
| Ametek | 2.1 | $11M | 191k | 54.78 | |
| Knight Transportation | 1.9 | $9.6M | 360k | 26.74 | |
| Google Inc Class C | 1.3 | $6.7M | 13k | 520.49 | |
| 0.7 | $3.4M | 6.2k | 539.96 | ||
| Stantec (STN) | 0.3 | $1.6M | 56k | 29.21 | |
| Brookfield Asset Management | 0.1 | $485k | 14k | 34.94 | |
| MasterCard Incorporated (MA) | 0.0 | $141k | 1.5k | 93.75 |
