Giverny Capital as of Sept. 30, 2015
Portfolio Holdings for Giverny Capital
Giverny Capital holds 26 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hath-cl B | 15.4 | $77M | 589k | 130.40 | |
| Bank Of The Ozarks | 8.1 | $40M | 922k | 43.76 | |
| CarMax (KMX) | 7.8 | $39M | 653k | 59.32 | |
| Walt Disney Company (DIS) | 7.2 | $36M | 351k | 102.20 | |
| LKQ Corporation (LKQ) | 6.5 | $32M | 1.1M | 28.36 | |
| Wells Fargo & Company (WFC) | 5.8 | $29M | 565k | 51.35 | |
| Valeant Pharmaceuticals Int | 4.5 | $22M | 125k | 178.38 | |
| M&T Bank Corporation (MTB) | 4.3 | $22M | 176k | 121.95 | |
| Union Pacific Corporation (UNP) | 4.1 | $21M | 233k | 88.41 | |
| Visa (V) | 4.1 | $20M | 293k | 69.66 | |
| Markel Corporation (MKL) | 4.0 | $20M | 25k | 801.85 | |
| O'reilly Automotive (ORLY) | 4.0 | $20M | 79k | 249.73 | |
| Ametek | 3.5 | $17M | 328k | 52.32 | |
| Mohawk Industries (MHK) | 3.0 | $15M | 83k | 181.79 | |
| Knight Transportation | 2.9 | $14M | 597k | 24.00 | |
| International Business Machines (IBM) | 2.8 | $14M | 97k | 144.97 | |
| Buffalo Wild Wings | 2.8 | $14M | 72k | 193.42 | |
| Cabela's Incorporated | 2.2 | $11M | 240k | 45.60 | |
| Pra (PRAA) | 2.0 | $10M | 193k | 52.92 | |
| Fastenal Company (FAST) | 1.9 | $9.4M | 258k | 36.61 | |
| Google Inc Class C | 1.6 | $8.0M | 13k | 608.43 | |
| 0.8 | $4.0M | 6.2k | 637.24 | ||
| Stantec (STN) | 0.2 | $1.2M | 56k | 21.90 | |
| Stericycle (SRCL) | 0.1 | $585k | 4.2k | 139.29 | |
| Brookfield Asset Management | 0.1 | $437k | 14k | 31.41 | |
| MasterCard Incorporated (MA) | 0.0 | $136k | 1.5k | 90.43 |
