Giverny Capital as of Dec. 31, 2015
Portfolio Holdings for Giverny Capital
Giverny Capital holds 25 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hath-cl B | 15.9 | $80M | 605k | 132.04 | |
| Bank Of The Ozarks | 9.1 | $46M | 923k | 49.46 | |
| Walt Disney Company (DIS) | 7.5 | $38M | 357k | 105.08 | |
| CarMax (KMX) | 7.3 | $37M | 681k | 53.97 | |
| LKQ Corporation (LKQ) | 7.0 | $35M | 1.2M | 29.63 | |
| Wells Fargo & Company (WFC) | 6.2 | $31M | 577k | 54.36 | |
| Visa (V) | 4.6 | $23M | 295k | 77.55 | |
| Markel Corporation (MKL) | 4.5 | $22M | 25k | 883.37 | |
| M&T Bank Corporation (MTB) | 4.3 | $22M | 178k | 121.18 | |
| O'reilly Automotive (ORLY) | 4.0 | $20M | 79k | 253.41 | |
| Ametek | 3.7 | $19M | 350k | 53.59 | |
| Union Pacific Corporation (UNP) | 3.7 | $18M | 235k | 78.20 | |
| Mohawk Industries (MHK) | 3.2 | $16M | 85k | 189.39 | |
| Knight Transportation | 3.0 | $15M | 623k | 24.23 | |
| International Business Machines (IBM) | 2.6 | $13M | 96k | 137.62 | |
| Valeant Pharmaceuticals Int | 2.6 | $13M | 128k | 101.65 | |
| Buffalo Wild Wings | 2.3 | $12M | 72k | 159.65 | |
| Fastenal Company (FAST) | 2.1 | $11M | 258k | 40.82 | |
| Google Inc Class C | 2.0 | $10M | 13k | 758.91 | |
| Stericycle (SRCL) | 1.9 | $9.4M | 78k | 120.60 | |
| Pra (PRAA) | 1.3 | $6.7M | 194k | 34.69 | |
| 1.0 | $4.8M | 6.2k | 778.05 | ||
| Stantec (STN) | 0.3 | $1.4M | 56k | 24.79 | |
| Brookfield Asset Management | 0.1 | $439k | 14k | 31.55 | |
| MasterCard Incorporated (MA) | 0.0 | $146k | 1.5k | 97.07 |
