Giverny Capital as of March 31, 2016
Portfolio Holdings for Giverny Capital
Giverny Capital holds 24 positions in its portfolio as reported in the March 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hath-cl B | 17.6 | $89M | 629k | 141.88 | |
| Bank Of The Ozarks | 8.8 | $45M | 1.1M | 41.97 | |
| CarMax (KMX) | 8.3 | $42M | 825k | 51.10 | |
| LKQ Corporation (LKQ) | 7.7 | $39M | 1.2M | 31.93 | |
| Ametek | 7.5 | $38M | 765k | 49.98 | |
| Walt Disney Company (DIS) | 7.4 | $38M | 381k | 99.31 | |
| Wells Fargo & Company (WFC) | 4.6 | $24M | 486k | 48.36 | |
| Visa (V) | 4.5 | $23M | 302k | 76.48 | |
| Markel Corporation (MKL) | 4.5 | $23M | 26k | 891.56 | |
| O'reilly Automotive (ORLY) | 4.2 | $21M | 78k | 273.66 | |
| M&T Bank Corporation (MTB) | 4.1 | $21M | 186k | 111.00 | |
| Union Pacific Corporation (UNP) | 3.9 | $20M | 250k | 79.55 | |
| Mohawk Industries (MHK) | 3.5 | $18M | 93k | 190.90 | |
| Knight Transportation | 3.3 | $17M | 640k | 26.15 | |
| Stericycle (SRCL) | 2.5 | $13M | 101k | 126.19 | |
| Buffalo Wild Wings | 2.2 | $11M | 75k | 148.11 | |
| Fortune Brands (FBIN) | 2.0 | $10M | 184k | 56.04 | |
| Google Inc Class C | 2.0 | $10M | 14k | 744.98 | |
| 0.9 | $4.7M | 6.1k | 762.95 | ||
| Stantec (STN) | 0.3 | $1.4M | 56k | 25.36 | |
| Brookfield Asset Management | 0.1 | $484k | 14k | 34.79 | |
| Fastenal Company (FAST) | 0.0 | $200k | 4.1k | 49.06 | |
| MasterCard Incorporated (MA) | 0.0 | $142k | 1.5k | 94.41 | |
| Balchem Corp Com Stk | 0.0 | $141k | 2.3k | 62.22 |
