Giverny Capital

Giverny Capital as of Sept. 30, 2017

Portfolio Holdings for Giverny Capital

Giverny Capital holds 31 positions in its portfolio as reported in the September 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.B) 18.9 $130M 708k 183.32
CarMax (KMX) 10.4 $71M 935k 75.81
Bank of the Ozarks 8.6 $59M 1.2M 48.05
Ametek (AME) 6.6 $46M 688k 66.04
LKQ Corporation (LKQ) 5.8 $40M 1.1M 35.99
Visa (V) 5.2 $36M 339k 105.24
Walt Disney Company (DIS) 5.1 $35M 352k 98.57
Markel Corporation (MKL) 4.8 $33M 31k 1067.96
Union Pacific Corporation (UNP) 4.6 $31M 270k 115.97
Wells Fargo & Company (WFC) 4.3 $29M 532k 55.15
Mohawk Industries (MHK) 3.9 $26M 107k 247.51
M&T Bank Corporation (MTB) 3.7 $25M 156k 161.04
Liberty Media Corp Series C Li 3.5 $24M 637k 38.09
Alphabet Inc Class C cs (GOOG) 3.4 $23M 24k 959.13
HEICO Corporation (HEI.A) 3.4 $23M 302k 76.20
Fortune Brands (FBIN) 3.1 $21M 317k 67.23
O'reilly Automotive (ORLY) 2.9 $20M 93k 215.37
Alphabet Inc Class A cs (GOOGL) 0.9 $5.9M 6.0k 973.76
JPMorgan Chase & Co. (JPM) 0.2 $1.4M 15k 95.48
Spdr S&p 500 Etf (SPY) 0.2 $1.3M 5.3k 251.31
Berkshire Hathaway (BRK.A) 0.1 $824k 3.00 274666.67
Stantec (STN) 0.1 $595k 22k 27.73
Five Below (FIVE) 0.1 $604k 11k 54.86
Brookfield Asset Management 0.1 $534k 13k 41.27
MasterCard Incorporated (MA) 0.1 $452k 3.2k 141.07
TJX Companies (TJX) 0.1 $309k 4.2k 73.62
Hanesbrands (HBI) 0.0 $302k 12k 24.62
Lululemon Athletica (LULU) 0.0 $286k 4.6k 62.17
Balchem Corporation (BCPC) 0.0 $184k 2.3k 81.20
Fastenal Company (FAST) 0.0 $186k 4.1k 45.62
Southwest Airlines (LUV) 0.0 $222k 4.0k 56.05