Giverny Capital as of Dec. 31, 2017
Portfolio Holdings for Giverny Capital
Giverny Capital holds 35 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 19.5 | $142M | 716k | 198.22 | |
| CarMax (KMX) | 9.1 | $66M | 1.0M | 64.13 | |
| Bank of the Ozarks | 8.1 | $59M | 1.2M | 48.45 | |
| Ametek (AME) | 6.8 | $50M | 683k | 72.47 | |
| Visa (V) | 5.2 | $38M | 335k | 114.02 | |
| LKQ Corporation (LKQ) | 5.1 | $37M | 917k | 40.67 | |
| Union Pacific Corporation (UNP) | 4.9 | $36M | 268k | 134.10 | |
| Markel Corporation (MKL) | 4.8 | $35M | 31k | 1139.13 | |
| Alphabet Inc Class C cs (GOOG) | 4.0 | $29M | 28k | 1046.42 | |
| Walt Disney Company (DIS) | 3.9 | $29M | 267k | 107.51 | |
| Mohawk Industries (MHK) | 3.9 | $29M | 104k | 275.90 | |
| HEICO Corporation (HEI.A) | 3.2 | $23M | 294k | 79.05 | |
| O'reilly Automotive (ORLY) | 3.1 | $22M | 93k | 240.54 | |
| Liberty Media Corp Series C Li | 3.0 | $22M | 638k | 34.16 | |
| Fortune Brands (FBIN) | 2.9 | $21M | 308k | 68.44 | |
| Wells Fargo & Company (WFC) | 2.8 | $20M | 334k | 60.67 | |
| Credit Acceptance (CACC) | 2.6 | $19M | 59k | 323.48 | |
| M&T Bank Corporation (MTB) | 2.6 | $19M | 111k | 170.99 | |
| Edwards Lifesciences (EW) | 2.5 | $18M | 162k | 112.71 | |
| Alphabet Inc Class A cs (GOOGL) | 0.8 | $6.1M | 5.8k | 1053.32 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.6M | 15k | 106.93 | |
| Spdr S&p 500 Etf (SPY) | 0.2 | $1.4M | 5.3k | 266.84 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $893k | 3.00 | 297666.67 | |
| Five Below (FIVE) | 0.1 | $730k | 11k | 66.31 | |
| Brookfield Asset Management | 0.1 | $563k | 13k | 43.52 | |
| Stantec (STN) | 0.1 | $596k | 21k | 27.94 | |
| MasterCard Incorporated (MA) | 0.1 | $485k | 3.2k | 151.37 | |
| Lululemon Athletica (LULU) | 0.1 | $362k | 4.6k | 78.70 | |
| Hanesbrands (HBI) | 0.0 | $256k | 12k | 20.87 | |
| Littelfuse (LFUS) | 0.0 | $301k | 1.5k | 197.64 | |
| Southwest Airlines (LUV) | 0.0 | $259k | 4.0k | 65.39 | |
| Ryanair Holdings (RYAAY) | 0.0 | $260k | 2.5k | 104.00 | |
| Balchem Corporation (BCPC) | 0.0 | $183k | 2.3k | 80.76 | |
| Fastenal Company (FAST) | 0.0 | $223k | 4.1k | 54.70 | |
| TJX Companies (TJX) | 0.0 | $164k | 2.1k | 76.60 |
