Giverny Capital

Giverny Capital as of March 31, 2019

Portfolio Holdings for Giverny Capital

Giverny Capital holds 39 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.B) 19.2 $167M 832k 200.89
CarMax (KMX) 9.5 $83M 1.2M 69.80
Ametek (AME) 7.3 $63M 763k 82.97
Visa (V) 5.4 $47M 303k 156.19
Alphabet Inc Class C cs (GOOG) 4.6 $40M 34k 1173.32
HEICO Corporation (HEI.A) 4.6 $40M 473k 84.06
NVR (NVR) 4.3 $38M 14k 2766.97
Markel Corporation (MKL) 4.2 $36M 37k 996.25
JPMorgan Chase & Co. (JPM) 3.7 $32M 318k 101.23
Charles Schwab Corporation (SCHW) 3.6 $32M 737k 42.76
Fortune Brands (FBIN) 3.3 $28M 597k 47.61
Mohawk Industries (MHK) 3.2 $28M 222k 126.15
Facebook Inc cl a (META) 3.1 $27M 165k 166.69
Union Pacific Corporation (UNP) 3.0 $26M 157k 167.20
Edwards Lifesciences (EW) 2.7 $24M 124k 191.33
Walt Disney Company (DIS) 2.4 $21M 190k 111.03
Bank of America Corporation (BAC) 2.4 $21M 747k 27.59
Bank Ozk (OZK) 2.3 $20M 695k 28.98
M&T Bank Corporation (MTB) 2.3 $20M 126k 157.02
Littelfuse (LFUS) 2.3 $20M 109k 182.48
LKQ Corporation (LKQ) 1.4 $12M 417k 28.38
O'reilly Automotive (ORLY) 1.3 $11M 29k 388.29
Keysight Technologies (KEYS) 1.2 $10M 116k 87.20
Healthcare Services (HCSG) 1.1 $9.5M 287k 32.99
Alphabet Inc Class A cs (GOOGL) 0.8 $7.0M 6.0k 1176.84
Spdr S&p 500 Etf (SPY) 0.2 $1.5M 5.3k 282.53
Liberty Media Corp Series C Li 0.1 $920k 26k 35.05
Berkshire Hathaway (BRK.A) 0.1 $904k 3.00 301333.33
Lululemon Athletica (LULU) 0.1 $761k 4.6k 163.83
Brookfield Asset Management 0.1 $604k 13k 46.68
MasterCard Incorporated (MA) 0.1 $480k 2.0k 235.41
TJX Companies (TJX) 0.1 $497k 9.3k 53.21
Apple (AAPL) 0.1 $404k 2.1k 189.94
Roper Industries (ROP) 0.1 $426k 1.2k 342.17
Five Below (FIVE) 0.1 $447k 3.6k 124.30
Old Dominion Freight Line (ODFL) 0.0 $372k 2.6k 144.35
Fastenal Company (FAST) 0.0 $262k 4.1k 64.26
Knight Swift Transn Hldgs (KNX) 0.0 $253k 7.7k 32.67
Southwest Airlines (LUV) 0.0 $206k 4.0k 52.01