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 |
