Giverny Capital as of June 30, 2019
Portfolio Holdings for Giverny Capital
Giverny Capital holds 39 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 18.6 | $184M | 864k | 213.17 | |
| CarMax (KMX) | 10.7 | $106M | 1.2M | 86.83 | |
| Ametek (AME) | 7.3 | $72M | 793k | 90.84 | |
| Visa (V) | 5.4 | $54M | 310k | 173.55 | |
| HEICO Corporation (HEI.A) | 5.1 | $50M | 486k | 103.37 | |
| NVR (NVR) | 4.9 | $48M | 14k | 3370.25 | |
| Markel Corporation (MKL) | 4.2 | $41M | 38k | 1089.59 | |
| Alphabet Inc Class C cs (GOOG) | 3.8 | $38M | 35k | 1080.92 | |
| JPMorgan Chase & Co. (JPM) | 3.8 | $37M | 334k | 111.80 | |
| Charles Schwab Corporation (SCHW) | 3.8 | $37M | 928k | 40.19 | |
| Fortune Brands (FBIN) | 3.6 | $35M | 619k | 57.13 | |
| Facebook Inc cl a (META) | 3.4 | $33M | 173k | 193.00 | |
| Walt Disney Company (DIS) | 2.8 | $28M | 197k | 139.64 | |
| Union Pacific Corporation (UNP) | 2.7 | $27M | 159k | 169.11 | |
| Bank of America Corporation (BAC) | 2.6 | $26M | 881k | 29.00 | |
| Keysight Technologies (KEYS) | 2.6 | $26M | 284k | 89.81 | |
| Mohawk Industries (MHK) | 2.5 | $25M | 168k | 147.47 | |
| Edwards Lifesciences (EW) | 2.4 | $24M | 127k | 184.74 | |
| M&T Bank Corporation (MTB) | 2.3 | $23M | 136k | 170.07 | |
| Bank Ozk (OZK) | 2.2 | $22M | 731k | 30.09 | |
| Littelfuse (LFUS) | 2.0 | $20M | 114k | 176.91 | |
| O'reilly Automotive (ORLY) | 1.0 | $10M | 27k | 369.31 | |
| Healthcare Services (HCSG) | 1.0 | $9.5M | 314k | 30.32 | |
| Alphabet Inc Class A cs (GOOGL) | 0.6 | $6.3M | 5.9k | 1082.72 | |
| Spdr S&p 500 Etf (SPY) | 0.2 | $1.6M | 5.3k | 292.92 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $955k | 3.00 | 318333.33 | |
| Lululemon Athletica (LULU) | 0.1 | $837k | 4.6k | 180.19 | |
| Brookfield Asset Management | 0.1 | $618k | 13k | 47.77 | |
| MasterCard Incorporated (MA) | 0.1 | $539k | 2.0k | 264.35 | |
| TJX Companies (TJX) | 0.1 | $494k | 9.3k | 52.89 | |
| Roper Industries (ROP) | 0.1 | $456k | 1.2k | 366.27 | |
| Apple (AAPL) | 0.0 | $421k | 2.1k | 197.93 | |
| Old Dominion Freight Line (ODFL) | 0.0 | $405k | 2.7k | 149.34 | |
| Five Below (FIVE) | 0.0 | $432k | 3.6k | 120.13 | |
| Liberty Media Corp Series C Li | 0.0 | $398k | 11k | 37.44 | |
| Fastenal Company (FAST) | 0.0 | $266k | 8.2k | 32.62 | |
| Knight Swift Transn Hldgs (KNX) | 0.0 | $264k | 8.0k | 32.81 | |
| Southwest Airlines (LUV) | 0.0 | $220k | 4.3k | 50.76 | |
| LKQ Corporation (LKQ) | 0.0 | $6.0k | 220.00 | 27.27 |
