Giverny Capital as of Dec. 31, 2016
Portfolio Holdings for Giverny Capital
Giverny Capital holds 26 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 18.3 | $108M | 663k | 162.98 | |
| Bank of the Ozarks | 10.0 | $59M | 1.1M | 52.59 | |
| CarMax (KMX) | 9.3 | $55M | 851k | 64.39 | |
| Walt Disney Company (DIS) | 7.2 | $43M | 411k | 104.22 | |
| LKQ Corporation (LKQ) | 6.7 | $40M | 1.3M | 30.65 | |
| Ametek (AME) | 6.5 | $38M | 790k | 48.60 | |
| M&T Bank Corporation (MTB) | 5.0 | $29M | 188k | 156.43 | |
| Wells Fargo & Company (WFC) | 4.8 | $28M | 514k | 55.11 | |
| Union Pacific Corporation (UNP) | 4.4 | $26M | 249k | 103.68 | |
| Markel Corporation (MKL) | 4.3 | $25M | 28k | 904.48 | |
| Visa (V) | 4.1 | $24M | 311k | 78.02 | |
| O'reilly Automotive (ORLY) | 3.8 | $22M | 80k | 278.41 | |
| Mohawk Industries (MHK) | 3.5 | $21M | 104k | 199.68 | |
| Fortune Brands (FBIN) | 2.8 | $16M | 306k | 53.46 | |
| Alphabet Inc Class C cs (GOOG) | 2.3 | $14M | 18k | 771.80 | |
| Buffalo Wild Wings | 2.0 | $12M | 76k | 154.41 | |
| Stericycle (SRCL) | 1.3 | $7.9M | 103k | 77.04 | |
| HEICO Corporation (HEI.A) | 1.3 | $7.7M | 113k | 67.90 | |
| Knight Transportation | 1.2 | $7.1M | 215k | 33.05 | |
| Alphabet Inc Class A cs (GOOGL) | 0.8 | $4.7M | 6.0k | 792.41 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.1M | 12k | 86.28 | |
| Stantec (STN) | 0.2 | $1.0M | 41k | 25.25 | |
| Brookfield Asset Management | 0.1 | $432k | 13k | 32.99 | |
| MasterCard Incorporated (MA) | 0.0 | $155k | 1.5k | 103.06 | |
| Balchem Corporation (BCPC) | 0.0 | $190k | 2.3k | 83.85 | |
| Fastenal Company (FAST) | 0.0 | $192k | 4.1k | 47.09 |
