Giverny Capital as of March 31, 2017
Portfolio Holdings for Giverny Capital
Giverny Capital holds 26 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 18.7 | $113M | 676k | 166.68 | |
| Bank of the Ozarks | 9.7 | $58M | 1.1M | 52.01 | |
| CarMax (KMX) | 8.5 | $51M | 868k | 59.22 | |
| Walt Disney Company (DIS) | 7.7 | $47M | 410k | 113.39 | |
| Ametek (AME) | 7.0 | $42M | 784k | 54.08 | |
| LKQ Corporation (LKQ) | 6.4 | $39M | 1.3M | 29.27 | |
| Visa (V) | 4.9 | $30M | 334k | 88.87 | |
| Markel Corporation (MKL) | 4.8 | $29M | 30k | 975.85 | |
| Wells Fargo & Company (WFC) | 4.8 | $29M | 517k | 55.66 | |
| M&T Bank Corporation (MTB) | 4.7 | $29M | 185k | 154.73 | |
| Union Pacific Corporation (UNP) | 4.3 | $26M | 246k | 105.92 | |
| Mohawk Industries (MHK) | 4.1 | $25M | 107k | 229.49 | |
| O'reilly Automotive (ORLY) | 3.8 | $23M | 86k | 269.84 | |
| Fortune Brands (FBIN) | 3.1 | $19M | 310k | 60.85 | |
| Alphabet Inc Class C cs (GOOG) | 3.1 | $19M | 23k | 829.54 | |
| HEICO Corporation (HEI.A) | 2.6 | $16M | 212k | 75.00 | |
| Alphabet Inc Class A cs (GOOGL) | 0.8 | $5.0M | 5.9k | 847.80 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.1M | 12k | 87.81 | |
| Stantec (STN) | 0.2 | $1.1M | 41k | 25.90 | |
| Brookfield Asset Management | 0.1 | $477k | 13k | 36.42 | |
| Hanesbrands (HBI) | 0.0 | $255k | 12k | 20.79 | |
| Southwest Airlines (LUV) | 0.0 | $213k | 4.0k | 53.77 | |
| Five Below (FIVE) | 0.0 | $257k | 5.9k | 43.27 | |
| MasterCard Incorporated (MA) | 0.0 | $169k | 1.5k | 112.37 | |
| Balchem Corporation (BCPC) | 0.0 | $187k | 2.3k | 82.52 | |
| Fastenal Company (FAST) | 0.0 | $210k | 4.1k | 51.51 |
