Giverny Capital Inc. Q2 2017 Filing
Filed August 4, 2017
Portfolio Value
$618.6B
Holdings
27
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY | 691,361 | $117.1B | 18.93% | |
| 2 | KMXCARMAX INC | 900,309 | $56.8B | 9.18% | |
| 3 | —BANK OF THE OZARKS INC | 1,173,272 | $55.0B | 8.89% | |
| 4 | AMEAMETEK INC | 675,716 | $40.9B | 6.62% | |
| 5 | DISDISNEY WALT COMPANY | 347,176 | $36.9B | 5.96% | |
| 6 | LKQ1LKQ CORP | 1,079,555 | $35.6B | 5.75% | |
| 7 | VVISA INC | 337,801 | $31.7B | 5.12% | |
| 8 | MKLMARKEL CORP HOLDING | 29,904 | $29.2B | 4.72% | |
| 9 | WFCWELLS FARGO CO | 523,628 | $29.0B | 4.69% | |
| 10 | UNPUNION PACIFIC CORP | 250,151 | $27.2B | 4.40% | |
| 11 | MHKMOHAWK INDS INC | 104,910 | $25.4B | 4.10% | |
| 12 | MTBM & T BANK CORP | 153,224 | $24.8B | 4.01% | |
| 13 | FWONALIBERTY MEDIA-C LIB FORM | 594,065 | $21.8B | 3.52% | |
| 14 | GOOGALPHABET INC CL-C | 22,936 | $20.8B | 3.37% | |
| 15 | FBINFORTUNE BRANDS HOME & SEC | 312,550 | $20.4B | 3.30% | |
| 16 | ORLYO'REILLY AUTOMOTIVE | 89,872 | $19.7B | 3.18% | |
| 17 | HEIHEICO CORP CLASS A | 280,875 | $17.4B | 2.82% | |
| 18 | GOOGLALPHABET INC CL-A | 5,901 | $5.5B | 0.89% | |
| 19 | JPMJP MORGAN CHASE & CO | 12,379 | $1.1B | 0.18% | |
| 20 | STNSTANTEC INC | 21,329 | $535.0M | 0.09% | |
| 21 | BAMBROOKFIELD ASSET MGT | 12,938 | $507.0M | 0.08% | |
| 22 | FIVEFIVE BELOW INC | 5,939 | $293.0M | 0.05% | |
| 23 | HN9HANESBRANDS INC | 12,264 | $284.0M | 0.05% | |
| 24 | LUVSOUTHWEST AIRLINES CO | 3,961 | $246.0M | 0.04% | |
| 25 | MAMASTERCARD INC | 1,504 | $183.0M | 0.03% | |
| 26 | FASTFASTENAL CO | 4,077 | $177.0M | 0.03% | |
| 27 | BCPCBALCHEM CORP | 2,266 | $176.0M | 0.03% |