Giverny Capital Inc. Q4 2016 Filing
Filed February 10, 2017
Portfolio Value
$591.2B
Holdings
26
Report Date
Q4 2016
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY | 662,629 | $108.0B | 18.27% | |
| 2 | —BANK OF THE OZARKS INC | 1,127,459 | $59.3B | 10.03% | |
| 3 | KMXCARMAX INC | 850,882 | $54.8B | 9.27% | |
| 4 | DISDISNEY WALT COMPANY | 410,713 | $42.8B | 7.24% | |
| 5 | LKQ1LKQ CORP | 1,296,402 | $39.7B | 6.72% | |
| 6 | AMEAMETEK INC | 790,040 | $38.4B | 6.49% | |
| 7 | MTBM & T BANK CORP | 187,545 | $29.3B | 4.96% | |
| 8 | WFCWELLS FARGO CO | 514,327 | $28.3B | 4.79% | |
| 9 | UNPUNION PACIFIC CORP | 248,853 | $25.8B | 4.36% | |
| 10 | MKLMARKEL CORP HOLDING | 28,027 | $25.4B | 4.29% | |
| 11 | VVISA INC | 311,216 | $24.3B | 4.11% | |
| 12 | ORLYO'REILLY AUTOMOTIVE | 79,950 | $22.3B | 3.77% | |
| 13 | MHKMOHAWK INDS INC | 103,781 | $20.7B | 3.51% | |
| 14 | FBINFORTUNE BRANDS HOME & SEC | 305,470 | $16.3B | 2.76% | |
| 15 | GOOGALPHABET INC | 17,458 | $13.5B | 2.28% | |
| 16 | —BUFFALO WILD WINGS INC | 76,176 | $11.8B | 1.99% | |
| 17 | SRCLSTERICYCLE INC | 102,707 | $7.9B | 1.34% | |
| 18 | HEIHEICO CORP | 112,754 | $7.7B | 1.30% | |
| 19 | —KNIGHT TRANSPORTATION INC | 215,191 | $7.1B | 1.20% | |
| 20 | GOOGLALPHABET INC | 5,983 | $4.7B | 0.80% | |
| 21 | JPMJP MORGAN CHASE & CO | 12,379 | $1.1B | 0.18% | |
| 22 | STNSTANTEC INC | 41,352 | $1.0B | 0.18% | |
| 23 | BAMBROOKFIELD ASSET MGT | 13,096 | $432.0M | 0.07% | |
| 24 | FASTFASTENAL CO | 4,077 | $192.0M | 0.03% | |
| 25 | BCPCBALCHEM CORP | 2,266 | $190.0M | 0.03% | |
| 26 | MAMASTERCARD INC | 1,504 | $155.0M | 0.03% |