Giverny Capital Inc. Q1 2017 Filing
Filed May 11, 2017
Portfolio Value
$602.1B
Holdings
26
Report Date
Q1 2017
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY | 676,049 | $112.7B | 18.71% | |
| 2 | —BANK OF THE OZARKS INC | 1,121,087 | $58.3B | 9.68% | |
| 3 | KMXCARMAX INC | 867,620 | $51.4B | 8.53% | |
| 4 | DISDISNEY WALT COMPANY | 409,753 | $46.5B | 7.72% | |
| 5 | AMEAMETEK INC | 783,955 | $42.4B | 7.04% | |
| 6 | LKQ1LKQ CORP | 1,323,809 | $38.7B | 6.44% | |
| 7 | VVISA INC | 334,301 | $29.7B | 4.93% | |
| 8 | MKLMARKEL CORP HOLDING | 29,569 | $28.9B | 4.79% | |
| 9 | WFCWELLS FARGO CO | 517,016 | $28.8B | 4.78% | |
| 10 | MTBM & T BANK CORP | 184,461 | $28.5B | 4.74% | |
| 11 | UNPUNION PACIFIC CORP | 246,348 | $26.1B | 4.33% | |
| 12 | MHKMOHAWK INDS INC | 106,931 | $24.5B | 4.08% | |
| 13 | ORLYO'REILLY AUTOMOTIVE | 85,552 | $23.1B | 3.83% | |
| 14 | FBINFORTUNE BRANDS HOME & SEC | 310,343 | $18.9B | 3.14% | |
| 15 | GOOGALPHABET INC CL-C | 22,692 | $18.8B | 3.13% | |
| 16 | HEIHEICO CORP | 211,683 | $15.9B | 2.64% | |
| 17 | GOOGLALPHABET INC CL-A | 5,933 | $5.0B | 0.84% | |
| 18 | JPMJP MORGAN CHASE & CO | 12,379 | $1.1B | 0.18% | |
| 19 | STNSTANTEC INC | 41,352 | $1.1B | 0.18% | |
| 20 | BAMBROOKFIELD ASSET MGT | 13,096 | $477.0M | 0.08% | |
| 21 | FIVEFIVE BELOW INC | 5,939 | $257.0M | 0.04% | |
| 22 | HN9HANESBRANDS INC | 12,264 | $255.0M | 0.04% | |
| 23 | LUVSOUTHWEST AIRLINES CO | 3,961 | $213.0M | 0.04% | |
| 24 | FASTFASTENAL CO | 4,077 | $210.0M | 0.03% | |
| 25 | BCPCBALCHEM CORP | 2,266 | $187.0M | 0.03% | |
| 26 | MAMASTERCARD INC | 1,504 | $169.0M | 0.03% |