Giverny Capital Inc. Q1 2019 Filing
Filed May 14, 2019
Portfolio Value
$871.7B
Holdings
39
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (39 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY-B-NEW | 832,125 | $167.2B | 19.18% | |
| 2 | KMXCARMAX INC | 1,188,798 | $83.0B | 9.52% | |
| 3 | AMEAMETEK INC | 762,627 | $63.3B | 7.26% | |
| 4 | VVISA INC CLASS-A | 302,505 | $47.2B | 5.42% | |
| 5 | GOOGALPHABET INC CL-C | 34,346 | $40.3B | 4.62% | |
| 6 | HEIHEICO CORP CLASS A | 472,577 | $39.7B | 4.56% | |
| 7 | NVRNVR INC | 13,719 | $38.0B | 4.35% | |
| 8 | MKLMARKEL CORP HOLDING | 36,523 | $36.4B | 4.17% | |
| 9 | JPMJP MORGAN CHASE & CO | 318,115 | $32.2B | 3.69% | |
| 10 | SCHWSCHWAB CHARLES CORP | 737,124 | $31.5B | 3.62% | |
| 11 | FBINFORTUNE BRNDS HME&SEC | 596,993 | $28.4B | 3.26% | |
| 12 | MHKMOHAWK INDS INC | 221,909 | $28.0B | 3.21% | |
| 13 | METAFACEBOOK INC CL-A | 164,573 | $27.4B | 3.15% | |
| 14 | UNPUNION PACIFIC CORP | 156,810 | $26.2B | 3.01% | |
| 15 | EWEDWARDS LIFESCIENCES CORP | 123,923 | $23.7B | 2.72% | |
| 16 | DISDISNEY WALT COMPANY | 189,856 | $21.1B | 2.42% | |
| 17 | BACBANK AMER CORP | 746,916 | $20.6B | 2.36% | |
| 18 | OZKBANK OZK | 694,672 | $20.1B | 2.31% | |
| 19 | MTBM & T BANK CORP | 126,443 | $19.9B | 2.28% | |
| 20 | LFUSLITTELFUSE INC | 108,790 | $19.9B | 2.28% | |
| 21 | LKQ1LKQ CORP | 417,276 | $11.8B | 1.36% | |
| 22 | ORLYO'REILLY AUTOMOTIVE | 28,811 | $11.2B | 1.28% | |
| 23 | KEYSKEYSIGHT TECHNOLOGIES INC | 116,090 | $10.1B | 1.16% | |
| 24 | HCSGHEALTH CARE SERVICES GRP | 287,334 | $9.5B | 1.09% | |
| 25 | GOOGLALPHABET INC CL-A | 5,966 | $7.0B | 0.81% | |
| 26 | SPYSPDR S&P 500 ETF TR | 5,295 | $1.5B | 0.17% | |
| 27 | FWONALIBERTY MEDIA-C LIB FORM | 26,246 | $920.0M | 0.11% | |
| 28 | BRK-BBERKSHIRE HATHAWAY-A-NEW | 3 | $904.0M | 0.10% | |
| 29 | LULULULULEMON ATHLETICA INC CO | 4,645 | $761.0M | 0.09% | |
| 30 | BAMBROOKFIELD ASSET MGT-A LV | 12,938 | $604.0M | 0.07% | |
| 31 | TJXTJX COMPANIES INC CM | 9,341 | $497.0M | 0.06% | |
| 32 | MAMASTERCARD INC CL-A | 2,039 | $480.0M | 0.06% | |
| 33 | FIVEFIVE BELOW INC | 3,596 | $447.0M | 0.05% | |
| 34 | ROPROPER TECHNOLOGIES INC | 1,245 | $426.0M | 0.05% | |
| 35 | AAPLAPPLE INC | 2,127 | $404.0M | 0.05% | |
| 36 | ODFLOLD DOMINION FREIGHT LINE IN | 2,577 | $372.0M | 0.04% | |
| 37 | FASTFASTENAL CO | 4,077 | $262.0M | 0.03% | |
| 38 | KNXKNIGHT SWIFT TRANSN HLDGS IN | 7,743 | $253.0M | 0.03% | |
| 39 | LUVSOUTHWEST AIRLINES CO | 3,961 | $206.0M | 0.02% |