Giverny Capital Inc. Q2 2019 Filing
Filed August 13, 2019
Portfolio Value
$990.0B
Holdings
39
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (39 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY-B-NEW | 864,443 | $184.3B | 18.61% | |
| 2 | KMXCARMAX INC | 1,220,105 | $105.9B | 10.70% | |
| 3 | AMEAMETEK INC | 792,865 | $72.0B | 7.28% | |
| 4 | VVISA INC CLASS-A | 309,767 | $53.8B | 5.43% | |
| 5 | HEIHEICO CORP CLASS A | 486,432 | $50.3B | 5.08% | |
| 6 | NVRNVR INC | 14,312 | $48.2B | 4.87% | |
| 7 | MKLMARKEL CORP HOLDING | 37,894 | $41.3B | 4.17% | |
| 8 | GOOGALPHABET INC CL-C | 35,110 | $38.0B | 3.83% | |
| 9 | JPMJP MORGAN CHASE & CO | 334,011 | $37.3B | 3.77% | |
| 10 | SCHWSCHWAB CHARLES CORP | 928,197 | $37.3B | 3.77% | |
| 11 | FBINFORTUNE BRNDS HME&SEC | 619,083 | $35.4B | 3.57% | |
| 12 | METAFACEBOOK INC CL-A | 173,316 | $33.5B | 3.38% | |
| 13 | DISDISNEY WALT COMPANY | 196,672 | $27.5B | 2.77% | |
| 14 | UNPUNION PACIFIC CORP | 159,239 | $26.9B | 2.72% | |
| 15 | BACBANK OF AMERICA | 881,006 | $25.5B | 2.58% | |
| 16 | KEYSKEYSIGHT TECHNOLOGIES INC | 283,501 | $25.5B | 2.57% | |
| 17 | MHKMOHAWK INDS INC | 168,409 | $24.8B | 2.51% | |
| 18 | EWEDWARDS LIFESCIENCES CORP | 126,990 | $23.5B | 2.37% | |
| 19 | MTBM & T BANK CORP | 135,586 | $23.1B | 2.33% | |
| 20 | OZKBANK OZK | 730,979 | $22.0B | 2.22% | |
| 21 | LFUSLITTELFUSE INC | 114,120 | $20.2B | 2.04% | |
| 22 | ORLYO'REILLY AUTOMOTIVE | 27,297 | $10.1B | 1.02% | |
| 23 | HCSGHEALTH CARE SERVICES GRP | 313,678 | $9.5B | 0.96% | |
| 24 | GOOGLALPHABET INC CL-A | 5,863 | $6.3B | 0.64% | |
| 25 | SPYSPDR S&P 500 ETF | 5,295 | $1.6B | 0.16% | |
| 26 | BRK-BBERKSHIRE HATHAWAY-A-NEW | 3 | $955.0M | 0.10% | |
| 27 | LULULULULEMON ATHLETICA INC | 4,645 | $837.0M | 0.08% | |
| 28 | BAMBROOKFIELD ASSET MGT-A LV | 12,938 | $618.0M | 0.06% | |
| 29 | MAMASTERCARD INC CL-A | 2,039 | $539.0M | 0.05% | |
| 30 | TJXTJX COMPANIES INC | 9,341 | $494.0M | 0.05% | |
| 31 | ROPROPER TECHNOLOGIES INC | 1,245 | $456.0M | 0.05% | |
| 32 | FIVEFIVE BELOW INC | 3,596 | $432.0M | 0.04% | |
| 33 | AAPLAPPLE INC | 2,127 | $421.0M | 0.04% | |
| 34 | ODFLOLD DOMINION FREIGHT LINE | 2,712 | $405.0M | 0.04% | |
| 35 | FWONALIBERTY MEDIA-C LIB FORM | 10,630 | $398.0M | 0.04% | |
| 36 | FASTFASTENAL CO | 8,154 | $266.0M | 0.03% | |
| 37 | KNXKNIGHT-SWIFT TRANSPORT-A | 8,046 | $264.0M | 0.03% | |
| 38 | LUVSOUTHWEST AIRLINES CO | 4,334 | $220.0M | 0.02% | |
| 39 | LKQ1LKQ CORP | 220 | $6.0M | 0.00% |