Giverny Capital Inc. Q3 2017 Filing
Filed November 13, 2017
Portfolio Value
$684.4B
Holdings
31
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY-B-NEW | 707,604 | $129.7B | 18.95% | |
| 2 | KMXCARMAX INC | 935,147 | $70.9B | 10.36% | |
| 3 | —BANK OF THE OZARKS INC | 1,222,142 | $58.7B | 8.58% | |
| 4 | AMEAMETEK INC | 688,266 | $45.5B | 6.64% | |
| 5 | LKQ1LKQ CORP | 1,099,718 | $39.6B | 5.78% | |
| 6 | VVISA INC | 338,992 | $35.7B | 5.21% | |
| 7 | DISDISNEY WALT COMPANY | 351,633 | $34.7B | 5.06% | |
| 8 | MKLMARKEL CORP HOLDING | 30,457 | $32.5B | 4.75% | |
| 9 | UNPUNION PACIFIC CORP | 269,683 | $31.3B | 4.57% | |
| 10 | WFCWELLS FARGO CO | 531,629 | $29.3B | 4.28% | |
| 11 | MHKMOHAWK INDS INC | 106,627 | $26.4B | 3.86% | |
| 12 | MTBM & T BANK CORP | 155,586 | $25.1B | 3.66% | |
| 13 | FWONALIBERTY MEDIA-C LIB FORM | 636,941 | $24.3B | 3.54% | |
| 14 | GOOGALPHABET INC CL-C | 24,367 | $23.4B | 3.41% | |
| 15 | HEIHEICO CORP CLASS A | 301,957 | $23.0B | 3.36% | |
| 16 | FBINFORTUNE BRANDS HOME & SEC | 317,101 | $21.3B | 3.11% | |
| 17 | ORLYO'REILLY AUTOMOTIVE | 93,276 | $20.1B | 2.94% | |
| 18 | GOOGLALPHABET INC CL-A | 6,022 | $5.9B | 0.86% | |
| 19 | JPMJP MORGAN CHASE & CO | 14,736 | $1.4B | 0.21% | |
| 20 | SPYSPDR S&P 500 ETF TR | 5,344 | $1.3B | 0.20% | |
| 21 | BRK-BBERKSHIRE HATHAWAY-A-NEW | 3 | $824.0M | 0.12% | |
| 22 | FIVEFIVE BELOW INC | 11,009 | $604.0M | 0.09% | |
| 23 | STNSTANTEC INC | 21,454 | $595.0M | 0.09% | |
| 24 | BAMBROOKFIELD ASSET MGT-A LV | 12,938 | $534.0M | 0.08% | |
| 25 | MAMASTERCARD INC | 3,204 | $452.0M | 0.07% | |
| 26 | TJXTJX COMPANIES INC | 4,197 | $309.0M | 0.05% | |
| 27 | HN9HANESBRANDS INC | 12,264 | $302.0M | 0.04% | |
| 28 | LULULULULEMON ATHLETICA INC CO | 4,600 | $286.0M | 0.04% | |
| 29 | LUVSOUTHWEST AIRLINES CO | 3,961 | $222.0M | 0.03% | |
| 30 | FASTFASTENAL CO | 4,077 | $186.0M | 0.03% | |
| 31 | BCPCBALCHEM CORP | 2,266 | $184.0M | 0.03% |