Giverny Capital Inc. Q4 2017 Filing
Filed February 13, 2018
Portfolio Value
$728.9B
Holdings
35
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (35 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY-B-NEW | 716,216 | $142.0B | 19.48% | |
| 2 | KMXCARMAX INC | 1,032,850 | $66.2B | 9.09% | |
| 3 | —BANK OF THE OZARKS INC | 1,215,840 | $58.9B | 8.08% | |
| 4 | AMEAMETEK INC | 682,995 | $49.5B | 6.79% | |
| 5 | VVISA INC CLASS-A | 334,714 | $38.2B | 5.24% | |
| 6 | LKQ1LKQ CORP | 916,503 | $37.3B | 5.11% | |
| 7 | UNPUNION PACIFIC CORP | 267,529 | $35.9B | 4.92% | |
| 8 | MKLMARKEL CORP HOLDING | 30,727 | $35.0B | 4.80% | |
| 9 | GOOGALPHABET INC CL-C | 27,835 | $29.1B | 4.00% | |
| 10 | DISDISNEY WALT COMPANY | 267,127 | $28.7B | 3.94% | |
| 11 | MHKMOHAWK INDS INC | 103,885 | $28.7B | 3.93% | |
| 12 | HEIHEICO CORP CLASS A | 294,313 | $23.3B | 3.19% | |
| 13 | ORLYO'REILLY AUTOMOTIVE | 92,798 | $22.3B | 3.06% | |
| 14 | FWONALIBERTY MEDIA-C LIB FORM | 637,915 | $21.8B | 2.99% | |
| 15 | FBINFORTUNE BRNDS HME&SEC | 307,472 | $21.0B | 2.89% | |
| 16 | WFCWELLS FARGO CO | 333,964 | $20.3B | 2.78% | |
| 17 | CACCCREDIT ACCEP CORP MICH | 59,426 | $19.2B | 2.64% | |
| 18 | MTBM & T BANK CORP | 110,876 | $19.0B | 2.60% | |
| 19 | EWEDWARDS LIFESCIENCES CORP | 161,571 | $18.2B | 2.50% | |
| 20 | GOOGLALPHABET INC CL-A | 5,814 | $6.1B | 0.84% | |
| 21 | JPMJP MORGAN CHASE & CO | 14,757 | $1.6B | 0.22% | |
| 22 | SPYSPDR S&P 500 ETF TR | 5,344 | $1.4B | 0.20% | |
| 23 | BRK-BBERKSHIRE HATHAWAY-A-NEW | 3 | $893.0M | 0.12% | |
| 24 | FIVEFIVE BELOW INC | 11,009 | $730.0M | 0.10% | |
| 25 | STNSTANTEC INC | 21,329 | $596.0M | 0.08% | |
| 26 | BAMBROOKFIELD ASSET MGT-A LV | 12,938 | $563.0M | 0.08% | |
| 27 | MAMASTERCARD INC CL-A | 3,204 | $485.0M | 0.07% | |
| 28 | LULULULULEMON ATHLETICA INC CO | 4,600 | $362.0M | 0.05% | |
| 29 | LFUSLITTELFUSE INC | 1,523 | $301.0M | 0.04% | |
| 30 | RYAAYRYANAIR HLDGS PLC | 2,500 | $260.0M | 0.04% | |
| 31 | LUVSOUTHWEST AIRLINES CO | 3,961 | $259.0M | 0.04% | |
| 32 | HN9HANESBRANDS INC | 12,264 | $256.0M | 0.04% | |
| 33 | FASTFASTENAL CO | 4,077 | $223.0M | 0.03% | |
| 34 | BCPCBALCHEM CORP | 2,266 | $183.0M | 0.03% | |
| 35 | TJXTJX COMPANIES INC CM | 2,141 | $164.0M | 0.02% |