Dark
Light
System
Institutional Investment Manager
GIVERNY CAPITAL INC.
GIVERNY CAPITAL INC. (CIK: 0001641864). Institutional holdings reported to the SEC.

Institutional Holdings (2015Q2)
Portfolio Summary: 26 holdings with a total value of $500,299,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 BERKSHIRE HATHAWAY INC DE CL B NEW 522,173 71,073,000 14.21%
2 BANK OF THE OZARKS INC 876,500 40,100,000 8.02%
3 DISNEY WALT CO 340,386 38,852,000 7.77%
4 WELLS FARGO & CO NEW 634,507 35,685,000 7.13%
5 CARMAX 533,184 35,302,000 7.06%
6 LKQ CORP 1,102,595 33,348,000 6.67%
7 VALEANT PHARMACEUTICALS INTL 120,382 26,743,000 5.35%
8 M & T BK CORP 170,259 21,270,000 4.25%
9 VISA INC 289,658 19,451,000 3.89%
10 MARKEL CORP 24,129 19,320,000 3.86%
11 PRECISION CASTPARTS 92,337 18,455,000 3.69%
12 O REILLY AUTOMOTIVE INC NEW 78,850 17,819,000 3.56%
13 UNION PAC CORP 162,979 15,543,000 3.11%
14 MOHAWK INDS 80,813 15,427,000 3.08%
15 INTERNATIONAL BUSINESS MACHS 94,506 15,372,000 3.07%
16 CABELAS INC 233,377 11,664,000 2.33%
17 PRA GROUP INC 182,456 11,369,000 2.27%
18 FASTENAL CO 251,202 10,596,000 2.12%
19 BUFFALO WILD WINGS INC 67,106 10,515,000 2.10%
20 AMETEK INC 191,313 10,480,000 2.09%
21 Knight Transportation Inc 359,631 9,617,000 1.92%
22 GOOGLE INC 12,786 6,655,000 1.33%
23 ISHARES NASDAQ BIOTECHNOLOGY ETF 6,243 3,371,000 0.67%
24 STANTEC INC 56,352 1,646,000 0.33%
25 BROOKFIELD ASSET MGMT INC 13,881 485,000 0.10%
26 MASTERCARD INCORPORATED 1,504 141,000 0.03%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001641864-15-000004, filed 2015.08.12).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.