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

Institutional Holdings (2016Q1)
Portfolio Summary: 24 holdings with a total value of $508,543,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 BERKSHIRE HATHAWAY INC DE CL B NEW 629,062 89,251,000 17.55%
2 BANK OF THE OZARKS INC 1,066,622 44,766,000 8.80%
3 CARMAX 825,093 42,162,000 8.29%
4 LKQ CORP 1,219,370 38,934,000 7.66%
5 AMETEK INC 764,717 38,221,000 7.52%
6 DISNEY WALT CO 380,986 37,836,000 7.44%
7 WELLS FARGO & CO NEW 485,546 23,481,000 4.62%
8 VISA INC 301,750 23,078,000 4.54%
9 MARKEL CORP 25,812 23,013,000 4.53%
10 O REILLY AUTOMOTIVE INC NEW 78,250 21,414,000 4.21%
11 M & T BK CORP 186,182 20,666,000 4.06%
12 UNION PAC CORP 249,595 19,855,000 3.90%
13 MOHAWK INDS 92,776 17,711,000 3.48%
14 Knight Transportation Inc 639,978 16,735,000 3.29%
15 STERICYCLE 100,574 12,691,000 2.50%
16 BUFFALO WILD WINGS INC 74,605 11,050,000 2.17%
17 FORTUNE BRANDS INNOV 184,373 10,332,000 2.03%
18 GOOGLE INC 13,783 10,268,000 2.02%
19 ISHARES NASDAQ BIOTECHNOLOGY ETF 6,138 4,683,000 0.92%
20 STANTEC INC 56,352 1,429,000 0.28%
21 BROOKFIELD ASSET MGMT INC 13,914 484,000 0.10%
22 FASTENAL CO 4,077 200,000 0.04%
23 MASTERCARD INCORPORATED 1,504 142,000 0.03%
24 BALCHEM CORP 2,266 141,000 0.03%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001641864-16-000008, filed 2016.05.11).

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.