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

Institutional Holdings (2016Q2)
Portfolio Summary: 25 holdings with a total value of $515,232,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 BERKSHIRE HATHAWAY INC DE CL B NEW 646,357 93,586,000 18.16%
2 BANK OF THE OZARKS INC 1,123,557 42,156,000 8.18%
3 CARMAX 838,884 41,130,000 7.98%
4 LKQ CORP 1,259,216 39,917,000 7.75%
5 DISNEY WALT CO 406,183 39,733,000 7.71%
6 AMETEK INC 780,055 36,062,000 7.00%
7 MARKEL CORP 26,642 25,384,000 4.93%
8 WELLS FARGO & CO NEW 492,604 23,315,000 4.53%
9 VISA INC 308,182 22,858,000 4.44%
10 M & T BK CORP 187,448 22,162,000 4.30%
11 UNION PAC CORP 252,164 22,001,000 4.27%
12 O REILLY AUTOMOTIVE INC NEW 79,560 21,569,000 4.19%
13 MOHAWK INDS 95,267 18,078,000 3.51%
14 FORTUNE BRANDS INNOV 286,788 16,625,000 3.23%
15 Knight Transportation Inc 421,956 11,216,000 2.18%
16 BUFFALO WILD WINGS INC 78,725 10,939,000 2.12%
17 STERICYCLE 103,252 10,751,000 2.09%
18 GOOGLE INC 15,099 10,450,000 2.03%
19 ISHARES NASDAQ BIOTECHNOLOGY ETF 6,091 4,285,000 0.83%
20 STANTEC INC 56,352 1,365,000 0.26%
21 JPMORGAN CHASE & CO 12,379 769,000 0.15%
22 BROOKFIELD ASSET MGMT INC 13,096 433,000 0.08%
23 FASTENAL CO 4,077 181,000 0.04%
24 BALCHEM CORP 2,266 135,000 0.03%
25 MASTERCARD INCORPORATED 1,504 132,000 0.03%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001641864-16-000009, filed 2016.08.11).

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.