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

Institutional Holdings (2016Q3)
Portfolio Summary: 26 holdings with a total value of $537,486,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 BERKSHIRE HATHAWAY INC DE CL B NEW 658,180 95,087,000 17.69%
2 LKQ CORP 1,273,741 45,167,000 8.40%
3 CARMAX 842,196 44,931,000 8.36%
4 BANK OF THE OZARKS INC 1,132,037 43,470,000 8.09%
5 DISNEY WALT CO 417,882 38,805,000 7.22%
6 AMETEK INC 792,893 37,884,000 7.05%
7 VISA INC 308,447 25,509,000 4.75%
8 MARKEL CORP 26,785 24,877,000 4.63%
9 UNION PAC CORP 251,977 24,575,000 4.57%
10 WELLS FARGO & CO NEW 511,575 22,653,000 4.21%
11 O REILLY AUTOMOTIVE INC NEW 80,502 22,549,000 4.20%
12 M & T BK CORP 190,537 22,121,000 4.12%
13 MOHAWK INDS 98,635 19,761,000 3.68%
14 FORTUNE BRANDS INNOV 298,104 17,320,000 3.22%
15 ALPHABET INC 16,207 12,598,000 2.34%
16 BUFFALO WILD WINGS INC 79,106 11,133,000 2.07%
17 STERICYCLE 103,401 8,287,000 1.54%
18 HEICO CORP NEW 105,811 6,403,000 1.19%
19 Knight Transportation Inc 222,808 6,392,000 1.19%
20 ALPHABET INC 6,038 4,855,000 0.90%
21 STANTEC INC 56,352 1,325,000 0.25%
22 JPMORGAN CHASE & CO 12,379 824,000 0.15%
23 BROOKFIELD ASSET MGMT INC 13,096 461,000 0.09%
24 BALCHEM CORP 2,266 176,000 0.03%
25 FASTENAL CO 4,077 170,000 0.03%
26 MASTERCARD INCORPORATED 1,504 153,000 0.03%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001641864-16-000010, filed 2016.11.08).

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.