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

Institutional Holdings (2016Q4)
Portfolio Summary: 26 holdings with a total value of $591,178,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 BERKSHIRE HATHAWAY INC DEL 662,629 107,995,000 18.27%
2 BANK OF THE OZARKS 1,127,459 59,293,000 10.03%
3 CARMAX 850,882 54,788,000 9.27%
4 DISNEY WALT CO 410,713 42,805,000 7.24%
5 LKQ CORP 1,296,402 39,735,000 6.72%
6 AMETEK 790,040 38,396,000 6.49%
7 M & T BK CORP 187,545 29,338,000 4.96%
8 WELLS FARGO & CO NEW 514,327 28,345,000 4.79%
9 UNION PAC CORP 248,853 25,801,000 4.36%
10 MARKEL CORP 28,027 25,350,000 4.29%
11 VISA INC 311,216 24,281,000 4.11%
12 O REILLY AUTOMOTIVE INC NEW 79,950 22,259,000 3.77%
13 MOHAWK INDS 103,781 20,723,000 3.51%
14 FORTUNE BRANDS INNOV 305,470 16,330,000 2.76%
15 ALPHABET INC 17,458 13,474,000 2.28%
16 BUFFALO WILD WINGS INC 76,176 11,762,000 1.99%
17 STERICYCLE 102,707 7,913,000 1.34%
18 HEICO CORP NEW 112,754 7,656,000 1.30%
19 Knight Transportation Inc 215,191 7,112,000 1.20%
20 ALPHABET INC 5,983 4,741,000 0.80%
21 JPMORGAN CHASE & CO 12,379 1,068,000 0.18%
22 STANTEC INC 41,352 1,044,000 0.18%
23 BROOKFIELD ASSET MGMT INC 13,096 432,000 0.07%
24 FASTENAL CO 4,077 192,000 0.03%
25 BALCHEM CORP COM 2,266 190,000 0.03%
26 MASTERCARD INCORPORATED 1,504 155,000 0.03%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001641864-17-000001, filed 2017.02.10).

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.