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Giverny Capital Inc.

Q2 2015 Holdings

Filed 2015-08-12 | 26 holdings | $35.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Carmax Inc(KMX)COM143130102$35.3M533,18498.7%
Berkshire HathawayCL B NEW84670702$71.1K522,1730.2%
Bank of the Ozarks IncCOM63904106$40.1K876,5000.1%
Disney Walt Company(DIS)COM254687106$38.9K340,3860.1%
Wells Fargo Co(WFC)COM949746101$35.7K634,5070.1%
LKQ Corp(LKQ)COM501889208$33.3K1,102,5950.1%
Valeant Pharma IntlCOM91911K102$26.7K120,3820.1%
M & T Bank Corp(MTB)COM55261F104$21.3K170,2590.1%
Visa Inc(V)COM CL A92826C839$19.5K289,6580.1%
Markel Corp Holding(MKL)COM570535104$19.3K24,1290.1%
Precision Castparts CorpCOM740189105$18.5K92,3370.1%
O'reilly Automotive(ORLY)COM67103H107$17.8K78,8500.0%
Union Pacific Corp(UNP)COM907818108$15.5K162,9790.0%
Mohawk Inds Inc(MHK)COM608190104$15.4K80,8130.0%
Intl Business Machines(IBM)COM459200101$15.4K94,5060.0%
Cabelas IncCOM126804301$11.7K233,3770.0%
PRA Group Inc(PRAA)COM69354N106$11.4K182,4560.0%
Fastenal Co(FAST)COM311900104$10.6K251,2020.0%
Buffalo Wild Wings IncCOM119848109$10.5K67,1060.0%
Ametek IncCOM31100100$10.5K191,3130.0%
Knight Transportation IncCOM499064103$9.6K359,6310.0%
Google IncCL C38259P706$6.7K12,7860.0%
Google IncCL A38259P508$3.4K6,2430.0%
Stantec Inc(STN)COM85472N109$1.6K56,3520.0%
Brookfield Asset MGTCL A112585104$48513,8810.0%
Mastercard Inc(MA)CL A57636Q104$1411,5040.0%