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Giverny Capital Inc.

Q3 2015 Holdings

Filed 2015-11-12 | 26 holdings | $39.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Carmax Inc(KMX)COM143130102$38.7M652,83498.8%
Berkshire HathawayCL B NEW84670702$76.7K588,4730.2%
Bank of the Ozarks IncCOM63904106$40.4K922,3500.1%
Disney Walt Company(DIS)COM254687106$35.9K351,4420.1%
LKQ Corp(LKQ)COM501889208$32.4K1,142,1420.1%
Wells Fargo Co(WFC)COM CL A949746101$29.0K564,9690.1%
Valeant Pharma IntlCOM91911K102$22.4K125,3610.1%
M & T Bank Corp(MTB)COM55261F104$21.5K176,3980.1%
Union Pacific Corp(UNP)COM907818108$20.6K232,4730.1%
Visa Inc(V)CL A92826C839$20.4K293,1480.1%
Markel Corp Holding(MKL)COM570535104$20.0K24,9360.1%
O'reilly Automotive(ORLY)COM67103H107$19.8K79,3620.1%
Ametek IncCOM31100100$17.2K328,3550.0%
Mohawk Inds Inc(MHK)COM608190104$15.1K83,1900.0%
Knight Transportation IncCOM499064103$14.3K596,8090.0%
Intl Business Machines(IBM)COM459200101$14.0K96,6340.0%
Buffalo Wild Wings IncCOM119848109$13.9K71,6560.0%
Cabelas Inc CLCOM126804301$11.0K240,1420.0%
PRA Group Inc(PRAA)COM69354N106$10.2K192,6540.0%
Fastenal Co(FAST)COM311900104$9.4K257,4510.0%
Google IncCL C38259P706$8.0K13,1370.0%
Google IncCL A38259P508$4.0K6,2300.0%
Stantec Inc(STN)COM85472N109$1.2K56,3520.0%
Stericycle Inc(SRCLEUR)COM858912108$5854,2000.0%
Brookfield Asset MGTCL A112585104$43713,9140.0%
Mastercard Inc CL(MA)CL A57636Q104$1361,5040.0%