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Giverny Capital Inc.

Q1 2016 Holdings

Filed 2016-05-11 | 24 holdings | $42.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Carmax Inc(KMX)COM143130102$42.2M825,09398.9%
Berkshire HathawayCL B NEW84670702$89.3K629,0620.2%
Bank of the Ozarks IncCOM63904106$44.8K1,066,6220.1%
LKQ Corp(LKQ)COM501889208$38.9K1,219,3700.1%
Ametek IncCOM31100100$38.2K764,7170.1%
Disney Walt Company(DIS)COM254687106$37.8K380,9860.1%
Wells Fargo Co(WFC)COM949746101$23.5K485,5460.1%
Visa Inc(V)COM CL A92826C839$23.1K301,7500.1%
Markel Corp Holding(MKL)COM570535104$23.0K25,8120.1%
O'reilly Automotive(ORLY)COM67103H107$21.4K78,2500.1%
M & T Bank Corp(MTB)COM55261F104$20.7K186,1820.0%
Union Pacific Corp(UNP)COM907818108$19.9K249,5950.0%
Mohawk Inds Inc(MHK)COM608190104$17.7K92,7760.0%
Knight Transportation IncCOM499064103$16.7K639,9780.0%
Stericycle Inc(SRCLEUR)COM858912108$12.7K100,5740.0%
Buffalo Wild Wings IncCOM119848109$11.1K74,6050.0%
Fortune Brands Home & SEC(FBIN)COM34964C106$10.3K184,3730.0%
Alphabet IncCL C38259P706$10.3K13,7830.0%
Alphabet IncCL A38259P508$4.7K6,1380.0%
Stantec Inc(STN)COM85472N109$1.4K56,3520.0%
Brookfield Asset MGTCL A112585104$48413,9140.0%
Fastenal Co(FAST)COM311900104$2004,0770.0%
Mastercard Inc(MA)CL A57636Q104$1421,5040.0%
Balchem CorpCOM57665200$1412,2660.0%