Giverny Capital Inc (1641864) Portfolio


Number of Companies: 21
Inflow: $29,462 K
Outflow: $-34,892 K
Net Flow: $-5,430 K
2016-03-31: Recent SEC Filing
2015-12-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
2336 15 Fortune Brands Home And Securi (FBHS) Home Improvement 184,373 New Holding 184,373 $56.04 $10,332 $10,332
34 1 Carmax Inc (KMX) Automotive Retailers 825,093 Added More 144,426 $51.09 $7,380 $42,162
2896 7 Stericycle Inc (SRCL) Waste Management 100,574 Added More 22,861 $126.19 $2,884 $12,691
3064 14 Walt Disney Cothe (DIS) Entertainment Content 380,986 Added More 24,116 $99.30 $2,394 $37,835
2833 18 Mohawk Industries Inc (MHK) Home Improvement 92,776 Added More 8,147 $190.89 $1,555 $17,710
3019 8 Union Pacific Corp (UNP) Rail Freight 249,595 Added More 14,558 $79.55 $1,158 $19,855
2812 2 Lkq Corp (LKQ) Automotive Wholesalers 1,219,370 Added More 35,138 $31.93 $1,121 $38,934
2962 270 M And T Bank Corp (MTB) Banks 186,182 Added More 7,988 $111.00 $886 $20,666
3052 34 Visa Inc-Class A Shares (V) Consumer Finance 301,750 Added More 6,591 $76.48 $504 $23,077
3045 52 Markel Corp (MKL) P And C Insurance 25,812 Added More 502 $891.57 $447 $23,013
532 2 Knight Transportation Inc (KNX) Trucking 639,978 Added More 16,569 $26.15 $433 $16,735
2626 34 Buffalo Wild Wings Inc (BWLD) Restaurants 74,605 Added More 2,453 $148.11 $363 $11,050
2897 18 Brookfield Asset Manage-Cl A (BAM) Real Estate Owners And Developers 13,914 No Change 0 $34.79 $0 $484
3037 33 Mastercard Inc-Class A (MA) Consumer Finance 1,504 No Change 0 $94.50 $0 $142
510 3 Stantec Inc (STN) Engineering Services 56,352 No Change 0 $25.36 $0 $1,429
2610 23 Alphabet Inc-Cl C (GOOG) Internet Media 6,138 Sold Some -75 $744.95 $-55 $4,572
3026 18 Oreilly Automotive Inc (ORLY) Automotive Retailers 78,250 Sold Some -234 $273.66 $-64 $21,413
37 1 Valeant Pharmaceuticals Inte (VRX) Specialty Pharma 0 Sold All -127,735 $26.29 $-3,359 $0
3050 14 Wells Fargo And Co (WFC) Diversified Banks 485,546 Sold Some -91,507 $48.36 $-4,425 $23,481
2668 3 Fastenal Co (FAST) Home And Office Product Whslrs 4,077 Sold Some -254,057 $49.00 $-12,448 $199
3071 42 Intl Business Machines Corp (IBM) It Services 0 Sold All -96,001 $151.44 $-14,539 $0