13F filing recap · Q1 2015

What did Giverny Capital buy in Q1 2015?

Reported stock-position changes between this filing and the previous one.

Stock value

$456.72M

Positions

Estimated turnover

—

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

BRK.BBerkshire Hathaway Inc$71.30Mreported value+494.1K shares KMXCarmax, Inc.$34.97Mreported value+506.8K shares DISWalt Disney Co/$34.20Mreported value+326.1K shares WFCWells Fargo & Company/mn$33.53Mreported value+616.3K shares OZKBank Ozk$31.32Mreported value+848.0K shares VRXValeant Pharmaceuticals International, Inc.$30.60Mreported value+154.1K shares LKQLkq Corporation$26.83Mreported value+1.05M shares MTBM&T Bank Corporation$21.13Mreported value+166.4K shares VVisa Inc.$18.73Mreported value+286.4K shares MKLMarkel Group Inc.$18.18Mreported value+23.6K shares ORLYO Reilly Automotive Inc$17.47Mreported value+80.8K shares PCPPrecision Castparts Corp$17.03Mreported value+81.1K shares UNPUnion Pacific Corp$16.22Mreported value+149.7K shares IBMInternational Business Machines Corp$14.86Mreported value+92.6K shares MHKMohawk Industries, Inc.$14.63Mreported value+78.8K shares CABCabela'S Inc$12.58Mreported value+224.8K shares BWLDBuffalo Wild Wings Inc$12.15Mreported value+67.0K shares FASTFastenal Co$10.05Mreported value+242.5K shares PRAAPra Group, Inc$9.05Mreported value+166.6K shares GOOGAlphabet Inc.$6.51Mreported value+11.9K shares GOOGLAlphabet Inc.$3.55Mreported value+6.4K shares STNStantec Inc.$965.0Kreported value+40.4K shares BAMBrookfield Corporation$496.0Kreported value+9.3K shares MAMastercard Inc$361.0Kreported value+4.2K shares