13F filing recap · Q4 2015
What did Giverny Capital buy in Q4 2015?
Reported stock-position changes between this filing and the previous one.
Stock value
$502.36M
Positions
25
Estimated turnover
5.9%
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.
Increased positions
BRK.BBerkshire Hathaway Inc$79.89Mreported value+16.6K shares+2.8%OZKBank Ozk$45.65Mreported value+535 shares+0.1%DISWalt Disney Co/$37.50Mreported value+5.4K shares+1.5%KMXCarmax, Inc.$36.74Mreported value+27.8K shares+4.3%LKQLkq Corporation$35.09Mreported value+42.1K shares+3.7%WFCWells Fargo & Company/mn$31.37Mreported value+12.1K shares+2.1%VVisa Inc.$22.89Mreported value+2.0K shares+0.7%MKLMarkel Group Inc.$22.36Mreported value+374 shares+1.5%MTBM&T Bank Corporation$21.59Mreported value+1.8K shares+1.0%AMEAmetek, Inc.$18.77Mreported value+21.9K shares+6.7%UNPUnion Pacific Corp$18.38Mreported value+2.6K shares+1.1%MHKMohawk Industries, Inc.$16.03Mreported value+1.4K shares+1.7%KNGTKnight Transportation Inc$15.11Mreported value+26.6K shares+4.5%VRXValeant Pharmaceuticals International, Inc.$12.98Mreported value+2.4K shares+1.9%BWLDBuffalo Wild Wings Inc$11.52Mreported value+496 shares+0.7%FASTFastenal Co$10.54Mreported value+683 shares+0.3%SRCLStericycle, Inc.$9.37Mreported value+73.5K shares+1750.3%PRAAPra Group, Inc$6.72Mreported value+983 shares+0.5%