13F filing recap · Q4 2016
What did Giverny Capital buy in Q4 2016?
Reported stock-position changes between this filing and the previous one.
Stock value
$591.18M
Positions
26
Estimated turnover
1.7%
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$108.00Mreported value+4.4K shares+0.7%KMXCarmax, Inc.$54.79Mreported value+8.7K shares+1.0%LKQLkq Corporation$39.73Mreported value+22.7K shares+1.8%WFCWells Fargo & Company/mn$28.34Mreported value+2.8K shares+0.5%MKLMarkel Group Inc.$25.35Mreported value+1.2K shares+4.6%VVisa Inc.$24.28Mreported value+2.8K shares+0.9%MHKMohawk Industries, Inc.$20.72Mreported value+5.1K shares+5.2%FBINFortune Brands Innovations, Inc.$16.33Mreported value+7.4K shares+2.5%GOOGAlphabet Inc.$13.47Mreported value+1.3K shares+7.7%HEI.AHeico Corporation$7.66Mreported value+6.9K shares+6.6%