13F filing recap · Q1 2018
What did Giverny Capital buy in Q1 2018?
Reported stock-position changes between this filing and the previous one.
Stock value
$746.88M
Positions
35
Estimated turnover
3.7%
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$147.54Mreported value+23.4K shares+3.3%KMXCarmax, Inc.$67.61Mreported value+58.7K shares+5.7%OZKBank Ozk$59.90Mreported value+25.0K shares+2.1%AMEAmetek, Inc.$53.12Mreported value+16.2K shares+2.4%VVisa Inc.$40.44Mreported value+3.4K shares+1.0%MKLMarkel Group Inc.$37.06Mreported value+939 shares+3.1%UNPUnion Pacific Corp$36.06Mreported value+742 shares+0.3%LKQLkq Corporation$35.88Mreported value+29.0K shares+3.2%GOOGAlphabet Inc.$30.25Mreported value+1.5K shares+5.3%DISWalt Disney Co/$28.66Mreported value+18.2K shares+6.8%HEI.AHeico Corporation$26.10Mreported value+73.6K shares+25.0%MHKMohawk Industries, Inc.$24.83Mreported value+3.0K shares+2.9%EWEdwards Lifesciences Corporation$23.88Mreported value+9.6K shares+5.9%ORLYO Reilly Automotive Inc$23.21Mreported value+1.0K shares+1.1%CACCCredit Acceptance Corp$21.14Mreported value+4.6K shares+7.7%MTBM&T Bank Corporation$20.56Mreported value+628 shares+0.6%FWONKLiberty Media Corporation$20.14Mreported value+15.1K shares+2.4%FBINFortune Brands Innovations, Inc.$18.16Mreported value+827 shares+0.3%WFCWells Fargo & Company/mn$17.73Mreported value+4.3K shares+1.3%TJXThe Tjx Companies, Inc.$446.0Kreported value+3.3K shares+155.3%