13F filing recap · Q2 2019
What did Giverny Capital buy in Q2 2019?
Reported stock-position changes between this filing and the previous one.
Stock value
$989.96M
Positions
39
Estimated turnover
8.3%
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$184.27Mreported value+32.3K shares+3.9%KMXCarmax, Inc.$105.94Mreported value+31.3K shares+2.6%AMEAmetek, Inc.$72.02Mreported value+30.2K shares+4.0%VVisa Inc.$53.76Mreported value+7.3K shares+2.4%HEI.AHeico Corporation$50.28Mreported value+13.9K shares+2.9%NVRNvr, Inc.$48.23Mreported value+593 shares+4.3%MKLMarkel Group Inc.$41.29Mreported value+1.4K shares+3.8%GOOGAlphabet Inc.$37.95Mreported value+764 shares+2.2%JPMJPMorgan Chase & Co$37.34Mreported value+15.9K shares+5.0%SCHWSchwab Charles Corp$37.30Mreported value+191.1K shares+25.9%FBINFortune Brands Innovations, Inc.$35.37Mreported value+22.1K shares+3.7%METAMeta Platforms, Inc.$33.45Mreported value+8.7K shares+5.3%DISWalt Disney Co/$27.46Mreported value+6.8K shares+3.6%UNPUnion Pacific Corp$26.93Mreported value+2.4K shares+1.5%BACBank of America Corp$25.55Mreported value+134.1K shares+18.0%KEYSKeysight Technologies, Inc.$25.46Mreported value+167.4K shares+144.2%EWEdwards Lifesciences Corporation$23.46Mreported value+3.1K shares+2.5%MTBM&T Bank Corporation$23.06Mreported value+9.1K shares+7.2%OZKBank Ozk$22.00Mreported value+36.3K shares+5.2%LFUSLittelfuse Inc /de$20.19Mreported value+5.3K shares+4.9%HCSGHealthcare Services Group, Inc.$9.51Mreported value+26.3K shares+9.2%ODFLOld Dominion Freight Line, Inc.$405.0Kreported value+135 shares+5.2%FASTFastenal Co$266.0Kreported value+4.1K shares+100.0%KNXKnight-Swift Transportation Holdings Inc.$264.0Kreported value+303 shares+3.9%LUVSouthwest Airlines Co.$220.0Kreported value+373 shares+9.4%