Giverny Capital

Q1 2015 13F · by François Rochon, CEO

Picture100.0% US stock

Full picture · of what this 13F reports is US stock

First filing on record. Nothing to compare against.

Concentrated · behaves like 15 equal-sized positions

Turnover · first filing on record


BRK.BBERKSHIRE HATHAWAY Class B	15.61%	494,074	$71M	held	—	new
KMXCarMax Inc.	7.66%	506,751	$35M	held	—	new
DISThe Walt Disney Company	7.49%	326,079	$34M	held	—	new
WFCWells Fargo & Co.	7.34%	616,282	$34M	held	—	new
unresolvedBank Of The Ozarks Inc	6.86%	848,010	$31M	held	—	new
unresolvedValeant Pharmaceuticals Intl	6.70%	154,080	$31M	held	—	new
LKQLKQ Corporation	5.87%	1,049,659	$27M	held	—	new
MTBM&T Bank Corp.	4.63%	166,386	$21M	held	—	new
VVISA Inc.	4.10%	286,353	$19M	held	—	new
MKLMarkel Group Inc.	3.98%	23,646	$18M	held	—	new
ORLYO'Reilly Automotive, Inc.	3.83%	80,801	$17M	held	—	new
unresolvedPrecision Castparts Corp	3.73%	81,075	$17M	held	—	new
UNPUnion Pacific Corp.	3.55%	149,720	$16M	held	—	new
IBMInternational Business Machines Corporation	3.25%	92,587	$15M	held	—	new
MHKMohawk Industries, Inc.	3.20%	78,763	$15M	held	—	new
unresolvedCabelas Inc. Cl A	2.76%	224,787	$13M	held	—	new
unresolvedBuffalo Wild Wings Inc	2.66%	67,029	$12M	held	—	new
FASTFastenal Co	2.20%	242,490	$10M	held	—	new
PRAAPRA Group, Inc.	1.98%	166,648	$9M	held	—	new
GOOGAlphabet Inc. Class C	1.43%	11,889	$7M	held	—	new
unresolvedGoogle Inc.	0.78%	6,399	$4M	held	—	new
STNStantec, Inc.	0.21%	40,394	$965,000	held	—	new
unresolvedBrookfield Asset Mgmt Inc	0.11%	9,255	$496,000	held	—	new
MAMastercard Incorporated	0.08%	4,180	$361,000	held	—	new