Institution Information
Reportee Signature Date Report period Total Entries Total Value($)
GIVERNY CAPITAL INC 08-13-2019 06-30-2019 39 989,962,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%)
BERKSHIRE HATHAWAY-B-NEW CL B NEW 1 $184,273,000 864,443 18.61 864,443 +Inf
BERKSHIRE HATHAWAY-B-NEW CL B Liquidated $0 0 19.18 21.75 24,107 2.98
CARMAX INC COM 3 $105,942,000 1,220,105 10.70 9.52 31,307 2.63
AMETEK INC COM 4 $72,024,000 792,865 7.28 7.26 30,238 3.96
VISA INC CLASS-A COM CL A 5 $53,760,000 309,767 5.43 309,767 +Inf
HEICO CORP CLASS A CL A 6 $50,282,000 486,432 5.08 4.56 13,855 2.93
NVR INC COM 7 $48,235,000 14,312 4.87 4.35 593 4.32
VISA INC CLASS-A CL A Liquidated $0 0 5.42 5.18 4,743 1.59
MARKEL CORP HOLDING COM 9 $41,289,000 37,894 4.17 4.17 1,371 3.75
ALPHABET INC CL-C CL C Liquidated $0 0 4.62 4.67 153 0.45
ALPHABET INC CL-C CAP STK CL C 11 $37,951,000 35,110 3.83 35,110 +Inf
JP MORGAN CHASE & CO COM 12 $37,342,000 334,011 3.77 3.69 15,896 5.00
SCHWAB CHARLES CORP COM 13 $37,304,000 928,197 3.77 3.62 191,073 25.92
FORTUNE BRNDS HME&SEC COM 14 $35,368,000 619,083 3.57 3.26 22,090 3.70
FACEBOOK INC CL-A CL A 15 $33,450,000 173,316 3.38 3.15 8,743 5.31
DISNEY WALT COMPANY COM 16 $27,463,000 196,672 2.77 2.42 6,816 3.59
UNION PACIFIC CORP COM 17 $26,929,000 159,239 2.72 3.01 2,429 1.55
BANK OF AMERICA COM 18 $25,549,000 881,006 2.58 2.36 134,090 17.95
KEYSIGHT TECHNOLOGIES INC COM 19 $25,461,000 283,501 2.57 1.16 167,411 144.21
MOHAWK INDS INC COM 20 $24,835,000 168,409 2.51 3.21 -53,500 -24.11
EDWARDS LIFESCIENCES CORP COM 21 $23,460,000 126,990 2.37 2.72 3,067 2.47
M & T BANK CORP COM 22 $23,059,000 135,586 2.33 2.28 9,143 7.23
BANK OZK COM 23 $21,995,000 730,979 2.22 2.31 36,307 5.23
LITTELFUSE INC COM 24 $20,189,000 114,120 2.04 2.28 5,330 4.90
O'REILLY AUTOMOTIVE COM 25 $10,081,000 27,297 1.02 1.28 -1,514 -5.25
HEALTH CARE SERVICES GRP COM 26 $9,511,000 313,678 0.96 1.09 26,344 9.17
ALPHABET INC CL-A CL A Liquidated $0 0 0.81 0.78 328 5.82
ALPHABET INC CL-A CAP STK CL A 28 $6,348,000 5,863 0.64 5,863 +Inf
SPDR S&P 500 ETF TR UNIT 29 $1,551,000 5,295 0.16 0.17 0 0.00
BERKSHIRE HATHAWAY-A-NEW CL A 30 $955,000 3 0.10 0.10 0 0.00
LULULEMON ATHLETICA INC COM 31 $837,000 4,645 0.08 0.09 0 0.00
BROOKFIELD ASSET MGT-A LV CL A LTD VT SH 32 $618,000 12,938 0.06 12,938 +Inf
BROOKFIELD ASSET MGT-A LV CL A Liquidated $0 0 0.07 0.07 0 0.00
MASTERCARD INC CL-A CL A 34 $539,000 2,039 0.05 0.06 0 0.00
TJX COMPANIES INC COM 35 $494,000 9,341 0.05 0.06 0 0.00
ROPER TECHNOLOGIES INC COM 36 $456,000 1,245 0.05 0.05 0 0.00
FIVE BELOW INC COM 37 $432,000 3,596 0.04 0.05 0 0.00
APPLE INC COM 38 $421,000 2,127 0.04 0.05 0 0.00
OLD DOMINION FREIGHT LINE COM 39 $405,000 2,712 0.04 0.04 135 5.24
LIBERTY MEDIA-C LIB FORM CL C 40 $398,000 10,630 0.04 0.11 -15,616 -59.50
FASTENAL CO COM 41 $266,000 8,154 0.03 0.03 4,077 100.00
KNIGHT-SWIFT TRANSPORT-A CL A 42 $264,000 8,046 0.03 0.03 303 3.91
SOUTHWEST AIRLINES CO COM 43 $220,000 4,334 0.02 0.02 373 9.42
BALCHEM CORP COM Liquidated $0 0 0.02 2,266 +Inf
LKQ CORP COM 45 $6,000 220 0.00 1.36 -417,056 -99.95
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