Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
GIVERNY CAPITAL INC 11-14-2019 09-30-2019 39 1,003,162,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
BERKSHIRE HATHAWAY-B-NEW CL B NEW 1 $181,179,000 870,968 18.06 18.61 6,525 0.75 09-30-2019
BERKSHIRE HATHAWAY-B-NEW CL B Liquidated $0 0 19.18 832,125 +Inf 06-30-2019
CARMAX INC COM 3 $107,634,000 1,223,108 10.73 10.70 3,003 0.25 09-30-2019
AMETEK INC COM 4 $73,219,000 797,424 7.30 7.28 4,559 0.58 09-30-2019
NVR INC COM 5 $53,753,000 14,460 5.36 4.87 148 1.03 09-30-2019
VISA INC CLASS-A COM CL A 6 $53,243,000 309,533 5.31 5.43 -234 -0.08 09-30-2019
VISA INC CLASS-A CL A Liquidated $0 0 5.42 302,505 +Inf 06-30-2019
HEICO CORP CLASS A CL A 8 $47,212,000 485,174 4.71 5.08 -1,258 -0.26 09-30-2019
MARKEL CORP HOLDING COM 9 $45,281,000 38,312 4.51 4.17 418 1.10 09-30-2019
ALPHABET INC CL-C CAP STK CL C 10 $43,429,000 35,627 4.33 3.83 517 1.47 09-30-2019
ALPHABET INC CL-C CL C Liquidated $0 0 4.62 34,346 +Inf 06-30-2019
JP MORGAN CHASE & CO COM 12 $39,754,000 337,782 3.96 3.77 3,771 1.13 09-30-2019
SCHWAB CHARLES CORP COM 13 $39,160,000 936,161 3.90 3.77 7,964 0.86 09-30-2019
FORTUNE BRNDS HME&SEC COM 14 $33,955,000 620,746 3.38 3.57 1,663 0.27 09-30-2019
FACEBOOK INC CL-A CL A 15 $31,512,000 176,952 3.14 3.38 3,636 2.10 09-30-2019
KEYSIGHT TECHNOLOGIES INC COM 16 $29,182,000 300,068 2.91 2.57 16,567 5.84 09-30-2019
EDWARDS LIFESCIENCES CORP COM 17 $27,980,000 127,233 2.79 2.37 243 0.19 09-30-2019
BANK OF AMERICA COM 18 $27,587,000 945,735 2.75 2.58 64,729 7.35 09-30-2019
UNION PACIFIC CORP COM 19 $25,919,000 160,011 2.58 2.72 772 0.48 09-30-2019
DISNEY WALT COMPANY COM 20 $25,637,000 196,724 2.56 2.77 52 0.03 09-30-2019
M & T BANK CORP COM 21 $21,810,000 138,067 2.17 2.33 2,481 1.83 09-30-2019
PROGRESSIVE CORP OHIO COM 22 $20,722,000 268,243 2.07 268,243 +Inf 09-30-2019
LITTELFUSE INC COM 23 $20,332,000 114,671 2.03 2.04 551 0.48 09-30-2019
BANK OZK COM 24 $19,982,000 732,756 1.99 2.22 1,777 0.24 09-30-2019
O'REILLY AUTOMOTIVE COM 25 $11,123,000 27,911 1.11 1.02 614 2.25 09-30-2019
HEALTH CARE SERVICES GRP COM 26 $7,673,000 315,908 0.76 0.96 2,230 0.71 09-30-2019
ALPHABET INC CL-A CAP STK CL A 27 $7,053,000 5,776 0.70 0.64 -87 -1.48 09-30-2019
ALPHABET INC CL-A CL A Liquidated $0 0 0.81 5,966 +Inf 06-30-2019
SPDR S&P 500 ETF TR UNIT 29 $1,571,000 5,295 0.16 0.16 0 0.00 09-30-2019
BERKSHIRE HATHAWAY-A-NEW CL A 30 $935,000 3 0.09 0.10 0 0.00 09-30-2019
LULULEMON ATHLETICA INC COM 31 $894,000 4,645 0.09 0.08 0 0.00 09-30-2019
BROOKFIELD ASSET MGT-A LV CL A LTD VT SH 32 $687,000 12,938 0.07 0.06 0 0.00 09-30-2019
MOHAWK INDS INC COM 33 $616,000 4,961 0.06 2.51 -163,448 -97.05 09-30-2019
BROOKFIELD ASSET MGT-A LV CL A Liquidated $0 0 0.07 12,938 +Inf 06-30-2019
MASTERCARD INC CL-A CL A 35 $554,000 2,039 0.06 0.05 0 0.00 09-30-2019
TJX COMPANIES INC COM 36 $506,000 9,082 0.05 0.05 -259 -2.77 09-30-2019
APPLE INC COM 37 $476,000 2,127 0.05 0.04 0 0.00 09-30-2019
OLD DOMINION FREIGHT LINE COM 38 $461,000 2,712 0.05 0.04 0 0.00 09-30-2019
FIVE BELOW INC COM 39 $453,000 3,596 0.05 0.04 0 0.00 09-30-2019
ROPER TECHNOLOGIES INC COM 40 $444,000 1,245 0.04 0.05 0 0.00 09-30-2019
LIBERTY MEDIA-C LIB FORM CL C 41 $442,000 10,630 0.04 0.04 0 0.00 09-30-2019
KNIGHT-SWIFT TRANSPORT-A CL A 42 $292,000 8,046 0.03 0.03 0 0.00 09-30-2019
FASTENAL CO COM 43 $266,000 8,154 0.03 0.03 0 0.00 09-30-2019
SOUTHWEST AIRLINES CO COM 44 $234,000 4,334 0.02 0.02 0 0.00 09-30-2019
LKQ CORP COM Liquidated $0 0 0.00 1.36 -417,056 -99.95 09-30-2019
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