HoldingsChannel.com
Giverny Capital Inc. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY B NEW      $152,715
     BRK.B830,819-59,955$151,899
     BRK.A3UNCH$816
CARMAX INC 1,102,593 -67,385 $59,353
     KMX1,102,593-67,385$59,353
AMETEK INC 727,694 -105,154 $52,409
     AME727,694-105,154$52,409
VISA INC CLASS A 293,788 -20,770 $47,335
     V293,788-20,770$47,335
PROGRESSIVE CORP OHIO 564,538 +115,149 $41,685
     PGR564,538+115,149$41,685
ALPHABET INC CL C 34,142 -2,361 $39,701
     GOOG34,142-2,361$39,701
MARKEL CORP HOLDING 41,199 +2,187 $38,228
     MKL41,199+2,187$38,228
NVR INC 13,878 -1,218 $35,654
     NVR13,878-1,218$35,654
KEYSIGHT TECHNOLOGIES INC 395,345 -2,625 $33,082
     KEYS395,345-2,625$33,082
HEICO CORP CLASS A      $30,703
     HEI.A480,490-21,219$30,703
SCHWAB CHARLES CORP 887,497 -64,380 $29,838
     SCHW887,497-64,380$29,838
JP MORGAN CHASE & CO 322,693 -17,332 $29,052
     JPM322,693-17,332$29,052
FACEBOOK INC CL A 169,415 -13,821 $28,258
     FB169,415-13,821$28,258
BANK OF AMERICA 1,300,157 +336,010 $27,602
     BAC1,300,157+336,010$27,602
EDWARDS LIFESCIENCES CORP 118,426 -10,089 $22,338
     EW118,426-10,089$22,338
FORTUNE BRNDS HME&SEC 504,435 -124,879 $21,817
     FBHS504,435-124,879$21,817
FIVE BELOW INC 261,868 +258,272 $18,430
     FIVE261,868+258,272$18,430
DISNEY WALT COMPANY 183,610 -16,330 $17,737
     DIS183,610-16,330$17,737
AUTOHOME INC 173,150 +173,150 $12,297
     ATHM173,150+173,150$12,297
LITTELFUSE INC 58,570 -57,800 $7,814
     LFUS58,570-57,800$7,814
ALPHABET INC CL A 6,627 +257 $7,700
     GOOGL6,627+257$7,700
UNION PACIFIC CORP 51,978 -109,966 $7,331
     UNP51,978-109,966$7,331
HEALTH CARE SERVICES GRP 294,626 -25,084 $7,045
     HCSG294,626-25,084$7,045
BANK OZK 355,481 -31,099 $5,937
     OZK355,481-31,099$5,937
SLEEP NUMBER CORP 216,108 +216,108 $4,141
     SNBR216,108+216,108$4,141
SPDR S&P 500 ETF (SPY) 5,295 UNCH $1,365
     SPY5,295UNCH$1,365
LULULEMON ATHLETICA INC 4,645 UNCH $880
     LULU4,645UNCH$880
APPLE INC 2,358 +231 $600
     AAPL2,358+231$600
OLD DOMINION FREIGHT LINE 4,067 +1,355 $534
     ODFL4,067+1,355$534
MASTERCARD INC CL A 1,941 UNCH $469
     MA1,941UNCH$469
TJX COMPANIES INC 8,892 -80 $425
     TJX8,892-80$425
ROPER TECHNOLOGIES INC 1,245 UNCH $388
     ROP1,245UNCH$388
SS&C TECHNOLOGIES HLDGS INC 7,895 +7,895 $346
     SSNC7,895+7,895$346
BROOKFIELD ASSET MGT A LV 11,634 -1,304 $343
     BAM11,634-1,304$343
SOUTHWEST AIRLINES CO 8,348 UNCH $297
     LUV8,348UNCH$297
LIBERTY MEDIA C LIB FORM 10,630 UNCH $289
     FWONK10,630UNCH$289
FASTENAL CO 8,954 +800 $280
     FAST8,954+800$280
DELTA AIR LINES INC DEL 9,296 +9,296 $265
     DAL9,296+9,296$265
KNIGHT SWIFT TRANSPORT A 8,046 UNCH $264
     KNX8,046UNCH$264

See Full List: All Stocks Held By Giverny Capital Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Giverny Capital Inc.

Size ($ in 1000's)
At 03/31/2020: $785,192
At 12/31/2019: $1,105,029

Giverny Capital Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Giverny Capital Inc. 13F filings. Link to 13F filings: SEC filings

Giverny Capital Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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