Giverny Capital Q4 2020 13F Holdings

Giverny Capital Q4 2020 holdings
TickerName ValueShares↓ Weighting
BRKB BERKSHIRE HATHAWAY-B-NEWcl b newAdd  $160,064
11.5%
690,317
2.4%
12.28%
-6.7%
KMX CARMAX INCAdd  $105,411
6.3%
1,115,937
3.5%
8.08%
-11.1%
AME AMETEK INCReduce  $86,174
14.7%
712,537
-5.7%
6.61%
-4.1%
V VISA INC CLASS-AAdd  $66,758
10.8%
305,206
1.3%
5.12%
-7.3%
GOOG ALPHABET INC CL-Ccap stk cl cAdd  $64,914
22.2%
37,054
2.5%
4.98%
2.2%
PGR PROGRESSIVE CORP OHIOAdd  $64,690
11.2%
654,224
6.5%
4.96%
-7.0%
HEIA HEICO CORP CLASS Acl aAdd  $62,756
35.0%
536,099
2.3%
4.81%
12.9%
FB FACEBOOK INC CL-Acl aAdd  $59,983
8.2%
219,590
3.7%
4.60%
-9.5%
NVR NVR INCAdd  $58,330
2.3%
14,297
2.4%
4.47%
-14.4%
KEYS KEYSIGHT TECHNOLOGIES INCAdd  $53,389
35.7%
404,190
1.5%
4.09%
13.5%
SCHW SCHWAB CHARLES CORPAdd  $52,925
52.1%
997,825
3.9%
4.06%
27.3%
FIVE FIVE BELOW INCAdd  $52,126
41.5%
297,896
2.7%
4.00%
18.4%
MKL MARKEL CORP HOLDINGAdd  $48,309
10.9%
46,752
4.5%
3.71%
-7.2%
FBHS FORTUNE BRNDS HME&SECAdd  $44,231
1.7%
515,998
2.7%
3.39%
-14.9%
JPM JP MORGAN CHASE & COAdd  $43,917
35.6%
345,615
2.7%
3.37%
13.4%
BAC BANK OF AMERICAAdd  $38,726
27.4%
1,277,648
1.2%
2.97%
6.5%
EW EDWARDS LIFESCIENCES CORPAdd  $35,380
18.7%
387,814
3.9%
2.71%
-0.7%
DIS DISNEY WALT COMPANYAdd  $34,142
51.9%
188,443
4.0%
2.62%
27.0%
ICE INTERCONTINENTAL EXCHANGEAdd  $31,701
18.9%
274,971
3.2%
2.43%
-0.6%
ATHM AUTOHOME INC CL-A ADRsp adr rp cl aAdd  $31,407
67.9%
315,266
61.8%
2.41%
40.5%
SNBR SLEEP NUMBER CORPAdd  $26,994
158.6%
329,758
54.5%
2.07%
116.3%
GOOGL ALPHABET INC CL-Acap stk cl aAdd  $14,971
31.2%
8,542
9.7%
1.15%
9.7%
OZK BANK OZKAdd  $11,135
48.3%
356,092
1.1%
0.85%
24.1%
HCSG HEALTH CARE SERVICES GRPAdd  $10,168
32.4%
361,849
1.4%
0.78%
10.7%
SSNC SS&C TECHNOLOGIES INCAdd  $6,102
41.0%
83,871
17.3%
0.47%
17.9%
ANET ARISTA NETWORKS INCAdd  $4,742
63.2%
16,319
16.2%
0.36%
36.5%
MA MASTERCARD INC CL-Acl aAdd  $3,443
23.2%
9,645
16.7%
0.26%
3.0%
CACC CREDIT ACCEPTANCE CORPAdd  $3,377
24.3%
9,757
21.6%
0.26%
4.0%
LBRDK LIBERTY BROADBAND CORPAdd  $3,294
28.6%
20,797
16.0%
0.25%
7.6%
BRKA BERKSHIRE HATHAWAY-Acl a  $2,783
8.7%
80.0%0.21%
-9.1%
FRC FIRST REP BK SAN FRANC...Add  $2,743
51.5%
18,671
12.5%
0.21%
26.7%
TJX TJX COMPANIES INCAdd  $2,733
38.7%
40,027
13.1%
0.21%
16.0%
SPY SPDR S&P 500 ETFtr unitReduce  $1,846
4.1%
4,937
-6.8%
0.14%
-12.9%
J JACOBS ENGR GROUP INCAdd  $1,746
21.5%
16,022
3.5%
0.13%
1.6%
LULU LULULEMON ATHLETICA INC  $1,606
5.7%
4,6150.0%0.12%
-11.6%
AAPL APPLE INCAdd  $1,580
44.7%
11,904
26.2%
0.12%
21.0%
AMZN AMAZON COM INCReduce  $1,518
-6.8%
466
-9.9%
0.12%
-22.0%
TSM TAIWAN SEMICON MAN SP/ADRsponsored adsReduce  $1,022
1.7%
9,377
-24.4%
0.08%
-14.9%
MSFT MICROSOFT CORPAdd  $796
7.3%
3,578
1.4%
0.06%
-10.3%
ODFL OLD DOMINION FREIGHT LINE  $794
7.9%
4,0670.0%0.06%
-9.8%
LFUS LITTELFUSE INCReduce  $710
-93.0%
2,788
-95.2%
0.05%
-94.2%
BAM BROOKFIELD ASSET MGT-A LVcl a ltd vt sh  $701
24.7%
16,9890.0%0.05%
4.3%
SBUX STARBUCKS CORP  $677
24.4%
6,3270.0%0.05%
4.1%
SLV ISHARES SILVER TRishares  $565
13.5%
23,0000.0%0.04%
-5.1%
ROP ROPER TECHNOLOGIES INC  $537
9.1%
1,2450.0%0.04%
-8.7%
FAST FASTENAL CO  $437
8.2%
8,9540.0%0.03%
-9.5%
NVO NOVO-NORDISK A/S-ADRadr  $433
0.7%
6,2000.0%0.03%
-15.8%
W WAYFAIR INCcl aReduce  $344
-72.7%
1,525
-64.8%
0.03%
-77.2%
KNX KNIGHT-SWIFT TRANSPORT-Acl a  $336
2.8%
8,0460.0%0.03%
-14.1%
ISRG INTUITIVE SURGICAL  $110
14.6%
1350.0%0.01%
-4.2%
RMD RESMED INC  $93
24.0%
4370.0%0.01%
3.7%
RBA RITCHIE BROTHERS AUCTIONR  $74
17.5%
1,0700.0%0.01%
-1.8%
LLY ELI LILLY & CO  $73
14.1%
4320.0%0.01%
-4.6%
LBRDA LIBERTY BROADBAND CO ...Sold out  $0-1,205-0.02%