Giverny Capital Inc. Buys Liberty Formula One Group, Sells Stantec Inc

GuruFocus.com
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- By insider

Investment company Giverny Capital Inc. buys Liberty Formula One Group, sells Stantec Inc during the 3-months ended 2017-06-30, according to the most recent filings of the investment company, Giverny Capital Inc.. As of 2017-06-30, Giverny Capital Inc. owns 27 stocks with a total value of $619 million. These are the details of the buys and sells.

  • New Purchases: FWONK,

  • Added Positions: BRK.B, OZRK, KMX, ORLY, UNP, WFC, MKL, V, GOOG,

  • Reduced Positions: LKQ, DIS, AME, MTB, HEI.A, STN, MHK, BAM,


For the details of Giverny Capital Inc.'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Giverny+Capital+Inc.

These are the top 5 holdings of Giverny Capital Inc.

  1. Berkshire Hathaway Inc (BRK.B) - 691,361 shares, 18.93% of the total portfolio. Shares added by 2.26%

  2. CarMax Inc (KMX) - 900,309 shares, 9.18% of the total portfolio. Shares added by 3.77%

  3. Bank of the Ozarks Inc (OZRK) - 1,173,272 shares, 8.89% of the total portfolio. Shares added by 4.65%

  4. AMETEK Inc (AME) - 675,716 shares, 6.62% of the total portfolio. Shares reduced by 13.81%

  5. Walt Disney Co (DIS) - 347,176 shares, 5.96% of the total portfolio. Shares reduced by 15.27%

New Purchase: Liberty Formula One Group (FWONK)

Giverny Capital Inc. initiated holdings in Liberty Formula One Group. The purchase prices were between $30.85 and $36.95, with an estimated average price of $34.3. The stock is now traded at around $35.21. The impact to the portfolio due to this purchase was 3.52%. The holdings were 594,065 shares as of 2017-06-30.



Here is the complete portfolio of Giverny Capital Inc.. Also check out:


1. Giverny Capital Inc.'s Undervalued Stocks

2. Giverny Capital Inc.'s Top Growth Companies, and

3. Giverny Capital Inc.'s High Yield stocks

4. Stocks that Giverny Capital Inc. keeps buyingThis article first appeared on GuruFocus.


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