Giverny Capital Inc. Buys Bank of America Corporation, Keysight Technologies Inc, Healthcare Services Group Inc, Sells Liberty Formula One Group, O'Reilly Automotive Inc, Balchem Corp

Investment company Giverny Capital Inc. buys Bank of America Corporation, Keysight Technologies Inc, Healthcare Services Group Inc, Facebook Inc, Roper Technologies Inc, Old Dominion Freight Lines Inc, Knight-Swift Transportation Holdings Inc, sells Liberty Formula One Group, O'Reilly Automotive Inc, Balchem Corp during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Giverny Capital Inc.. As of 2019Q1, Giverny Capital Inc. owns 39 stocks with a total value of $872 million. These are the details of the buys and sells.

For the details of Giverny Capital Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/giverny+capital+inc./current-portfolio/portfolio

These are the top 5 holdings of Giverny Capital Inc.
  1. Berkshire Hathaway Inc (BRK.B) - 832,125 shares, 19.18% of the total portfolio. Shares added by 2.98%
  2. CarMax Inc (KMX) - 1,188,798 shares, 9.52% of the total portfolio. Shares added by 2.87%
  3. AMETEK Inc (AME) - 762,627 shares, 7.26% of the total portfolio. Shares reduced by 0.39%
  4. Visa Inc (V) - 302,505 shares, 5.42% of the total portfolio. Shares added by 1.59%
  5. Alphabet Inc (GOOG) - 34,346 shares, 4.62% of the total portfolio. Shares added by 0.45%
New Purchase: Bank of America Corporation (BAC)

Giverny Capital Inc. initiated holding in Bank of America Corporation. The purchase prices were between $24.56 and $29.82, with an estimated average price of $28.23. The stock is now traded at around $28.62. The impact to a portfolio due to this purchase was 2.36%. The holding were 746,916 shares as of .

New Purchase: Keysight Technologies Inc (KEYS)

Giverny Capital Inc. initiated holding in Keysight Technologies Inc. The purchase prices were between $58.32 and $87.53, with an estimated average price of $77.3. The stock is now traded at around $83.79. The impact to a portfolio due to this purchase was 1.16%. The holding were 116,090 shares as of .

New Purchase: Roper Technologies Inc (ROP)

Giverny Capital Inc. initiated holding in Roper Technologies Inc. The purchase prices were between $258.8 and $341.97, with an estimated average price of $302.79. The stock is now traded at around $351.63. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,245 shares as of .

New Purchase: Old Dominion Freight Lines Inc (ODFL)

Giverny Capital Inc. initiated holding in Old Dominion Freight Lines Inc. The purchase prices were between $118.89 and $152.61, with an estimated average price of $140.01. The stock is now traded at around $144.29. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,577 shares as of .

New Purchase: Knight-Swift Transportation Holdings Inc (KNX)

Giverny Capital Inc. initiated holding in Knight-Swift Transportation Holdings Inc. The purchase prices were between $25.07 and $34.77, with an estimated average price of $31.76. The stock is now traded at around $30.55. The impact to a portfolio due to this purchase was 0.03%. The holding were 7,743 shares as of .

Added: Healthcare Services Group Inc (HCSG)

Giverny Capital Inc. added to a holding in Healthcare Services Group Inc by 3000.95%. The purchase prices were between $30.91 and $44.09, with an estimated average price of $38.45. The stock is now traded at around $33.43. The impact to a portfolio due to this purchase was 1.05%. The holding were 287,334 shares as of .

Added: Facebook Inc (FB)

Giverny Capital Inc. added to a holding in Facebook Inc by 40.82%. The purchase prices were between $131.09 and $173.37, with an estimated average price of $158.51. The stock is now traded at around $180.73. The impact to a portfolio due to this purchase was 0.91%. The holding were 164,573 shares as of .

Sold Out: Balchem Corp (BCPC)

Giverny Capital Inc. sold out a holding in Balchem Corp. The sale prices were between $76.21 and $95.45, with an estimated average price of $86.1.

Reduced: Liberty Formula One Group (FWONK)

Giverny Capital Inc. reduced to a holding in Liberty Formula One Group by 96.06%. The sale prices were between $30.43 and $35.28, with an estimated average price of $32.36. The stock is now traded at around $37.49. The impact to a portfolio due to this sale was -2.58%. Giverny Capital Inc. still held 26,246 shares as of .

Reduced: O'Reilly Automotive Inc (ORLY)

Giverny Capital Inc. reduced to a holding in O'Reilly Automotive Inc by 42.55%. The sale prices were between $335.67 and $388.47, with an estimated average price of $362.8. The stock is now traded at around $353.81. The impact to a portfolio due to this sale was -0.97%. Giverny Capital Inc. still held 28,811 shares as of .



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