Giverny Capital as of March 31, 2024
Portfolio Holdings for Giverny Capital
Giverny Capital holds 51 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 8.2 | $202M | 480k | 420.52 | |
| Ametek (AME) | 6.9 | $170M | 928k | 182.90 | |
| Meta Platforms Cl A (META) | 5.8 | $144M | 296k | 485.58 | |
| CarMax (KMX) | 5.6 | $138M | 1.6M | 87.11 | |
| Markel Corp Common Stock (MKL) | 5.0 | $123M | 81k | 1521.48 | |
| Five Below (FIVE) | 4.9 | $121M | 667k | 181.38 | |
| Installed Bldg Prods (IBP) | 4.9 | $121M | 467k | 258.73 | |
| Heico Corp Cl A (HEI.A) | 4.5 | $111M | 719k | 153.94 | |
| Progressive Corporation (PGR) | 4.5 | $110M | 530k | 206.82 | |
| Visa Com Cl A (V) | 4.3 | $107M | 382k | 279.08 | |
| NVR (NVR) | 4.3 | $106M | 13k | 8099.96 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.0 | $98M | 646k | 152.26 | |
| Fiserv (FI) | 3.1 | $77M | 480k | 159.82 | |
| Medpace Hldgs (MEDP) | 3.0 | $75M | 185k | 404.15 | |
| Keysight Technologies (KEYS) | 3.0 | $75M | 478k | 156.38 | |
| Charles Schwab Corporation (SCHW) | 2.5 | $62M | 861k | 72.34 | |
| Bank Ozk (OZK) | 2.2 | $53M | 1.2M | 45.46 | |
| M&T Bank Corporation (MTB) | 2.1 | $51M | 353k | 145.44 | |
| Lululemon Athletica (LULU) | 2.1 | $51M | 129k | 390.65 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $44M | 293k | 150.93 | |
| Edwards Lifesciences (EW) | 1.7 | $43M | 446k | 95.56 | |
| Booking Holdings (BKNG) | 1.7 | $41M | 11k | 3627.88 | |
| Fortune Brands (FBIN) | 1.6 | $38M | 453k | 84.67 | |
| Analog Devices (ADI) | 1.6 | $38M | 193k | 197.79 | |
| Bank of America Corporation (BAC) | 1.5 | $37M | 987k | 37.92 | |
| Floor & Decor Hldgs Cl A (FND) | 1.4 | $35M | 272k | 129.62 | |
| Starbucks Corporation (SBUX) | 1.4 | $34M | 372k | 91.39 | |
| Walt Disney Company (DIS) | 1.2 | $29M | 233k | 122.36 | |
| Arista Networks (ANET) | 1.1 | $28M | 96k | 289.89 | |
| Littelfuse (LFUS) | 0.8 | $19M | 78k | 242.35 | |
| Credit Acceptance (CACC) | 0.5 | $13M | 24k | 551.55 | |
| Mastercard Incorporated Cl A (MA) | 0.4 | $11M | 23k | 481.57 | |
| Align Technology (ALGN) | 0.4 | $9.5M | 29k | 327.92 | |
| Kinsale Cap Group (KNSL) | 0.4 | $9.2M | 18k | 524.74 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $7.9M | 39k | 200.30 | |
| Coherent Corp (COHR) | 0.3 | $7.1M | 116k | 60.62 | |
| Ferguson Plc F (FERG) | 0.3 | $6.3M | 29k | 218.43 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $4.4M | 7.00 | 634440.00 | |
| Apple (AAPL) | 0.1 | $1.7M | 10k | 171.48 | |
| Novo-nordisk A S Adr (NVO) | 0.1 | $1.6M | 12k | 128.40 | |
| Copart (CPRT) | 0.1 | $1.6M | 28k | 57.92 | |
| Ishares Tr Us Home Cons Etf (ITB) | 0.1 | $1.3M | 11k | 115.77 | |
| Airbnb Inc Cl-a Cl A (ABNB) | 0.0 | $1.2M | 7.1k | 164.96 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $1.1M | 8.2k | 136.05 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $865k | 4.2k | 205.72 | |
| Siteone Landscape Supply (SITE) | 0.0 | $655k | 3.8k | 174.55 | |
| Ishares Silver Tr Ishares (SLV) | 0.0 | $523k | 23k | 22.75 | |
| Old Dominion Freight Line (ODFL) | 0.0 | $518k | 2.4k | 219.31 | |
| Grayscale Bitcoin Ord (GBTC) | 0.0 | $470k | 7.4k | 63.17 | |
| TJX Companies (TJX) | 0.0 | $110k | 1.1k | 101.42 | |
| Ciena Corp Com New (CIEN) | 0.0 | $33k | 661.00 | 49.45 |
