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 |