Giverny Capital as of Dec. 31, 2024
Portfolio Holdings for Giverny Capital
Giverny Capital holds 62 positions in its portfolio as reported in the December 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) | 8.4 | $229M | 506k | 453.28 | |
| Meta Platforms Cl A (META) | 6.7 | $185M | 315k | 585.51 | |
| Ametek (AME) | 6.4 | $176M | 975k | 180.26 | |
| Alphabet Inc C Cap Stk Cl C (GOOG) | 5.3 | $144M | 755k | 190.44 | |
| Heico Corp Cl A (HEI.A) | 5.0 | $138M | 742k | 186.08 | |
| CarMax (KMX) | 5.0 | $138M | 1.7M | 81.76 | |
| Progressive Corporation (PGR) | 4.8 | $131M | 546k | 239.61 | |
| Fiserv (FI) | 4.7 | $130M | 630k | 205.42 | |
| Visa Com Cl A (V) | 4.6 | $125M | 396k | 316.04 | |
| NVR (NVR) | 4.1 | $111M | 14k | 8178.90 | |
| Booking Holdings (BKNG) | 3.8 | $105M | 21k | 4968.42 | |
| Installed Bldg Prods (IBP) | 3.2 | $89M | 505k | 175.25 | |
| Medpace Hldgs (MEDP) | 2.8 | $78M | 234k | 332.23 | |
| Five Below (FIVE) | 2.8 | $77M | 732k | 104.96 | |
| Markel Corp Common Stock (MKL) | 2.7 | $75M | 43k | 1726.23 | |
| Charles Schwab Corporation (SCHW) | 2.6 | $70M | 948k | 74.01 | |
| M&T Bank Corporation (MTB) | 2.5 | $69M | 368k | 188.01 | |
| Starbucks Corporation (SBUX) | 2.5 | $68M | 749k | 91.25 | |
| Lululemon Athletica (LULU) | 2.0 | $55M | 143k | 382.41 | |
| Bank Ozk (OZK) | 2.0 | $54M | 1.2M | 44.53 | |
| Keysight Technologies (KEYS) | 1.9 | $53M | 332k | 160.63 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $49M | 257k | 189.30 | |
| Arista Networks | 1.7 | $45M | 410k | 110.53 | |
| Bank of America Corporation (BAC) | 1.6 | $44M | 1.0M | 43.95 | |
| Kinsale Cap Group (KNSL) | 1.5 | $42M | 91k | 465.13 | |
| Analog Devices (ADI) | 1.3 | $37M | 172k | 212.46 | |
| Fortune Brands (FBIN) | 1.2 | $32M | 463k | 68.33 | |
| Brown & Brown (BRO) | 1.1 | $30M | 295k | 102.02 | |
| Walt Disney Company (DIS) | 1.0 | $28M | 248k | 111.35 | |
| Floor & Decor Hldgs Cl A (FND) | 0.9 | $23M | 234k | 99.70 | |
| Littelfuse (LFUS) | 0.7 | $19M | 81k | 235.65 | |
| Credit Acceptance (CACC) | 0.5 | $14M | 30k | 469.46 | |
| Mastercard Incorporated Cl A (MA) | 0.5 | $14M | 26k | 526.57 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $11M | 44k | 239.71 | |
| Align Technology (ALGN) | 0.3 | $9.0M | 43k | 208.51 | |
| Ferguson (FERG) | 0.2 | $5.9M | 34k | 173.57 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $5.4M | 8.00 | 680920.00 | |
| Apple (AAPL) | 0.2 | $4.3M | 17k | 250.42 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $2.9M | 15k | 197.49 | |
| Spdr S&p 500 Etf Etf (SPY) | 0.1 | $2.8M | 4.8k | 586.08 | |
| Capital One Financial (COF) | 0.1 | $2.6M | 15k | 178.32 | |
| Intercontinental Exchange (ICE) | 0.1 | $2.5M | 17k | 149.01 | |
| Yum China Holdings (YUMC) | 0.1 | $1.7M | 36k | 48.17 | |
| Copart (CPRT) | 0.1 | $1.6M | 28k | 57.39 | |
| Birkenstock Holding (BIRK) | 0.1 | $1.6M | 27k | 56.66 | |
| UnitedHealth (UNH) | 0.0 | $1.2M | 2.4k | 505.86 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $1.1M | 15k | 74.76 | |
| Ishares Tr Us Home Cons Etf (ITB) | 0.0 | $1.1M | 10k | 103.39 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $1.1M | 12k | 86.02 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $1.0M | 4.2k | 242.13 | |
| Microsoft Corporation (MSFT) | 0.0 | $992k | 2.4k | 421.50 | |
| Old Dominion Freight Line (ODFL) | 0.0 | $927k | 5.3k | 176.40 | |
| Dreamfinders Homes (DFH) | 0.0 | $749k | 32k | 23.27 | |
| Ishares Silver Tr Ishares (SLV) | 0.0 | $606k | 23k | 26.33 | |
| Jacobs Engineering Group (J) | 0.0 | $587k | 4.4k | 133.62 | |
| Grayscale Bitcoin Ord (GBTC) | 0.0 | $551k | 7.4k | 74.02 | |
| Siteone Landscape Supply (SITE) | 0.0 | $495k | 3.8k | 131.77 | |
| Doubleline Shiller Enhanced Cape I Cape U.s. Eq. Etf (CAPE) | 0.0 | $319k | 11k | 29.97 | |
| Vanguard 500 Indx Etf- S&p 500 Etf Shs (VOO) | 0.0 | $315k | 584.00 | 538.81 | |
| Costco Wholesale Corporation (COST) | 0.0 | $220k | 240.00 | 916.27 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $211k | 405.00 | 521.96 | |
| Edwards Lifesciences (EW) | 0.0 | $19k | 257.00 | 74.03 |
