GC

Giverny Capital Inc.

13F
Giverny Capital Inc.
Last update 2024-08-23 50 Stocks (2 new)
Value $2.37 Bil Turnover 4 %
Countries:
Top Holdings: BRK.B(8.33%)AME(6.60%)META(6.34%)HEI.A(5.43%)GOOG(5.02%)
Portfolio Report
Summary Stock Picks Current Portfolio
Giverny Capital Inc. Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.B 		Berkshire Hathaway Inc
484,470
197082.400
+0.94%
8.330
+0.08%
0.020
+7.58%
+24.79%
959232.641
Insurance
AME 		AMETEK Inc
936,696
156156.590
+0.94%
6.600
+0.06%
0.400
+17.86%
+10.92%
42102.624
Industrial Products
META 		Meta Platforms Inc
297,713
150112.850
+0.64%
6.340
+0.04%
0.010
+20.44%
+62.21%
1445092.971
Interactive Media
HEI.A 		Heico Corp
723,697
128470.690
+0.65%
5.430
+0.04%
0.520
+11.51%
+39.42%
30488.765
Aerospace & Defense
GOOG 		Alphabet Inc
647,436
118752.710
+0.25%
5.020
+0.01%
0.010
+6.84%
+21.93%
2087029.120
Interactive Media
KMX 		CarMax Inc
1,594,948
116973.490
+0.79%
4.940
+0.04%
1.020
-1.11%
-3.74%
11444.261
Vehicles & Parts
PGR 		Progressive Corp
534,821
111087.670
+0.84%
4.690
+0.04%
0.090
+17.67%
+56.74%
145322.260
Insurance
V 		Visa Inc
386,967
101567.230
+1.25%
4.290
+0.05%
0.020
+14.60%
+13.30%
569477.114
Credit Services
NVR 		NVR Inc
13,179
100009.630
+0.31%
4.230
+0.01%
0.430
+14.26%
+35.07%
28971.429
Homebuilding & Construction
IBP 		Installed Building Products Inc
471,552
96988.820
+0.97%
4.100
+0.04%
1.670
+4.45%
+28.46%
6565.924
Homebuilding & Construction

Giverny Capital Inc.'s Historical Top Holdings Breakdowns

Giverny Capital Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MKL 		Markel Group Inc2024-06-30Reduce
-2.42%
●
1423.66 ($1552.86) 1663.21
$1,558.85
0.39%
Reduce -48.51%
41,471
-39,078
BKNG 		Booking Holdings Inc2024-06-30Add
+1.46%
●
3414.82 ($3703.02) 4014.38
$4,914.98
32.73%
Add 77.11%
20,003
8,709
SBUX 		Starbucks Corp2024-06-30Add
+1.13%
●
72.5 ($81.44) 91.53
$97.09
19.22%
Add 92.61%
715,626
344,075
COHR 		Coherent Corp2024-06-30Sold Out
-0.29%
●
49.26 ($60.12) 73.98
$93.57
55.64%
Sold Out
0
-116,314
KNSL 		Kinsale Capital Group Inc2024-06-30Add
+0.24%
●
358 ($405.98) 512.65
$428.88
5.64%
Add 85.94%
32,744
15,134
FIVE 		Five Below Inc2024-06-30Add
+0.14%
●
108.97 ($138.48) 178.88
$93.69
-32.34%
Add 4.6%
697,875
30,685
GOOGL 		Alphabet Inc2024-06-30Add
+0.13%
●
150.53 ($168.57) 185.41
$169.74
0.69%
Add 5.95%
310,083
17,419
BRK.B 		Berkshire Hathaway Inc2024-06-30Add
+0.08%
●
396.73 ($408.62) 420.24
$445.06
8.92%
Add 0.94%
484,470
4,495
ADI 		Analog Devices Inc2024-06-30Add
+0.07%
●
183.36 ($213.37) 240.16
$217.60
1.98%
Add 3.63%
200,423
7,022
AME 		AMETEK Inc2024-06-30Add
+0.06%
●
163.34 ($172.74) 182.22
$182.02
5.37%
Add 0.94%
936,696
8,719

Giverny Capital Inc. Total Holding History ($B)

To

Giverny Capital Inc.'s Asset Allocation

To

Giverny Capital Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Giverny Capital Inc.'s Hypothetical Growth since 2024-06-30

Giverny Capital Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Giverny Capital Inc.'s Holdings Heat Map

Size field:

Giverny Capital Inc.'s Holdings Bubble Chart

Giverny Capital Inc. News

  • 1

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