Giverny Capital Inc. Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$2.4T
Holdings
50
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (50 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 484,470 | $197.1B | 8.33% | |
| 2 | AMEAMETEK INC | 936,696 | $156.2B | 6.60% | |
| 3 | METAMETA PLATFORMS INC | 297,713 | $150.1B | 6.34% | |
| 4 | HEIHEICO CORP NEW | 723,697 | $128.5B | 5.43% | |
| 5 | GOOGALPHABET INC C | 647,436 | $118.8B | 5.02% | |
| 6 | KMXCARMAX INC | 1,594,948 | $117.0B | 4.94% | |
| 7 | PGRPROGRESSIVE CORP | 534,821 | $111.1B | 4.69% | |
| 8 | VVISA INC | 386,967 | $101.6B | 4.29% | |
| 9 | NVRNVR INC | 13,179 | $100.0B | 4.23% | |
| 10 | IBPINSTALLED BLDG PRODS INC | 471,552 | $97.0B | 4.10% | |
| 11 | BKNGBOOKING HOLDINGS INC. | 20,003 | $79.2B | 3.35% | |
| 12 | MEDPMEDPACE HOLDINGS INC | 188,094 | $77.5B | 3.27% | |
| 13 | FIVEFIVE BELOW INC | 697,875 | $76.0B | 3.21% | |
| 14 | FISVFISERV INC | 484,933 | $72.3B | 3.05% | |
| 15 | KEYSKEYSIGHT TECHNOLOGIES INC | 479,558 | $65.6B | 2.77% | |
| 16 | MKLMARKEL CORP | 41,471 | $65.3B | 2.76% | |
| 17 | SCHWSCHWAB CHARLES CORP | 869,813 | $64.1B | 2.71% | |
| 18 | GOOGLALPHABET INC | 310,083 | $56.5B | 2.39% | |
| 19 | SBUXSTARBUCKS CORP | 715,626 | $55.7B | 2.35% | |
| 20 | MTBM & T BK CORP | 345,262 | $52.3B | 2.21% | |
| 21 | OZKBANK OZK LITTLE ROCK ARK | 1,194,539 | $49.0B | 2.07% | |
| 22 | ADIANALOG DEVICES INC | 200,423 | $45.7B | 1.93% | |
| 23 | EWEDWARDS LIFESCIENCES CORP | 446,016 | $41.2B | 1.74% | |
| 24 | BACBANK AMERICA CORP | 986,115 | $39.2B | 1.66% | |
| 25 | LULULULULEMON ATHLETICA INC | 130,113 | $38.9B | 1.64% | |
| 26 | ANETEURARISTA NETWORKS INC | 97,619 | $34.2B | 1.45% | |
| 27 | FBINFORTUNE BRANDS HOME & SEC IN | 445,631 | $28.9B | 1.22% | |
| 28 | FNDFLOOR & DECOR HLDGS INC | 276,298 | $27.5B | 1.16% | |
| 29 | DISDISNEY WALT CO | 233,262 | $23.2B | 0.98% | |
| 30 | LFUSLITTELFUSE INC | 78,692 | $20.1B | 0.85% | |
| 31 | CACCCREDIT ACCEP CORP MICH | 25,107 | $12.9B | 0.55% | |
| 32 | KNSLKINSALE CAPITAL GROUP IN | 32,744 | $12.6B | 0.53% | |
| 33 | MAMASTERCARD INCORPORATED | 23,524 | $10.4B | 0.44% | |
| 34 | JPMJPMORGAN CHASE & CO | 40,226 | $8.1B | 0.34% | |
| 35 | AFWALIGN TECHNOLOGY INC | 29,991 | $7.2B | 0.31% | |
| 36 | FERGFERGUSON PLC NEW F | 29,765 | $5.8B | 0.24% | |
| 37 | BRK-BBERKSHIRE HATHAWAY INC DEL | 7 | $4.3B | 0.18% | |
| 38 | SPYSPDR S&P 500 ETF | 4,752 | $2.6B | 0.11% | |
| 39 | AAPLAPPLE INC | 10,027 | $2.1B | 0.09% | |
| 40 | NVONOVO-NORDISK A S | 12,400 | $1.8B | 0.07% | |
| 41 | CPRTCOPART INC | 27,484 | $1.5B | 0.06% | |
| 42 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 8,163 | $1.4B | 0.06% | |
| 43 | ITBISHARES TR | 12,562 | $1.3B | 0.05% | |
| 44 | ABNBAIRBNB INC CL-A | 7,055 | $1.1B | 0.05% | |
| 45 | GQ9SPDR GOLD TR | 4,206 | $904.3M | 0.04% | |
| 46 | ODFLOLD DOMINION FREIGHT LINE IN | 4,724 | $834.3M | 0.04% | |
| 47 | DFHDREAM FINDERS HOMES | 32,202 | $831.5M | 0.04% | |
| 48 | SLVISHARES SILVER TR | 23,000 | $611.1M | 0.03% | |
| 49 | SITESITEONE LANDSCAPE SUPPLY INC | 3,753 | $455.7M | 0.02% | |
| 50 | GBTCGRAYSCALE BITCOIN TR BTC | 7,442 | $396.2M | 0.02% |