Giverny Capital Inc. Q3 2023 Filing
Filed November 13, 2023
Portfolio Value
$1.8T
Holdings
57
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (57 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 476,290 | $166.8B | 9.06% | |
| 2 | AMEAMETEK INC | 897,056 | $132.5B | 7.20% | |
| 3 | MKLMARKEL CORP | 84,525 | $124.5B | 6.76% | |
| 4 | GOOGALPHABET INC | 906,324 | $119.5B | 6.49% | |
| 5 | KMXCARMAX INC | 1,520,438 | $107.5B | 5.84% | |
| 6 | FIVEFIVE BELOW INC | 644,566 | $103.7B | 5.63% | |
| 7 | HEIHEICO CORP NEW | 718,453 | $92.8B | 5.04% | |
| 8 | VVISA INC | 371,370 | $85.4B | 4.64% | |
| 9 | METAMETA PLATFORMS INC | 282,449 | $84.8B | 4.61% | |
| 10 | NVRNVR INC | 12,674 | $75.6B | 4.11% | |
| 11 | PGRPROGRESSIVE CORP | 501,431 | $69.8B | 3.79% | |
| 12 | KEYSKEYSIGHT TECHNOLOGIES INC | 469,888 | $62.2B | 3.38% | |
| 13 | FBINFORTUNE BRANDS HOME & SEC IN | 900,458 | $56.0B | 3.04% | |
| 14 | IBPINSTALLED BLDG PRODS INC | 432,898 | $54.1B | 2.94% | |
| 15 | LULULULULEMON ATHLETICA INC | 120,589 | $46.5B | 2.53% | |
| 16 | SCHWSCHWAB CHARLES CORP | 804,561 | $44.2B | 2.40% | |
| 17 | MTBM & T BK CORP | 342,119 | $43.3B | 2.35% | |
| 18 | FISVFISERV INC | 319,094 | $36.0B | 1.96% | |
| 19 | ADIANALOG DEVICES INC | 186,113 | $32.6B | 1.77% | |
| 20 | GOOGLALPHABET INC | 234,124 | $30.6B | 1.66% | |
| 21 | EWEDWARDS LIFESCIENCES CORP | 440,602 | $30.5B | 1.66% | |
| 22 | CIENCIENA CORP | 635,463 | $30.0B | 1.63% | |
| 23 | BACBANK AMERICA CORP | 1,027,404 | $28.1B | 1.53% | |
| 24 | FNDFLOOR & DECOR HLDGS INC | 283,455 | $25.7B | 1.39% | |
| 25 | COHRCOHERENT CORP | 707,710 | $23.1B | 1.25% | |
| 26 | LFUSLITTELFUSE INC | 76,018 | $18.8B | 1.02% | |
| 27 | DISDISNEY WALT CO | 230,818 | $18.7B | 1.02% | |
| 28 | ANETEURARISTA NETWORKS INC | 98,700 | $18.2B | 0.99% | |
| 29 | MBCMASTERBRAND INC | 909,378 | $11.0B | 0.60% | |
| 30 | ATHMAUTOHOME INC | 343,137 | $10.4B | 0.57% | |
| 31 | CACCCREDIT ACCEP CORP MICH | 22,104 | $10.2B | 0.55% | |
| 32 | OZKBANK OZK LITTLE ROCK ARK | 235,926 | $8.7B | 0.48% | |
| 33 | MAMASTERCARD INCORPORATED | 20,760 | $8.2B | 0.45% | |
| 34 | JPMJPMORGAN CHASE & CO | 36,606 | $5.3B | 0.29% | |
| 35 | FERGFERGUSON PLC NEW F | 26,185 | $4.3B | 0.23% | |
| 36 | BRK-BBERKSHIRE HATHAWAY INC DEL | 6 | $3.2B | 0.17% | |
| 37 | AAPLAPPLE INC | 14,349 | $2.5B | 0.13% | |
| 38 | SPYSPDR S&P 500 ETF TR | 4,752 | $2.0B | 0.11% | |
| 39 | ODFLOLD DOMINION FREIGHT LINE IN | 4,067 | $1.7B | 0.09% | |
| 40 | CPRTCOPART INC | 27,484 | $1.2B | 0.06% | |
| 41 | MSFTMICROSOFT CORP | 3,600 | $1.1B | 0.06% | |
| 42 | NVONOVO-NORDISK A S | 12,400 | $1.1B | 0.06% | |
| 43 | ITBISHARES TR | 13,962 | $1.1B | 0.06% | |
| 44 | TJXTJX COS INC NEW | 8,697 | $773.0M | 0.04% | |
| 45 | GQ9SPDR GOLD TR | 4,206 | $721.1M | 0.04% | |
| 46 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 8,240 | $716.1M | 0.04% | |
| 47 | BOOTBOOT BARN HLDGS INC | 8,253 | $670.1M | 0.04% | |
| 48 | ROPROPER TECHNOLOGIES INC | 1,335 | $646.5M | 0.04% | |
| 49 | SITESITEONE LANDSCAPE SUPPLY INC | 3,753 | $613.4M | 0.03% | |
| 50 | SBUXSTARBUCKS CORP | 6,213 | $567.1M | 0.03% | |
| 51 | FASTFASTENAL CO | 8,954 | $489.2M | 0.03% | |
| 52 | SLVISHARES SILVER TR | 23,000 | $467.8M | 0.03% | |
| 53 | BNBROOKFIELD CORP | 14,671 | $458.8M | 0.02% | |
| 54 | BABAALIBABA GROUP HLDG LTD | 5,004 | $434.0M | 0.02% | |
| 55 | KNXKNIGHT-SWIFT TRANSN HLDGS IN | 7,789 | $390.6M | 0.02% | |
| 56 | GIB/ACGI INC | 1,678 | $224.7M | 0.01% | |
| 57 | IYFISHARES TR | 2,803 | $209.6M | 0.01% |