Giverny Capital Inc. Q4 2020 Filing
Filed February 16, 2021
Portfolio Value
$1.3T
Holdings
53
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (53 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY-B-NEW | 690,317 | $160.1B | 12.28% | |
| 2 | KMXCARMAX INC | 1,115,937 | $105.4B | 8.08% | |
| 3 | AMEAMETEK INC | 712,537 | $86.2B | 6.61% | |
| 4 | VVISA INC CLASS-A | 305,206 | $66.8B | 5.12% | |
| 5 | GOOGALPHABET INC CL-C | 37,054 | $64.9B | 4.98% | |
| 6 | PGRPROGRESSIVE CORP OHIO | 654,224 | $64.7B | 4.96% | |
| 7 | HEIHEICO CORP CLASS A | 536,099 | $62.8B | 4.81% | |
| 8 | METAFACEBOOK INC CL-A | 219,590 | $60.0B | 4.60% | |
| 9 | NVRNVR INC | 14,297 | $58.3B | 4.47% | |
| 10 | KEYSKEYSIGHT TECHNOLOGIES INC | 404,190 | $53.4B | 4.09% | |
| 11 | SCHWSCHWAB CHARLES CORP | 997,825 | $52.9B | 4.06% | |
| 12 | FIVEFIVE BELOW INC | 297,896 | $52.1B | 4.00% | |
| 13 | MKLMARKEL CORP HOLDING | 46,752 | $48.3B | 3.71% | |
| 14 | FBINFORTUNE BRNDS HME&SEC | 515,998 | $44.2B | 3.39% | |
| 15 | JPMJP MORGAN CHASE & CO | 345,615 | $43.9B | 3.37% | |
| 16 | BACBANK OF AMERICA | 1,277,648 | $38.7B | 2.97% | |
| 17 | EWEDWARDS LIFESCIENCES CORP | 387,814 | $35.4B | 2.71% | |
| 18 | DISDISNEY WALT COMPANY | 188,443 | $34.1B | 2.62% | |
| 19 | ICEINTERCONTINENTAL EXCHANGE | 274,971 | $31.7B | 2.43% | |
| 20 | ATHMAUTOHOME INC CL-A ADR | 315,266 | $31.4B | 2.41% | |
| 21 | SL2SLEEP NUMBER CORP | 329,758 | $27.0B | 2.07% | |
| 22 | GOOGLALPHABET INC CL-A | 8,542 | $15.0B | 1.15% | |
| 23 | OZKBANK OZK | 356,092 | $11.1B | 0.85% | |
| 24 | HCSGHEALTH CARE SERVICES GRP | 361,849 | $10.2B | 0.78% | |
| 25 | SSNCSS&C TECHNOLOGIES INC | 83,871 | $6.1B | 0.47% | |
| 26 | ANETEURARISTA NETWORKS INC | 16,319 | $4.7B | 0.36% | |
| 27 | MAMASTERCARD INC CL-A | 9,645 | $3.4B | 0.26% | |
| 28 | CACCCREDIT ACCEPTANCE CORP | 9,757 | $3.4B | 0.26% | |
| 29 | LBRDKLIBERTY BROADBAND CORP | 20,797 | $3.3B | 0.25% | |
| 30 | BRK-BBERKSHIRE HATHAWAY-A | 8 | $2.8B | 0.21% | |
| 31 | FRCBFIRST REP BK SAN FRANCISCO C | 18,671 | $2.7B | 0.21% | |
| 32 | TJXTJX COMPANIES INC | 40,027 | $2.7B | 0.21% | |
| 33 | SPYSPDR S&P 500 ETF | 4,937 | $1.8B | 0.14% | |
| 34 | JECUSDJACOBS ENGR GROUP INC | 16,022 | $1.7B | 0.13% | |
| 35 | LULULULULEMON ATHLETICA INC | 4,615 | $1.6B | 0.12% | |
| 36 | AAPLAPPLE INC | 11,904 | $1.6B | 0.12% | |
| 37 | AMZNAMAZON COM INC | 466 | $1.5B | 0.12% | |
| 38 | TSMTAIWAN SEMICON MAN SP/ADR | 9,377 | $1.0B | 0.08% | |
| 39 | MSFTMICROSOFT CORP | 3,578 | $796.0M | 0.06% | |
| 40 | ODFLOLD DOMINION FREIGHT LINE | 4,067 | $794.0M | 0.06% | |
| 41 | LFUSLITTELFUSE INC | 2,788 | $710.0M | 0.05% | |
| 42 | BAMBROOKFIELD ASSET MGT-A LV | 16,989 | $701.0M | 0.05% | |
| 43 | SBUXSTARBUCKS CORP | 6,327 | $677.0M | 0.05% | |
| 44 | SLVISHARES SILVER TR | 23,000 | $565.0M | 0.04% | |
| 45 | ROPROPER TECHNOLOGIES INC | 1,245 | $537.0M | 0.04% | |
| 46 | FASTFASTENAL CO | 8,954 | $437.0M | 0.03% | |
| 47 | NVONOVO-NORDISK A/S-ADR | 6,200 | $433.0M | 0.03% | |
| 48 | WWAYFAIR INC | 1,525 | $344.0M | 0.03% | |
| 49 | KNXKNIGHT-SWIFT TRANSPORT-A | 8,046 | $336.0M | 0.03% | |
| 50 | ISRGINTUITIVE SURGICAL | 135 | $110.0M | 0.01% | |
| 51 | RMERESMED INC | 437 | $93.0M | 0.01% | |
| 52 | RBAGBPRITCHIE BROTHERS AUCTIONR | 1,070 | $74.0M | 0.01% | |
| 53 | LLYELI LILLY & CO | 432 | $73.0M | 0.01% |