Giverny Capital Inc. Q4 2023 Filing
Filed February 9, 2024
Portfolio Value
$2.1T
Holdings
58
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (58 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 483,856 | $172.6B | 8.11% | |
| 2 | AMEAMETEK INC | 910,291 | $150.1B | 7.05% | |
| 3 | FIVEFIVE BELOW INC | 654,098 | $139.4B | 6.55% | |
| 4 | KMXCARMAX INC | 1,533,574 | $117.7B | 5.53% | |
| 5 | MKLMARKEL CORP | 79,180 | $112.4B | 5.28% | |
| 6 | METAMETA PLATFORMS INC | 287,932 | $101.9B | 4.79% | |
| 7 | HEIHEICO CORP NEW | 696,603 | $99.2B | 4.66% | |
| 8 | VVISA INC | 377,092 | $98.2B | 4.61% | |
| 9 | GOOGALPHABET INC | 637,950 | $89.9B | 4.23% | |
| 10 | NVRNVR INC | 12,672 | $88.7B | 4.17% | |
| 11 | IBPINSTALLED BLDG PRODS INC | 455,426 | $83.3B | 3.91% | |
| 12 | PGRPROGRESSIVE CORP | 505,551 | $80.5B | 3.78% | |
| 13 | KEYSKEYSIGHT TECHNOLOGIES INC | 470,853 | $74.9B | 3.52% | |
| 14 | FBINFORTUNE BRANDS HOME & SEC IN | 901,893 | $68.7B | 3.23% | |
| 15 | LULULULULEMON ATHLETICA INC | 121,777 | $62.3B | 2.93% | |
| 16 | FISVFISERV INC | 454,874 | $60.4B | 2.84% | |
| 17 | SCHWSCHWAB CHARLES CORP | 833,904 | $57.4B | 2.70% | |
| 18 | MEDPMEDPACE HOLDINGS INC | 157,664 | $48.3B | 2.27% | |
| 19 | MTBM & T BK CORP | 343,056 | $47.0B | 2.21% | |
| 20 | GOOGLALPHABET INC | 279,386 | $39.0B | 1.83% | |
| 21 | ADIANALOG DEVICES INC | 187,671 | $37.3B | 1.75% | |
| 22 | BACBANK AMERICA CORP | 1,029,334 | $34.7B | 1.63% | |
| 23 | EWEDWARDS LIFESCIENCES CORP | 440,906 | $33.6B | 1.58% | |
| 24 | FNDFLOOR & DECOR HLDGS INC | 287,111 | $32.0B | 1.51% | |
| 25 | CIENCIENA CORP | 625,936 | $28.2B | 1.32% | |
| 26 | ANETEURARISTA NETWORKS INC | 99,444 | $23.4B | 1.10% | |
| 27 | DISDISNEY WALT CO | 230,757 | $20.8B | 0.98% | |
| 28 | LFUSLITTELFUSE INC | 76,458 | $20.5B | 0.96% | |
| 29 | MBCMASTERBRAND INC | 912,988 | $13.6B | 0.64% | |
| 30 | CACCCREDIT ACCEP CORP MICH | 22,616 | $12.0B | 0.57% | |
| 31 | OZKBANK OZK LITTLE ROCK ARK | 238,771 | $11.9B | 0.56% | |
| 32 | MAMASTERCARD INCORPORATED | 21,390 | $9.1B | 0.43% | |
| 33 | ATHMAUTOHOME INC | 312,582 | $8.8B | 0.41% | |
| 34 | AFWALIGN TECHNOLOGY INC | 27,162 | $7.4B | 0.35% | |
| 35 | JPMJPMORGAN CHASE & CO | 36,773 | $6.3B | 0.29% | |
| 36 | KNSLKINSALE CAPITAL GROUP IN | 17,610 | $5.9B | 0.28% | |
| 37 | FERGFERGUSON PLC NEW F | 26,968 | $5.2B | 0.24% | |
| 38 | COHRCOHERENT CORP | 108,137 | $4.7B | 0.22% | |
| 39 | BRK-BBERKSHIRE HATHAWAY INC DEL | 7 | $3.8B | 0.18% | |
| 40 | SPYSPDR S&P 500 ETF TR | 4,752 | $2.3B | 0.11% | |
| 41 | AAPLAPPLE INC | 10,181 | $2.0B | 0.09% | |
| 42 | ITBISHARES TR | 14,677 | $1.5B | 0.07% | |
| 43 | CPRTCOPART INC | 27,484 | $1.3B | 0.06% | |
| 44 | NVONOVO-NORDISK A S | 12,400 | $1.3B | 0.06% | |
| 45 | ODFLOLD DOMINION FREIGHT LINE IN | 2,362 | $957.4M | 0.04% | |
| 46 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 8,240 | $857.0M | 0.04% | |
| 47 | TJXTJX COS INC NEW | 8,657 | $812.1M | 0.04% | |
| 48 | GQ9SPDR GOLD TR | 4,206 | $804.1M | 0.04% | |
| 49 | ROPROPER TECHNOLOGIES INC | 1,330 | $725.1M | 0.03% | |
| 50 | BOOTBOOT BARN HLDGS INC | 8,253 | $633.5M | 0.03% | |
| 51 | SITESITEONE LANDSCAPE SUPPLY INC | 3,753 | $609.9M | 0.03% | |
| 52 | SBUXSTARBUCKS CORP | 6,213 | $596.5M | 0.03% | |
| 53 | FASTFASTENAL CO | 8,154 | $528.1M | 0.02% | |
| 54 | SLVISHARES SILVER TR | 23,000 | $500.9M | 0.02% | |
| 55 | KNXKNIGHT-SWIFT TRANSN HLDGS IN | 7,789 | $449.0M | 0.02% | |
| 56 | BABAALIBABA GROUP HLDG LTD | 4,976 | $385.7M | 0.02% | |
| 57 | GIB/ACGI INC | 1,585 | $174.9M | 0.01% | |
| 58 | MSFTMICROSOFT CORP | 288 | $108.3M | 0.01% |