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Entity | Shares/Amount Change | Position Value Change |
ALGN |
+27,162 | +$7,442 |
Entity | Shares/Amount Change | Position Value Change |
FISV |
-319,094 | -$36,045 | BN |
-14,671 | -$459 | IYF |
-2,803 | -$210 |
Entity | Shares/Amount Change | Position Value Change |
MEDP |
+153,904 | +$47,419 | FI |
+135,780 | +$24,380 | GOOGL |
+45,262 | +$8,390 | SCHW |
+29,343 | +$13,203 | IBP |
+22,528 | +$29,196 | KNSL |
+15,055 | +$4,840 | AME |
+13,235 | +$17,549 | KMX |
+13,136 | +$10,145 | FIVE |
+9,532 | +$35,717 | BRK |
+7,567 | +$6,337 |
Entity | Shares/Amount Change | Position Value Change |
COHR |
-599,573 | -$18,393 | GOOG |
-268,374 | -$29,593 | ATHM |
-30,555 | -$1,643 | HEI |
-15,850 | +$7,161 | CIEN |
-9,527 | -$1,859 | MKL |
-5,345 | -$12,034 | AAPL |
-4,168 | -$497 | MSFT |
-3,312 | -$1,029 | ODFL |
-1,705 | -$707 |
Size ($ in 1000's)
At 12/31/2023: $2,127,596 At 09/30/2023: $1,878,317
Giverny Capital Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Giverny Capital Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, we find all stocks held by Giverny Capital Inc. to be as follows, presented in the
table below with each row detailing each Giverny Capital Inc. position, ordered by largest to smallest position size.
The all-stocks-held-by-Giverny Capital Inc. table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Giverny Capital Inc. as of the latest filing.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
BERKSHIRE HATHAWAY INC DEL |
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$176,370 | BRK.B | 483,856 | +7,566 | $172,572 | BRK.A | 7 | +1 | $3,798 | AMETEK INC |
910,291 |
+13,235 |
$150,098 | AME | 910,291 | +13,235 | $150,098 | FIVE BELOW INC |
654,098 |
+9,532 |
$139,428 | FIVE | 654,098 | +9,532 | $139,428 | CARMAX INC |
1,533,574 |
+13,136 |
$117,686 | KMX | 1,533,574 | +13,136 | $117,686 | MARKEL CORP |
79,180 |
-5,345 |
$112,428 | MKL | 79,180 | -5,345 | $112,428 | META PLATFORMS INC |
287,932 |
+5,483 |
$101,916 | META | 287,932 | +5,483 | $101,916 | HEICO CORP NEW |
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|
$99,224 | HEI.A | 696,603 | -15,850 | $99,224 | VISA INC |
377,092 |
+5,722 |
$98,176 | V | 377,092 | +5,722 | $98,176 | ALPHABET INC |
637,950 |
-268,374 |
$89,906 | GOOG | 637,950 | -268,374 | $89,906 | NVR INC |
12,672 |
-2 |
$88,710 | NVR | 12,672 | -2 | $88,710 | INSTALLED BLDG PRODS INC |
455,426 |
+22,528 |
$83,261 | IBP | 455,426 | +22,528 | $83,261 | PROGRESSIVE CORP |
505,551 |
+4,120 |
$80,524 | PGR | 505,551 | +4,120 | $80,524 | KEYSIGHT TECHNOLOGIES INC |
470,853 |
+965 |
$74,908 | KEYS | 470,853 | +965 | $74,908 | FORTUNE BRANDS HOME & SEC IN |
901,893 |
+1,435 |
$68,670 | FBIN | 901,893 | +1,435 | $68,670 | LULULEMON ATHLETICA INC |
121,777 |
+1,188 |
$62,263 | LULU | 121,777 | +1,188 | $62,263 | FISERV INC |
454,874 |
+135,780 |
$60,425 | FI | 454,874 | +135,780 | $60,425 | SCHWAB CHARLES CORP |
833,904 |
+29,343 |
$57,373 | SCHW | 833,904 | +29,343 | $57,373 | MEDPACE HOLDINGS INC |
157,664 |
+153,904 |
$48,329 | MEDP | 157,664 | +153,904 | $48,329 | M & T BK CORP |
343,056 |
+937 |
$47,026 | MTB | 343,056 | +937 | $47,026 | ALPHABET INC |
279,386 |
+45,262 |
$39,027 | GOOGL | 279,386 | +45,262 | $39,027 | ANALOG DEVICES INC |
187,671 |
+1,558 |
$37,264 | ADI | 187,671 | +1,558 | $37,264 | BANK AMERICA CORP |
1,029,334 |
+1,930 |
$34,658 | BAC | 1,029,334 | +1,930 | $34,658 | EDWARDS LIFESCIENCES CORP |
440,906 |
+304 |
$33,619 | EW | 440,906 | +304 | $33,619 | FLOOR & DECOR HLDGS INC |
287,111 |
+3,656 |
$32,030 | FND | 287,111 | +3,656 | $32,030 | CIENA CORP |
625,936 |
-9,527 |
$28,173 | CIEN | 625,936 | -9,527 | $28,173 | ARISTA NETWORKS INC |
99,444 |
+744 |
$23,420 | ANET | 99,444 | +744 | $23,420 | DISNEY WALT CO |
230,757 |
-61 |
$20,835 | DIS | 230,757 | -61 | $20,835 | LITTELFUSE INC |
76,458 |
+440 |
$20,457 | LFUS | 76,458 | +440 | $20,457 | MASTERBRAND INC |
912,988 |
+3,610 |
$13,558 | MBC | 912,988 | +3,610 | $13,558 | CREDIT ACCEP CORP MICH |
22,616 |
+512 |
$12,048 | CACC | 22,616 | +512 | $12,048 | BANK OZK LITTLE ROCK ARK |
238,771 |
+2,845 |
$11,898 | OZK | 238,771 | +2,845 | $11,898 | MASTERCARD INCORPORATED |
21,390 |
+630 |
$9,123 | MA | 21,390 | +630 | $9,123 | AUTOHOME INC |
312,582 |
-30,555 |
$8,771 | ATHM | 312,582 | -30,555 | $8,771 | ALIGN TECHNOLOGY INC |
27,162 |
+27,162 |
$7,442 | ALGN | 27,162 | +27,162 | $7,442 | JPMORGAN CHASE & CO |
36,773 |
+167 |
$6,255 | JPM | 36,773 | +167 | $6,255 | KINSALE CAPITAL GROUP IN |
17,610 |
+15,055 |
$5,898 | KNSL | 17,610 | +15,055 | $5,898 | FERGUSON PLC NEW F |
26,968 |
+783 |
$5,207 | FERG | 26,968 | +783 | $5,207 | COHERENT CORP |
108,137 |
-599,573 |
$4,707 | COHR | 108,137 | -599,573 | $4,707 | SPDR S&P 500 ETF TR (SPY) |
4,752 |
UNCH |
$2,259 | SPY | 4,752 | UNCH | $2,259 | APPLE INC |
10,181 |
-4,168 |
$1,960 | AAPL | 10,181 | -4,168 | $1,960 | ISHARES TR (ITB) |
14,677 |
+715 |
$1,493 | ITB | 14,677 | +715 | $1,493 | COPART INC |
27,484 |
UNCH |
$1,347 | CPRT | 27,484 | UNCH | $1,347 | NOVO NORDISK A S |
12,400 |
UNCH |
$1,283 | NVO | 12,400 | UNCH | $1,283 | OLD DOMINION FREIGHT LINE IN |
2,362 |
-1,705 |
$957 | ODFL | 2,362 | -1,705 | $957 | TAIWAN SEMICONDUCTOR MFG LTD |
8,240 |
UNCH |
$857 | TSM | 8,240 | UNCH | $857 | TJX COS INC NEW |
8,657 |
-40 |
$812 | TJX | 8,657 | -40 | $812 | SPDR GOLD TR (GLD) |
4,206 |
UNCH |
$804 | GLD | 4,206 | UNCH | $804 | ROPER TECHNOLOGIES INC |
1,330 |
-5 |
$725 | ROP | 1,330 | -5 | $725 | BOOT BARN HLDGS INC |
8,253 |
UNCH |
$634 | BOOT | 8,253 | UNCH | $634 | SITEONE LANDSCAPE SUPPLY INC |
3,753 |
UNCH |
$610 | SITE | 3,753 | UNCH | $610 | STARBUCKS CORP |
6,213 |
UNCH |
$597 | SBUX | 6,213 | UNCH | $597 | FASTENAL CO |
8,154 |
-800 |
$528 | FAST | 8,154 | -800 | $528 | ISHARES SILVER TR (SLV) |
23,000 |
UNCH |
$501 | SLV | 23,000 | UNCH | $501 | KNIGHT SWIFT TRANSN HLDGS IN |
7,789 |
UNCH |
$449 | KNX | 7,789 | UNCH | $449 | ALIBABA GROUP HLDG LTD |
4,976 |
-28 |
$386 | BABA | 4,976 | -28 | $386 | CGI INC |
1,585 |
-93 |
$175 | GIB | 1,585 | -93 | $175 | MICROSOFT CORP |
288 |
-3,312 |
$108 | MSFT | 288 | -3,312 | $108 | BROOKFIELDCORP |
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$0 (exited) | BN | 0 | -14,671 | $0 | FISERV INC |
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$0 (exited) | FISV | 0 | -319,094 | $0 | ISHARESTR |
0 |
-2,803 |
$0 (exited) | IYF | 0 | -2,803 | $0 |
See Summary: Giverny Capital Inc. Top Holdings
See Details: Top 10 Stocks Held By Giverny Capital Inc.
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