Giverny Capital Inc.
Institutional investor · Portfolio as of Q1 2023
Top Holdings60 positions
 Berkshire Hathaway Inc. | 444,970 | $137.4M | 8.3% | $216.43 | +42.67% | 15 qtrssince 2019-Q3 | Decreased 0 |
 Five Below, Inc. | 601,994 | $124M | 7.5% | $113.37 | +81.68% | 15 qtrssince 2019-Q3 | Decreased 0 |
 AMETEK, Inc. | 841,608 | $122.3M | 7.4% | $94.00 | +51.18% | 15 qtrssince 2019-Q3 | Decreased 0 |
 Markel Group Inc. | 79,596 | $101.7M | 6.1% | $1,160.15 | +10.11% | 15 qtrssince 2019-Q3 | Decreased 0 |
 CarMax Inc | 1.4M | $91.8M | 5.5% | $86.56 | -25.74% | 15 qtrssince 2019-Q3 | Decreased 0 |
 Alphabet Inc. | 862,076 | $89.7M | 5.4% | $71.80 | +43.48% | 15 qtrssince 2019-Q3 | Decreased 0 |
 Heico Corporation | 656,986 | $89.3M | 5.4% | $100.14 | +35.23% | 15 qtrssince 2019-Q3 | Decreased 0 |
 Visa Inc. | 353,075 | $79.6M | 4.8% | $170.93 | +28.20% | 15 qtrssince 2019-Q3 | Decreased 0 |
 Keysight Technologies Inc. | 445,435 | $71.9M | 4.3% | $106.17 | +52.09% | 15 qtrssince 2019-Q3 | Decreased 0 |
 The Progressive Corporation | 481,231 | $68.8M | 4.1% | $72.13 | +80.95% | 15 qtrssince 2019-Q3 | Increased 57 |
 NVR, Inc. | 12,126 | $67.6M | 4.1% | $3,847.57 | +44.82% | 15 qtrssince 2019-Q3 | Decreased 0 |
 The Charles Schwab Corporation | 1.2M | $64M | 3.9% | $43.89 | +13.48% | 15 qtrssince 2019-Q3 | Decreased 0 |
 Meta Platforms, Inc. | 263,471 | $55.8M | 3.4% | $202.24 | +3.80% | 15 qtrssince 2019-Q3 | Decreased 0 |
 Fortune Brands Innovations, Inc. | 897,630 | $52.7M | 3.2% | — | — | 15 qtrssince 2019-Q3 | Increased 54 |
 Installed Building Products, Inc. | 424,109 | $48.4M | 2.9% | $97.87 | +10.90% | 6 qtrssince 2021-Q4 | Increased 51 |
 lululemon athletica inc. | 114,077 | $41.5M | 2.5% | $297.03 | +22.61% | 15 qtrssince 2019-Q3 | Increased 52 |
 M&T Bank Corporation | 297,819 | $35.6M | 2.1% | $132.94 | -19.71% | 8 qtrssince 2021-Q2 | Decreased 0 |
 Ciena Corporation | 666,676 | $35M | 2.1% | $67.75 | -22.48% | 6 qtrssince 2021-Q4 | Decreased 0 |
 Edwards Lifesciences Corporation | 414,975 | $34.3M | 2.1% | $76.26 | +8.48% | 15 qtrssince 2019-Q3 | Decreased 0 |
 Fiserv, Inc. | 260,671 | $29.5M | 1.8% | $113.03 | 0.00% | 1 qtr | New 66 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2021-Q4 | $1,874,552,000 | 11.7694197334% |
| 2022-Q1 | $1,771,505,000 | -5.4971534532% |
| 2022-Q2 | $1,517,730,000 | -14.3253899933% |
| 2022-Q3 | $1,476,453,000 | -2.71965369334% |
| 2022-Q4 | $1,617,698,505 | 9.56654258551% |
| 2023-Q1 | $1,660,068,781 | 2.61917012775% |
Giverny Capital Inc. manages $1.7B across 60 positions as of Q1 2023. Top holdings: BRK/B (8.3%), FIVE (7.5%), AME (7.4%). Fund DNA: Concentrated Value. HoldingsIntel Score: 3.5/5.0.
Added FISV; exited FRCB, VOO, ICE and 4 more; increased 14, led by PGR (+19,906 shares); trimmed 30, led by SSNC (−251,885 shares). Top move: FISV (NEW, conviction 66). Portfolio: $1.7B across 60 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR