Giverny Capital Inc.
Institutional investor · Portfolio as of Q4 2022
Top Holdings66 positions
 Berkshire Hathaway Inc. | 461,404 | $142.5M | 8.8% | $216.43 | +42.73% | 14 qtrssince 2019-Q3 | Decreased 0 |
 AMETEK, Inc. | 853,298 | $119.2M | 7.4% | $94.00 | +45.09% | 14 qtrssince 2019-Q3 | Increased 59 |
 Five Below, Inc. | 618,351 | $109.4M | 6.8% | $113.37 | +56.01% | 14 qtrssince 2019-Q3 | Increased 58 |
 Markel Group Inc. | 81,360 | $107.2M | 6.6% | $1,160.15 | +13.56% | 14 qtrssince 2019-Q3 | Decreased 0 |
 The Charles Schwab Corporation | 1.2M | $103.5M | 6.4% | $43.89 | +79.83% | 14 qtrssince 2019-Q3 | Increased 59 |
 CarMax Inc | 1.4M | $87.4M | 5.4% | $86.56 | -29.65% | 14 qtrssince 2019-Q3 | Increased 67 |
 Heico Corporation | 670,900 | $80.4M | 5.0% | $100.14 | +19.16% | 14 qtrssince 2019-Q3 | Increased 55 |
 Keysight Technologies Inc. | 462,986 | $79.2M | 4.9% | $106.17 | +61.12% | 14 qtrssince 2019-Q3 | Decreased 0 |
 Alphabet Inc. | 886,978 | $78.7M | 4.9% | $71.80 | +22.41% | 14 qtrssince 2019-Q3 | Decreased 0 |
 Visa Inc. | 358,387 | $74.5M | 4.6% | $170.93 | +17.90% | 14 qtrssince 2019-Q3 | Decreased 0 |
 The Progressive Corporation | 461,325 | $59.8M | 3.7% | $69.61 | +69.87% | 14 qtrssince 2019-Q3 | Increased 55 |
 NVR, Inc. | 12,489 | $57.6M | 3.6% | $3,847.57 | +19.88% | 14 qtrssince 2019-Q3 | Decreased 0 |
 Fortune Brands Innovations, Inc. | 896,997 | $51.2M | 3.2% | — | — | 14 qtrssince 2019-Q3 | Increased 72 |
 M&T Bank Corporation | 306,383 | $44.4M | 2.7% | $132.94 | -3.43% | 7 qtrssince 2021-Q2 | Increased 51 |
 Installed Building Products, Inc. | 413,320 | $35.4M | 2.2% | $97.59 | -17.45% | 5 qtrssince 2021-Q4 | Decreased 0 |
 lululemon athletica inc. | 109,845 | $35.2M | 2.2% | $294.44 | +8.81% | 14 qtrssince 2019-Q3 | Increased 77 |
 Ciena Corporation | 680,657 | $34.7M | 2.1% | $67.75 | -24.75% | 5 qtrssince 2021-Q4 | Decreased 0 |
 Meta Platforms, Inc. | 270,786 | $32.6M | 2.0% | $202.24 | -41.06% | 14 qtrssince 2019-Q3 | Increased 50 |
 Edwards Lifesciences Corporation | 426,173 | $31.8M | 2.0% | $76.26 | -2.17% | 14 qtrssince 2019-Q3 | Decreased 0 |
 Bank of America Corporation | 935,610 | $31M | 1.9% | $24.08 | +25.13% | 14 qtrssince 2019-Q3 | Increased 45 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2021-Q3 | $1,677,160,000 | 2.00648351448% |
| 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% |
Giverny Capital Inc. manages $1.6B across 66 positions as of Q4 2022. Top holdings: BRK/B (8.8%), AME (7.4%), FIVE (6.8%). Fund DNA: Concentrated Value. HoldingsIntel Score: 3.5/5.0.
Added MBC, VOO, UNH and 2 more; exited BAM/A and LLY; increased 24, led by LULU (+49,892 shares); trimmed 16, led by ICE (−337,175 shares). Top move: LULU (INCREASED, conviction 77). Portfolio: $1.6B across 66 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