Giverny Capital Inc. Q3 2023 Filing
Filed November 13, 2023
Portfolio Value
$1.8B
Holdings
57
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (57 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 476,290 | $166.8T | 9062330.24% | |
| 2 | AMEAMETEK INC | 897,056 | $132.5T | 7199539.56% | |
| 3 | MKLMARKEL CORP | 84,525 | $124.5T | 6760297.62% | |
| 4 | GOOGALPHABET INC | 906,324 | $119.5T | 6490705.38% | |
| 5 | KMXCARMAX INC | 1,520,438 | $107.5T | 5841180.92% | |
| 6 | FIVEFIVE BELOW INC | 644,566 | $103.7T | 5633155.23% | |
| 7 | HEIHEICO CORP NEW | 718,453 | $92.8T | 5042621.65% | |
| 8 | VVISA INC | 371,370 | $85.4T | 4639613.68% | |
| 9 | METAMETA PLATFORMS INC | 282,449 | $84.8T | 4605677.01% | |
| 10 | NVRNVR INC | 12,674 | $75.6T | 4105146.34% | |
| 11 | PGRPROGRESSIVE CORP | 501,431 | $69.8T | 3793941.04% | |
| 12 | KEYSKEYSIGHT TECHNOLOGIES INC | 469,888 | $62.2T | 3376877.49% | |
| 13 | FBINFORTUNE BRANDS HOME & SEC IN | 900,458 | $56.0T | 3040204.15% | |
| 14 | IBPINSTALLED BLDG PRODS INC | 432,898 | $54.1T | 2936577.90% | |
| 15 | LULULULULEMON ATHLETICA INC | 120,589 | $46.5T | 2525714.53% | |
| 16 | SCHWSCHWAB CHARLES CORP | 804,561 | $44.2T | 2399162.17% | |
| 17 | MTBM & T BK CORP | 342,119 | $43.3T | 2349764.38% | |
| 18 | FISVFISERV INC | 319,094 | $36.0T | 1957814.78% | |
| 19 | ADIANALOG DEVICES INC | 186,113 | $32.6T | 1769971.74% | |
| 20 | GOOGLALPHABET INC | 234,124 | $30.6T | 1664106.59% | |
| 21 | EWEDWARDS LIFESCIENCES CORP | 440,602 | $30.5T | 1657992.77% | |
| 22 | CIENCIENA CORP | 635,463 | $30.0T | 1631218.97% | |
| 23 | BACBANK AMERICA CORP | 1,027,404 | $28.1T | 1527928.34% | |
| 24 | FNDFLOOR & DECOR HLDGS INC | 283,455 | $25.7T | 1393352.47% | |
| 25 | COHRCOHERENT CORP | 707,710 | $23.1T | 1254682.26% | |
| 26 | LFUSLITTELFUSE INC | 76,018 | $18.8T | 1021183.92% | |
| 27 | DISDISNEY WALT CO | 230,818 | $18.7T | 1016133.99% | |
| 28 | ANETEURARISTA NETWORKS INC | 98,700 | $18.2T | 986047.89% | |
| 29 | MBCMASTERBRAND INC | 909,378 | $11.0T | 600135.08% | |
| 30 | ATHMAUTOHOME INC | 343,137 | $10.4T | 565658.78% | |
| 31 | CACCCREDIT ACCEP CORP MICH | 22,104 | $10.2T | 552421.08% | |
| 32 | OZKBANK OZK LITTLE ROCK ARK | 235,926 | $8.7T | 475036.17% | |
| 33 | MAMASTERCARD INCORPORATED | 20,760 | $8.2T | 446428.72% | |
| 34 | JPMJPMORGAN CHASE & CO | 36,606 | $5.3T | 288342.36% | |
| 35 | FERGFERGUSON PLC NEW F | 26,185 | $4.3T | 233920.11% | |
| 36 | BRK-BBERKSHIRE HATHAWAY INC DEL | 6 | $3.2T | 173206.43% | |
| 37 | AAPLAPPLE INC | 14,349 | $2.5T | 133437.84% | |
| 38 | SPYSPDR S&P 500 ETF TR | 4,752 | $2.0T | 110336.84% | |
| 39 | ODFLOLD DOMINION FREIGHT LINE IN | 4,067 | $1.7T | 90380.41% | |
| 40 | CPRTCOPART INC | 27,484 | $1.2T | 64325.75% | |
| 41 | MSFTMICROSOFT CORP | 3,600 | $1.1T | 61741.07% | |
| 42 | NVONOVO-NORDISK A S | 12,400 | $1.1T | 61249.83% | |
| 43 | ITBISHARES TR | 13,962 | $1.1T | 59523.72% | |
| 44 | TJXTJX COS INC NEW | 8,697 | $773.0B | 41985.72% | |
| 45 | GQ9SPDR GOLD TR | 4,206 | $721.1B | 39168.35% | |
| 46 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 8,240 | $716.1B | 38893.34% | |
| 47 | BOOTBOOT BARN HLDGS INC | 8,253 | $670.1B | 36395.08% | |
| 48 | ROPROPER TECHNOLOGIES INC | 1,335 | $646.5B | 35116.10% | |
| 49 | SITESITEONE LANDSCAPE SUPPLY INC | 3,753 | $613.4B | 33318.99% | |
| 50 | SBUXSTARBUCKS CORP | 6,213 | $567.1B | 30800.52% | |
| 51 | FASTFASTENAL CO | 8,954 | $489.2B | 26573.97% | |
| 52 | SLVISHARES SILVER TR | 23,000 | $467.8B | 25410.14% | |
| 53 | BNBROOKFIELD CORP | 14,671 | $458.8B | 24918.15% | |
| 54 | BABAALIBABA GROUP HLDG LTD | 5,004 | $434.0B | 23575.72% | |
| 55 | KNXKNIGHT-SWIFT TRANSN HLDGS IN | 7,789 | $390.6B | 21216.83% | |
| 56 | GIB/ACGI INC | 1,678 | $224.7B | 12202.16% | |
| 57 | IYFISHARES TR | 2,803 | $209.6B | 11382.04% |