Giverny Capital Inc. Q3 2024 Filing

Filed November 13, 2024

Portfolio Value

$2.6B

Holdings

52

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (52 positions)

#StockSharesValue% PortfolioType
1
BRK/BBERKSHIRE HATHAWAY INC DEL
489,311$225.2T8561878.46%
2
METAMETA PLATFORMS INC
309,942$177.4T6745144.36%
3
AMEAMETEK INC
959,222$164.7T6261747.71%
4
HEIHEICO CORP NEW
732,993$149.4T5678055.14%
5
PGRPROGRESSIVE CORP
536,693$136.2T5177617.26%
6
NVRNVR INC
13,307$130.6T4963747.61%
7
KMXCARMAX INC
1,637,125$126.7T4816054.73%
8
IBPINSTALLED BLDG PRODS INC
487,115$120.0T4560619.70%
9
GOOGALPHABET INC C
646,180$108.0T4107188.68%
10
VVISA INC
391,760$107.7T4095007.12%
11
FISVFISERV INC
501,278$90.1T3423629.14%
12
BKNGBOOKING HOLDINGS INC.
20,515$86.4T3285134.11%
13
KEYSKEYSIGHT TECHNOLOGIES INC
481,070$76.5T2906665.15%
14
MEDPMEDPACE HOLDINGS INC
227,072$75.8T2881580.56%
15
SBUXSTARBUCKS CORP
718,004$70.0T2661140.35%
16
MKLMARKEL CORP
42,684$67.0T2545380.03%
17
MTBM & T BK CORP
360,591$64.2T2441790.59%
18
FIVEFIVE BELOW INC
725,249$64.1T2435984.59%
19
SCHWSCHWAB CHARLES CORP
935,772$60.6T2305647.50%
20
GOOGLALPHABET INC
346,704$57.5T2186025.23%
21
OZKBANK OZK LITTLE ROCK ARK
1,197,374$51.5T1956942.71%
22
ADIANALOG DEVICES INC
206,111$47.4T1803560.58%
23
ANETEURARISTA NETWORKS INC
106,670$40.9T1556505.78%
24
KNSLKINSALE CAPITAL GROUP IN
86,315$40.2T1527749.37%
25
FBINFORTUNE BRANDS HOME & SEC IN
446,106$39.9T1518404.54%
26
BACBANK AMERICA CORP
990,048$39.3T1493512.16%
27
LULULULULEMON ATHLETICA INC
141,477$38.4T1459474.51%
28
EWEDWARDS LIFESCIENCES CORP
446,288$29.5T1119629.11%
29
FNDFLOOR & DECOR HLDGS INC
230,681$28.6T1088953.55%
30
DISDISNEY WALT CO
245,548$23.6T897939.69%
31
LFUSLITTELFUSE INC
79,015$21.0T796793.51%
32
CACCCREDIT ACCEP CORP MICH
29,258$13.0T493220.08%
33
MAMASTERCARD INCORPORATED
25,546$12.6T479573.13%
34
JPMJPMORGAN CHASE & CO
43,324$9.1T347299.06%
35
AFWALIGN TECHNOLOGY INC
32,993$8.4T318994.49%
36
BRK-BBERKSHIRE HATHAWAY INC DEL
7$4.8T183937.40%
37
SPYSPDR S&P 500 ETF
4,752$2.7T103654.37%
38
ICEINTERCONTINENTAL EXCHANGE IN
16,799$2.7T102593.04%
39
TSMTAIWAN SEMICONDUCTOR MFG LTD
14,550$2.5T96065.78%
40
AAPLAPPLE INC
9,852$2.3T87269.24%
41
COFCAPITAL ONE FC
14,774$2.2T84098.41%
42
YUMCYUM CHINA HLDGS INC
36,036$1.6T61676.96%
43
NVONOVO-NORDISK A S
12,400$1.5T56131.27%
44
CPRTCOPART INC
27,484$1.4T54751.02%
45
ITBISHARES TR
10,299$1.3T49764.71%
46
DFHDREAM FINDERS HOMES
32,202$1.2T44329.42%
47
FWONALIBERTY MEDIA CORP SERIES C LIBERTY MEDIA
15,000$1.2T44155.15%
48
ODFLOLD DOMINION FREIGHT LINE IN
5,255$1.0T39684.43%
49
GQ9SPDR GOLD TR
4,206$1.0T38865.43%
50
SLVISHARES SILVER TR
23,000$653.4B24841.62%
51
SITESITEONE LANDSCAPE SUPPLY INC
3,753$566.4B21531.65%
52
COSTCOSTCO WHSL CORP NEW
240$212.8B8088.74%