Giverny Capital Inc. Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$2.7T
Holdings
62
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (62 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 505,550 | $229.2B | 8.38% | |
| 2 | METAMETA PLATFORMS INC | 315,095 | $184.5B | 6.74% | |
| 3 | AMEAMETEK INC | 974,459 | $175.7B | 6.42% | |
| 4 | GOOGALPHABET INC C | 755,342 | $143.8B | 5.26% | |
| 5 | HEIHEICO CORP NEW | 741,655 | $138.0B | 5.04% | |
| 6 | KMXCARMAX INC | 1,682,869 | $137.6B | 5.03% | |
| 7 | PGRPROGRESSIVE CORP | 545,856 | $130.8B | 4.78% | |
| 8 | FISVFISERV INC | 630,254 | $129.5B | 4.73% | |
| 9 | VVISA INC | 395,717 | $125.1B | 4.57% | |
| 10 | NVRNVR INC | 13,558 | $110.9B | 4.05% | |
| 11 | BKNGBOOKING HOLDINGS INC. | 21,177 | $105.2B | 3.85% | |
| 12 | IBPINSTALLED BLDG PRODS INC | 504,735 | $88.5B | 3.23% | |
| 13 | MEDPMEDPACE HOLDINGS INC | 234,287 | $77.8B | 2.84% | |
| 14 | FIVEFIVE BELOW INC | 732,110 | $76.8B | 2.81% | |
| 15 | MKLMARKEL CORP | 43,331 | $74.8B | 2.73% | |
| 16 | SCHWSCHWAB CHARLES CORP | 947,927 | $70.2B | 2.56% | |
| 17 | MTBM & T BK CORP | 367,581 | $69.1B | 2.53% | |
| 18 | SBUXSTARBUCKS CORP | 749,372 | $68.4B | 2.50% | |
| 19 | LULULULULEMON ATHLETICA INC | 143,368 | $54.8B | 2.00% | |
| 20 | OZKBANK OZK LITTLE ROCK ARK | 1,212,438 | $54.0B | 1.97% | |
| 21 | KEYSKEYSIGHT TECHNOLOGIES INC | 331,845 | $53.3B | 1.95% | |
| 22 | GOOGLALPHABET INC | 256,523 | $48.6B | 1.77% | |
| 23 | ANETEURARISTA NETWORKS INC | 410,428 | $45.4B | 1.66% | |
| 24 | BACBANK AMERICA CORP | 1,000,978 | $44.0B | 1.61% | |
| 25 | KNSLKINSALE CAPITAL GROUP IN | 90,759 | $42.2B | 1.54% | |
| 26 | ADIANALOG DEVICES INC | 171,775 | $36.5B | 1.33% | |
| 27 | FBINFORTUNE BRANDS HOME & SEC IN | 463,140 | $31.6B | 1.16% | |
| 28 | BROBROWN & BROWN | 294,809 | $30.1B | 1.10% | |
| 29 | DISDISNEY WALT CO | 248,218 | $27.6B | 1.01% | |
| 30 | FNDFLOOR & DECOR HLDGS INC | 233,921 | $23.3B | 0.85% | |
| 31 | LFUSLITTELFUSE INC | 80,615 | $19.0B | 0.69% | |
| 32 | CACCCREDIT ACCEP CORP MICH | 29,558 | $13.9B | 0.51% | |
| 33 | MAMASTERCARD INCORPORATED | 26,275 | $13.8B | 0.51% | |
| 34 | JPMJPMORGAN CHASE & CO | 43,862 | $10.5B | 0.38% | |
| 35 | AFWALIGN TECHNOLOGY INC | 43,006 | $9.0B | 0.33% | |
| 36 | FERGFERGUSON ENTERPRISES INC | 33,708 | $5.9B | 0.21% | |
| 37 | BRK-BBERKSHIRE HATHAWAY INC DEL | 8 | $5.4B | 0.20% | |
| 38 | AAPLAPPLE INC | 16,976 | $4.3B | 0.16% | |
| 39 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 14,638 | $2.9B | 0.11% | |
| 40 | SPYSPDR S&P 500 ETF | 4,752 | $2.8B | 0.10% | |
| 41 | COFCAPITAL ONE FC | 14,774 | $2.6B | 0.10% | |
| 42 | ICEINTERCONTINENTAL EXCHANGE IN | 16,799 | $2.5B | 0.09% | |
| 43 | YUMCYUM CHINA HLDGS INC | 36,036 | $1.7B | 0.06% | |
| 44 | CPRTCOPART INC | 27,484 | $1.6B | 0.06% | |
| 45 | BIRKBIRKENSTOCK HLDG PLC | 27,392 | $1.6B | 0.06% | |
| 46 | UNHUNITEDHEALTH GRP INC | 2,364 | $1.2B | 0.04% | |
| 47 | LBRDKLIBERTY BROADBAND CORP | 15,000 | $1.1B | 0.04% | |
| 48 | ITBISHARES TR | 10,432 | $1.1B | 0.04% | |
| 49 | NVONOVO-NORDISK A S | 12,400 | $1.1B | 0.04% | |
| 50 | GQ9SPDR GOLD TR | 4,206 | $1.0B | 0.04% | |
| 51 | MSFTMICROSOFT CORP | 2,354 | $992.2M | 0.04% | |
| 52 | ODFLOLD DOMINION FREIGHT LINE IN | 5,255 | $927.0M | 0.03% | |
| 53 | DFHDREAM FINDERS HOMES | 32,202 | $749.3M | 0.03% | |
| 54 | SLVISHARES SILVER TR | 23,000 | $605.6M | 0.02% | |
| 55 | JJACOBS SOLUTIONS INC | 4,394 | $587.1M | 0.02% | |
| 56 | GBTCGRAYSCALE BITCOIN TR BTC | 7,442 | $550.9M | 0.02% | |
| 57 | SITESITEONE LANDSCAPE SUPPLY INC | 3,753 | $494.5M | 0.02% | |
| 58 | CAPEDOUBLELINE SHILLER ENHANCED CAPE I | 10,645 | $319.0M | 0.01% | |
| 59 | VOOVANGUARD 500 INDX ETF-NEW | 584 | $314.7M | 0.01% | |
| 60 | COSTCOSTCO WHSL CORP NEW | 240 | $219.9M | 0.01% | |
| 61 | ISRGINTUITIVE SURGICAL INC | 405 | $211.4M | 0.01% | |
| 62 | EWEDWARDS LIFESCIENCES CORP | 257 | $19.0M | 0.00% |