Giverny Capital
SuperinvestorGiverny Capital Inc.
- SEC CIK
- 0001641864
- Manager
- François Rochon
- Style
- Quality
- Latest filing
- Aug 26, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 63
- 0 vs. Q2 2022
- Portfolio value
- $1.48B
- −$41.3M (−2.7%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 462,807 | $123.6M | 8.4% | +5,105+1.1% | Added | History |
| AMEAmetek Inc | COM | 846,848 | $96.0M | 6.5% | +19,179+2.3% | Added | History |
| MKLMarkel Group Inc. | COM | 82,153 | $89.1M | 6.0% | +1,624+2.0% | Added | History |
| SCHWSchwab Charles Corp | Stock | 1,228,551 | $88.3M | 6.0% | +34,808+2.9% | Added | History |
| GOOGAlphabet Inc. | Stock | 893,040 | $85.9M | 5.8% | +12,800+1.5% | AddedConverted for a 20-for-1 split | History |
| FIVEFive Below, Inc | COM | 616,382 | $84.9M | 5.7% | +7,091+1.2% | Added | History |
| KMXCarMax Inc | COM | 1,227,537 | $81.0M | 5.5% | +30,633+2.6% | Added | History |
| HEI.AHeico Corp | CL A | 665,048 | $76.2M | 5.2% | +7,297+1.1% | Added | History |
| KEYSKeysight Technologies, Inc. | Stock | 465,237 | $73.2M | 5.0% | +7,118+1.6% | Added | History |
| VVisa Inc. | Stock | 360,179 | $64.0M | 4.3% | +8,559+2.4% | Added | History |
| MTBM&T Bank Corp | COM | 302,370 | $53.3M | 3.6% | +3,850+1.3% | Added | History |
| PGRProgressive Corp | Stock | 450,924 | $52.4M | 3.5% | −127,915−22.1% | Reduced | History |
| NVRNVR Inc | COM | 12,696 | $50.6M | 3.4% | −3,816−23.1% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 268,430 | $36.4M | 2.5% | +4,640+1.8% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 430,196 | $35.5M | 2.4% | +13,314+3.2% | Added | History |
| FBINFortune Brands Innovations, Inc. | COM | 635,395 | $34.1M | 2.3% | +17,248+2.8% | Added | History |
| SSNCSS&C Technologies Holdings Inc | COM | 712,786 | $34.0M | 2.3% | +12,266+1.8% | Added | History |
| IBPInstalled Building Products, Inc. | COM | 413,974 | $33.5M | 2.3% | +6,081+1.5% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 350,613 | $31.7M | 2.1% | +6,210+1.8% | Added | History |
| First Rep BK San Francisco C33616C100 | COM | 219,420 | $28.6M | 1.9% | +190,364+655.2% | Added | – |
| BACBank of America Corp | Stock | 931,088 | $28.1M | 1.9% | +2,111+0.2% | Added | History |
| CIENCiena Corp | COM NEW | 682,286 | $27.6M | 1.9% | +7,769+1.2% | Added | History |
| DISWalt Disney Co | Stock | 225,258 | $21.2M | 1.4% | +2,282+1.0% | Added | History |
| GOOGLAlphabet Inc. | Stock | 199,944 | $19.1M | 1.3% | +7,884+4.1% | AddedConverted for a 20-for-1 split | History |
| LULUlululemon athletica inc. | Stock | 59,953 | $16.8M | 1.1% | +55,338+1,199.1% | Added | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 235,613 | $16.6M | 1.1% | +184,778+363.5% | Added | History |
| LFUSLittelfuse Inc | COM | 69,928 | $13.9M | 0.9% | +749+1.1% | Added | History |
| SNBRQSleep Number Corp | COM | 386,262 | $13.1M | 0.9% | +3,859+1.0% | Added | History |
| ANETArista Networks, Inc. | COM | 93,983 | $10.6M | 0.7% | +3,404+3.8% | Added | History |
| ATHMAutohome Inc. | SP ADS RP CL A | 341,881 | $9.83M | 0.7% | +3,714+1.1% | Added | History |
| OZKBank OZK | COM | 211,023 | $8.35M | 0.6% | +2,968+1.4% | Added | History |
| CACCCredit Acceptance Corp | COM | 16,534 | $7.24M | 0.5% | +1,012+6.5% | Added | History |
| MAMastercard Inc | Stock | 15,507 | $4.41M | 0.3% | +497+3.3% | Added | History |
| ADIAnalog Devices Inc | Stock | 26,135 | $3.64M | 0.2% | +749+3.0% | Added | History |
| BRK.ABerkshire Hathaway Inc | CL A | 8 | $3.25M | 0.2% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 28,519 | $2.98M | 0.2% | −255,638−90.0% | Reduced | History |
| COHRCoherent Corp. | COM | 74,202 | $2.59M | 0.2% | +2,539+3.5% | Added | History |
| AAPLApple Inc. | Stock | 14,638 | $2.02M | 0.1% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,761 | $1.70M | 0.1% | −9−0.2% | Reduced | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 4,067 | $1.01M | 0.1% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 3,578 | $833.0K | 0.1% | 00.0% | Unchanged | History |
| CPRTCopart Inc | COM | 6,871 | $731.0K | <0.1% | 00.0% | Unchanged | History |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 16,650 | $681.0K | <0.1% | −339−2.0% | Reduced | History |
| GLDSPDR Gold Trust | ETF | 4,265 | $660.0K | <0.1% | 00.0% | Unchanged | History |
| NVONovo Nordisk A S | ADR | 6,200 | $618.0K | <0.1% | 00.0% | Unchanged | History |
| TJXTJX Companies Inc | Stock | 9,197 | $571.0K | <0.1% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 8,240 | $565.0K | <0.1% | 00.0% | Unchanged | History |
| SBUXStarbucks Corp | Stock | 6,265 | $528.0K | <0.1% | −57−0.9% | Reduced | History |
| ROPRoper Technologies Inc | Stock | 1,460 | $525.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288752 | US HOME CONS ETF | 9,254 | $482.0K | <0.1% | +676+7.9% | Added | – |
| BOOTBoot Barn Holdings, Inc. | COM | 8,253 | $482.0K | <0.1% | 00.0% | Unchanged | History |
| LEVILevi Strauss & Co | CL A COM STK | 32,939 | $477.0K | <0.1% | 00.0% | Unchanged | History |
| FASTFastenal Co | Stock | 9,704 | $447.0K | <0.1% | 00.0% | Unchanged | History |
| SLViShares Silver Trust | ETF | 23,000 | $403.0K | <0.1% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 4,976 | $398.0K | <0.1% | −75−1.5% | Reduced | History |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 8,046 | $394.0K | <0.1% | 00.0% | Unchanged | History |
| SITESiteOne Landscape Supply, Inc. | COM | 3,753 | $391.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287788 | U.S. FINLS ETF | 3,110 | $210.0K | <0.1% | 00.0% | Unchanged | – |
| COSTCostco Wholesale Corp | Stock | 350 | $165.0K | <0.1% | 00.0% | Unchanged | History |
| LLYEli Lilly & Co | Stock | 432 | $140.0K | <0.1% | 00.0% | Unchanged | History |
| GIBCgi Inc | CL A | 1,665 | $125.0K | <0.1% | 00.0% | Unchanged | History |
| RMDResmed Inc | COM | 437 | $95.0K | <0.1% | 00.0% | Unchanged | History |
| RBARB Global Inc. | COM | 1,070 | $67.0K | <0.1% | 00.0% | Unchanged | History |