Giverny Capital
SuperinvestorGiverny Capital Inc.
- SEC CIK
- 0001641864
- Manager
- François Rochon
- Style
- Quality
- Latest filing
- Aug 26, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 13, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 52
- +2 vs. Q2 2024
- Portfolio value
- $2.63B
- +$263.7M (+11.1%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 489,311 | $225.2M | 8.6% | +4,841+1.0% | Added | History |
| METAMeta Platforms, Inc. | Stock | 309,942 | $177.4M | 6.7% | +12,229+4.1% | Added | History |
| AMEAmetek Inc | COM | 959,222 | $164.7M | 6.3% | +22,526+2.4% | Added | History |
| HEI.AHeico Corp | CL A | 732,993 | $149.4M | 5.7% | +9,296+1.3% | Added | History |
| PGRProgressive Corp | Stock | 536,693 | $136.2M | 5.2% | +1,872+0.4% | Added | History |
| NVRNVR Inc | COM | 13,307 | $130.6M | 5.0% | +128+1.0% | Added | History |
| KMXCarMax Inc | COM | 1,637,125 | $126.7M | 4.8% | +42,177+2.6% | Added | History |
| IBPInstalled Building Products, Inc. | COM | 487,115 | $120.0M | 4.6% | +15,563+3.3% | Added | History |
| GOOGAlphabet Inc. | Stock | 646,180 | $108.0M | 4.1% | −1,256−0.2% | Reduced | History |
| VVisa Inc. | Stock | 391,760 | $107.7M | 4.1% | +4,793+1.2% | Added | History |
| FISVFiserv Inc | Stock | 501,278 | $90.1M | 3.4% | +16,345+3.4% | Added | History |
| BKNGBooking Holdings Inc. | Stock | 20,515 | $86.4M | 3.3% | +512+2.6% | Added | History |
| KEYSKeysight Technologies, Inc. | Stock | 481,070 | $76.5M | 2.9% | +1,512+0.3% | Added | History |
| MEDPMedpace Holdings, Inc. | COM | 227,072 | $75.8M | 2.9% | +38,978+20.7% | Added | History |
| SBUXStarbucks Corp | Stock | 718,004 | $70.0M | 2.7% | +2,378+0.3% | Added | History |
| MKLMarkel Group Inc. | COM | 42,684 | $67.0M | 2.5% | +1,213+2.9% | Added | History |
| MTBM&T Bank Corp | COM | 360,591 | $64.2M | 2.4% | +15,329+4.4% | Added | History |
| FIVEFive Below, Inc | COM | 725,249 | $64.1M | 2.4% | +27,374+3.9% | Added | History |
| SCHWSchwab Charles Corp | Stock | 935,772 | $60.6M | 2.3% | +65,959+7.6% | Added | History |
| GOOGLAlphabet Inc. | Stock | 346,704 | $57.5M | 2.2% | +36,621+11.8% | Added | History |
| OZKBank OZK | COM | 1,197,374 | $51.5M | 2.0% | +2,835+0.2% | Added | History |
| ADIAnalog Devices Inc | Stock | 206,111 | $47.4M | 1.8% | +5,688+2.8% | Added | History |
| ANETArista Networks, Inc. | COM | 106,670 | $40.9M | 1.6% | +9,051+9.3% | Added | History |
| KNSLKinsale Capital Group, Inc. | Stock | 86,315 | $40.2M | 1.5% | +53,571+163.6% | Added | History |
| FBINFortune Brands Innovations, Inc. | COM | 446,106 | $39.9M | 1.5% | +475+0.1% | Added | History |
| BACBank of America Corp | Stock | 990,048 | $39.3M | 1.5% | +3,933+0.4% | Added | History |
| LULUlululemon athletica inc. | Stock | 141,477 | $38.4M | 1.5% | +11,364+8.7% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 446,288 | $29.5M | 1.1% | +272+0.1% | Added | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 230,681 | $28.6M | 1.1% | −45,617−16.5% | Reduced | History |
| DISWalt Disney Co | Stock | 245,548 | $23.6M | 0.9% | +12,286+5.3% | Added | History |
| LFUSLittelfuse Inc | COM | 79,015 | $21.0M | 0.8% | +323+0.4% | Added | History |
| CACCCredit Acceptance Corp | COM | 29,258 | $13.0M | 0.5% | +4,151+16.5% | Added | History |
| MAMastercard Inc | Stock | 25,546 | $12.6M | 0.5% | +2,022+8.6% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 43,324 | $9.14M | 0.3% | +3,098+7.7% | Added | History |
| ALGNAlign Technology Inc | COM | 32,993 | $8.39M | 0.3% | +3,002+10.0% | Added | History |
| BRK.ABerkshire Hathaway Inc | CL A | 7 | $4.84M | 0.2% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,752 | $2.73M | 0.1% | 00.0% | Unchanged | History |
| ICEIntercontinental Exchange, Inc. | Stock | 16,799 | $2.70M | 0.1% | +16,799 | New | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 14,550 | $2.53M | 0.1% | +6,387+78.2% | Added | History |
| AAPLApple Inc. | Stock | 9,852 | $2.30M | 0.1% | −175−1.7% | Reduced | History |
| COFCapital One Financial Corp | Stock | 14,774 | $2.21M | 0.1% | +14,774 | New | History |
| YUMCYum China Holdings, Inc. | COM | 36,036 | $1.62M | 0.1% | +36,036 | New | History |
| NVONovo Nordisk A S | ADR | 12,400 | $1.48M | 0.1% | 00.0% | Unchanged | History |
| CPRTCopart Inc | COM | 27,484 | $1.44M | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464288752 | US HOME CONS ETF | 10,299 | $1.31M | <0.1% | −2,263−18.0% | Reduced | – |
| DFHDream Finders Homes, Inc. | COM CL A | 32,202 | $1.17M | <0.1% | 00.0% | Unchanged | History |
| FWONKLiberty Media Corp | COM SER C FRMLA | 15,000 | $1.16M | <0.1% | +15,000 | New | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 5,255 | $1.04M | <0.1% | +531+11.2% | Added | History |
| GLDSPDR Gold Trust | ETF | 4,206 | $1.02M | <0.1% | 00.0% | Unchanged | History |
| SLViShares Silver Trust | ETF | 23,000 | $653.4K | <0.1% | 00.0% | Unchanged | History |
| SITESiteOne Landscape Supply, Inc. | COM | 3,753 | $566.4K | <0.1% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 240 | $212.8K | <0.1% | +240 | New | History |
Sold out since Q2 2024 (3)
Positions held at the end of Q2 2024 that are gone from this filing.