← All Tracked Holdings
Giverny Capital INC.
Current Holdings
| Company ▲ ▼ | Asset / Class ▲ ▼ | Holding history | Current Weight ▲ ▼ | Previous Weight ▲ ▼ | Δ % ▲ ▼ |
|---|---|---|---|---|---|
| ALPHABET INC C | Common | 7.1925% | 6.5211% | +0.67% | |
| HEICO CORP NEW | Common | 6.3755% | 5.7073% | +0.67% | |
| META PLATFORMS INC | Common | 5.7362% | 6.4479% | -0.71% | |
| SCHWAB CHARLES CORP | Common | 5.2166% | 5.2858% | -0.07% | |
| AUTOMATIC DATA PROC INC | Common | 4.9284% | 3.1175% | +1.81% | |
| AMETEK INC | Common | 4.8707% | 4.8035% | +0.07% | |
| MEDPACE HOLDINGS INC | Common | 4.5213% | 4.5021% | +0.02% | |
| VISA INC | Common | 4.4975% | 4.3859% | +0.11% | |
| BERKSHIRE HATHAWAY INC DEL | Common | 4.1798% | 6.6428% | -2.46% | |
| PROGRESSIVE CORP | Common | 3.9829% | 3.8348% | +0.15% | |
| ALPHABET INC | Common | 3.7261% | 3.6687% | +0.06% | |
| FIVE BELOW INC | Common | 3.6155% | 5.1629% | -1.55% | |
| BOOKING HOLDINGS INC. | Common | 3.1321% | 3.2551% | -0.12% | |
| INSTALLED BLDG PRODS INC | Common | 3.0729% | 3.9186% | -0.85% | |
| NVR INC | Common | 3.0325% | 3.2926% | -0.26% | |
| KINSALE CAPITAL GROUP IN | Common | 2.6694% | 2.7387% | -0.07% | |
| BRIGHT HORIZONSFAMILY SOLUTION | Common | 2.5756% | 2.2321% | +0.34% | |
| RESMED INC | Common | 2.5400% | 1.8903% | +0.65% | |
| BANK OZK LITTLE ROCK ARK | Common | 2.0983% | 2.0683% | +0.03% | |
| MARKEL CORP | Common | 2.0275% | 3.0094% | -0.98% | |
| ARISTA NETWORKS INC | Common | 1.9413% | 0.0000% | +1.94% | |
| KEYSIGHT TECHNOLOGIES INC | Common | 1.6839% | 3.3411% | -1.66% | |
| DISNEY WALT CO | Common | 1.6684% | 1.8932% | -0.22% | |
| BROWN & BROWN | Common | 1.6247% | 1.8032% | -0.18% | |
| ANALOG DEVICES INC | Common | 1.2460% | 1.9924% | -0.75% | |
| NEW YORK TIMES CO-A- | Common | 1.1398% | 0.0000% | +1.14% | |
| LITTELFUSE INC | Common | 1.1348% | 1.0029% | +0.13% | |
| MSA SAFETY INC | Common | 0.9761% | 0.0000% | +0.98% | |
| WATSCO INC | Common | 0.9244% | 0.0000% | +0.92% | |
| AAON INC | Common | 0.8734% | 0.6115% | +0.26% | |
| SPDR GOLD TR | ETF | 0.8416% | 0.0611% | +0.78% | |
| SUNBELT RENTALS HOLDINGS | Common | 0.7260% | 0.6454% | +0.08% | |
| VEEVA SYSTEMS INC CL-A | Common | 0.5666% | 0.0000% | +0.57% | |
| AMERICAN EXPRESS CO | Common | 0.5297% | 0.0000% | +0.53% | |
| TWFG INC | Common | 0.5276% | 0.3717% | +0.16% | |
| JPMORGAN CHASE & CO | Common | 0.5269% | 0.5632% | -0.04% | |
| MASTERCARD INCORPORATED | Common | 0.4976% | 0.5134% | -0.02% | |
| LULULEMON ATHLETICA INC | Common | 0.4945% | 0.7993% | -0.30% | |
| FLOOR & DECOR HLDGS INC | Common | 0.4588% | 0.4312% | +0.03% | |
| HAWKINS INC | Common | 0.4536% | 0.0000% | +0.45% | |
| FERGUSON ENTERPRISES INC | Common | 0.2983% | 0.0000% | +0.30% | |
| BUILDERS FIRSTSOURCE INC | Common | 0.2752% | 0.2767% | -0.00% | |
| BERKSHIRE HATHAWAY INC DEL | Common | 0.2266% | 0.2892% | -0.06% | |
| APPLE INC | Common | 0.1264% | 0.1397% | -0.01% | |
| TAIWAN SEMICONDUCTOR MFG LTD | ADR | 0.0587% | 0.1005% | -0.04% | |
| SPDR S&P 500 ETF | ETF | 0.0576% | 0.0589% | -0.00% | |
| YUM CHINA HLDGS INC | Common | 0.0495% | 0.0644% | -0.01% | |
| ISHARES TR | ETF | 0.0410% | 0.0360% | +0.01% | |
| MICROSOFT CORP | Common | 0.0224% | 0.0259% | -0.00% | |
| INVESCO QQQ TR | ETF | 0.0097% | 0.0000% | +0.01% | |
| COPART INC | Common | 0.0078% | 0.0334% | -0.03% |
Historical Holdings
| Company ▲ ▼ | Asset / Class ▲ ▼ | Holding history | Held until ▲ ▼ |
|---|---|---|---|
| ARISTA NETWORKS INC | Common | Q1 2026 | |
| BIRKENSTOCK HLDG PLC | Common | Q1 2026 | |
| FERGUSON ENTERPRISES INC | Common | Q1 2026 | |
| INVESCO EXCH TRADED FD TR II | ETF | Q1 2026 | |
| INVESCO S&P500 EQ WGT ETF | ETF | Q1 2026 | |
| M & T BK CORP | Common | Q1 2026 | |
| NOVO-NORDISK A S | ADR | Q1 2026 | |
| OLD DOMINION FREIGHT LINE IN | Common | Q1 2026 | |
| SITEONE LANDSCAPE SUPPLY INC | Common | Q1 2026 | |
| CAPITAL ONE FC | Common | Q4 2025 | |
| COSTCO WHSL CORP NEW | Common | Q4 2025 | |
| DREAM FINDERS HOMES | Common | Q4 2025 | |
| INTUITIVE SURGICAL INC | Common | Q4 2025 | |
| ALIGN TECHNOLOGY INC | Common | Q3 2025 | |
| CARMAX INC | Common | Q3 2025 | |
| CREDIT ACCEP CORP MICH | Common | Q3 2025 | |
| FISERV INC | Common | Q3 2025 | |
| AMAZON COM INC | Common | Q2 2025 | |
| BANK AMERICA CORP | Common | Q2 2025 | |
| STARBUCKS CORP | Common | Q2 2025 | |
| ARISTA NETWORKS INC | Common | Q1 2025 | |
| BLACKROCK ISHS PRM MM ETF | ETF | Q1 2025 | |
| DOUBLELINE SHILLER ENHANCED CAPE I | ETF | Q4 2024 | |
| EDWARDS LIFESCIENCES CORP | Common | Q4 2024 | |
| FORTUNE BRANDS HOME & SEC IN | Common | Q4 2024 | |
| GRAYSCALE BITCOIN TR BTC | ETF | Q4 2024 | |
| INTERCONTINENTAL EXCHANGE IN | Common | Q4 2024 | |
| ISHARES SILVER TR | ETF | Q4 2024 | |
| JACOBS SOLUTIONS INC | Common | Q4 2024 | |
| LIBERTY BROADBAND CORP | Common | Q4 2024 | |
| UNITEDHEALTH GRP INC | Common | Q4 2024 | |
| VANGUARD 500 INDX ETF-NEW | ETF | Q4 2024 | |
| LIBERTY MEDIA CORP SERIES C LIBERTY MEDIA | Common | Q3 2024 | |
| AIRBNB INC CL-A | Common | Q2 2024 | |
| FERGUSON PLC NEW F | Common | Q2 2024 | |
| CIENA CORP | Common | Q1 2024 | |
| COHERENT CORP | Common | Q1 2024 | |
| TJX COS INC NEW | Common | Q1 2024 | |
| ALIBABA GROUP HLDG LTD | ADR | Q4 2023 | |
| AUTOHOME INC | ADR | Q4 2023 | |
| BOOT BARN HLDGS INC | Common | Q4 2023 | |
| CGI INC | Common | Q4 2023 | |
| FASTENAL CO | Common | Q4 2023 | |
| KNIGHT-SWIFT TRANSN HLDGS IN | Common | Q4 2023 | |
| MASTERBRAND INC | Common | Q4 2023 | |
| ROPER TECHNOLOGIES INC | Common | Q4 2023 | |
| SPDR S&P 500 ETF TR | ETF | Q4 2023 | |
| ALIBABAGROUPHLDGLTD | ADR | Q3 2023 | |
| ALPHABETINC | Common | Q3 2023 | |
| ALPHABETINC | Common | Q3 2023 | |
| AUTOHOMEINC | ADR | Q3 2023 | |
| BERKSHIREHATHAWAYINCDEL | Common | Q3 2023 | |
| BERKSHIREHATHAWAYINCDEL | Common | Q3 2023 | |
| BROOKFIELDCORP | Common | Q3 2023 | |
| CGIINC | Common | Q3 2023 | |
| CIENACORP | Common | Q3 2023 | |
| FLOOR&DECORHLDGSINC | Common | Q3 2023 | |
| HEICOCORPNEW | Common | Q3 2023 | |
| ISHARESTR | ETF | Q3 2023 | |
| ISHARESTR | ETF | Q3 2023 | |
| KNIGHT-SWIFTTRANSNHLDGSIN | Common | Q3 2023 | |
| MARKELCORP | Common | Q3 2023 | |
| MASTERCARDINCORPORATED | Common | Q3 2023 | |
| METAPLATFORMSINC | Common | Q3 2023 | |
| SPDRGOLDTR | ETF | Q3 2023 | |
| SPDRS&P500ETFTR | ETF | Q3 2023 | |
| TAIWANSEMICONDUCTORMFGLTD | ADR | Q3 2023 | |
| VISAINC | Common | Q3 2023 | |
| BROOKFIELD CORP | Common | Q2 2023 | |
| ISHARES TR | ETF | Q2 2023 | |
| LEVI STRAUSS & CO NEW | Common | Q2 2023 | |
| SLEEP NUMBER CORP | Common | Q2 2023 | |
| SS&C TECHNOLOGIES HLDGS INC | Common | Q2 2023 | |
| FIRST REP BK SAN FRANCISCO C | Common | Q4 2022 | |
| MARKEL CORP | Common | Q4 2022 | |
| RITCHIE BROS AUCTIONEERS | Common | Q4 2022 | |
| BROOKFIELD ASSET MGMT INC | Class A | Q3 2022 | |
| LILLY ELI & CO | Common | Q3 2022 | |
| II-VI INC | Common | Q2 2022 | |
| WAYFAIR INC | Common | Q4 2021 | |
| HEALTHCARE SVCS GROUP INC | Common | Q3 2021 | |
| LIBERTY BROADBAND CORP | Common | Q3 2021 | |
| AUTOHOME INC CL-A ADR | ADR | Q2 2021 | |
| JACOBS ENGR GROUP INC | Common | Q2 2021 | |
| NEW GOLD INC CDA | Common | Q2 2021 | |
| CHARTER COMMUNICATIONS INC N | Common | Q2 2020 | |
| DELTA AIR LINES INC DEL | Common | Q1 2020 | |
| MOHAWK INDS INC | Common | Q1 2020 | |
| SOUTHWEST AIRLINES CO | Common | Q1 2020 | |
| UNION PACIFIC CORP | Common | Q1 2020 | |
| LIBERTY MEDIA-C LIB FORM | Common | Q4 2019 | |
| O'REILLY AUTOMOTIVE | Common | Q4 2019 | |
| LKQ CORP | Common | Q2 2019 | |
| ALPHABET INC CL-A | Common | Q1 2019 | |
| ALPHABET INC CL-C | Common | Q1 2019 | |
| BERKSHIRE HATHAWAY-B-NEW | Common | Q1 2019 | |
| BROOKFIELD ASSET MGT-A LV | Class A | Q1 2019 | |
| VISA INC CLASS-A | Common | Q1 2019 | |
| BALCHEM CORP | Common | Q4 2018 | |
| BANK OZK | Common | Q3 2018 | |
| RYANAIR HLDGS PLC | ADR | Q3 2018 | |
| HANESBRANDS INC | Common | Q2 2018 | |
| STANTEC INC | Common | Q2 2018 | |
| WELLS FARGO CO | Common | Q2 2018 | |
| BUFFALO WILD WINGS INC | Common | Q4 2016 | |
| KNIGHT TRANSPORTATION INC | Common | Q4 2016 | |
| STERICYCLE INC | Common | Q4 2016 | |
| AMETEK INC | Common | Q3 2016 | |
| BALCHEM CORP | Common | Q3 2016 | |
| BANK OF THE OZARKS INC | Common | Q3 2016 | |
| BERKSHIRE HATHAWAY | Class B | Q3 2016 | |
| ALPHABET INC | Class C | Q2 2016 | |
| ALPHABET INC | Common | Q2 2016 | |
| INTL BUSINESS MACHINES | Common | Q4 2015 | |
| PRA GROUP INC | Common | Q4 2015 | |
| VALEANT PHARMA INTL | Common | Q4 2015 | |
| CABELAS INC CL-A | Common | Q3 2015 | |
| WELLS FARGO CO | Common | Q3 2015 | |
| PRECISION CASTPARTS CORP | Common | Q2 2015 |