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Giverny Capital Inc.
| History | Stock | % of Portfolio | Recent Activity | Shares | Reported Price* | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|---|
| ≡ | BRK.B - Berkshire Hathaway Class B | 8.48% | Reduce 0.91% | 505,984 | $502.65 | $254,332,858 | — | — | — | — |
| ≡ | META - Meta Platforms | 6.90% | Add 0.53% | 313,449 | $660.09 | $206,904,550 | $574.46 | -12.97% | $479.80 | $796.25 |
| ≡ | AME - AMETEK INC | 6.71% | Reduce 1.73% | 979,458 | $205.31 | $201,092,522 | $218.29 | +6.32% | $145.02 | $242.05 |
| ≡ | GOOG - ALPHABET INC | 6.69% | Add 0.20% | 639,507 | $313.80 | $200,677,297 | — | — | — | — |
| ≡ | HEI/A - HEICO CORP NEW | 6.35% | Add 0.67% | 754,532 | $252.43 | $190,466,513 | — | — | — | — |
| ≡ | SCHW - SCHWAB CHARLES CORP | 5.28% | Add 0.63% | 1,585,661 | $99.91 | $158,423,391 | — | — | — | — |
| ≡ | MEDP - MEDPACE HLDGS INC | 4.93% | Add 0.58% | 263,320 | $561.65 | $147,893,678 | $498.34 | -11.27% | $250.05 | $628.92 |
| ≡ | V - Visa | 4.77% | Add 0.45% | 407,345 | $350.71 | $142,859,965 | $300.80 | -14.23% | $293.89 | $375.51 |
| ≡ | IBP - INSTALLED BLDG PRODS INC | 4.49% | Add 0.87% | 519,236 | $259.39 | $134,684,626 | $268.71 | +3.59% | $150.83 | $349.00 |
| ≡ | PGR - PROGRESSIVE CORP | 4.08% | Add 0.55% | 536,832 | $227.72 | $122,247,383 | $195.25 | -14.26% | $192.02 | $289.96 |
| ≡ | FIVE - FIVE BELOW INC | 4.01% | Add 0.10% | 637,747 | $188.36 | $120,126,025 | $235.39 | +24.97% | $54.61 | $237.50 |
| ≡ | BKNG - Booking Holdings | 3.83% | Add 0.48% | 21,445 | $5,355.33 | $114,845,052 | $167.77 | -96.87% | $150.62 | $233.58 |
| ≡ | GOOGL - Alphabet | 3.77% | Add 0.63% | 361,398 | $313.00 | $113,117,574 | $295.77 | -5.50% | $140.53 | $349.00 |
| ≡ | NVR - NVR INC | 3.43% | Add 0.26% | 14,112 | $7,292.77 | $102,915,570 | — | — | — | — |
| ≡ | MKL - MARKEL CORP | 3.15% | Add 0.34% | 43,978 | $2,149.65 | $94,537,308 | $1,898.98 | -11.66% | $1,621.89 | $2,207.59 |
| ≡ | KNSL - KINSALE CAPITAL GROUP IN | 2.80% | Add 12.50% | 214,264 | $391.12 | $83,802,936 | $344.90 | -11.82% | $321.97 | $512.76 |
| ≡ | KEYS - KEYSIGHT TECHNOLOGIES INC | 2.26% | Add 0.04% | 334,046 | $203.19 | $67,874,807 | $291.24 | +43.33% | $121.43 | $317.00 |
| ≡ | DIS - DISNEY WALT CO | 2.07% | Add 109.07% | 544,419 | $113.77 | $61,938,550 | $96.61 | -15.08% | $80.10 | $124.69 |
| ≡ | BRO - BROWN & BROWN | 2.05% | Add 139.73% | 772,520 | $79.70 | $61,569,844 | $65.95 | -17.25% | $63.29 | $121.70 |
| ≡ | OZK - BANK OZK LITTLE ROCK ARK | 1.94% | Add 0.17% | 1,264,042 | $46.02 | $58,171,213 | $46.31 | +0.63% | $35.71 | $53.66 |
| ≡ | RMD - RESMED INC | 1.89% | Reduce 0.01% | 235,388 | $240.87 | $56,697,908 | $224.09 | -6.97% | $199.92 | $293.81 |
| ≡ | ANET - ARISTA NETWORKS INC | 1.83% | Add 1.64% | 419,158 | $131.03 | $54,922,273 | $126.68 | -3.32% | $59.43 | $164.94 |
| ≡ | ADI - Analog Devices | 1.60% | Add 0.16% | 176,747 | $271.20 | $47,933,786 | $318.34 | +17.38% | $158.65 | $363.20 |
| ≡ | BFAM - BRIGHT HORIZONS FAM SOL IN D | 1.39% | Buy | 410,196 | $101.40 | $41,593,874 | $83.81 | -17.35% | $63.68 | $132.99 |
| ≡ | LULU - LULULEMON ATHLETICA INC | 1.00% | Add 0.16% | 144,237 | $207.81 | $29,973,891 | — | — | — | — |
| ≡ | LFUS - LITTELFUSE INC | 0.69% | Add 0.40% | 81,585 | $252.92 | $20,634,478 | $346.54 | +37.02% | $142.10 | $380.00 |
| ≡ | JPM - JPMORGAN CHASE & CO. | 0.56% | Add 2.23% | 51,838 | $322.22 | $16,703,240 | — | — | — | — |
| ≡ | MA - Mastercard | 0.55% | Add 3.73% | 28,759 | $570.88 | $16,417,938 | $493.44 | -13.57% | $465.59 | $601.77 |
| ≡ | FND - FLOOR & DECOR HLDGS INC | 0.48% | Reduce 0.12% | 235,876 | $60.89 | $14,362,490 | $47.47 | -22.04% | $46.47 | $92.41 |
| ≡ | TWFG - TWFG INC | 0.32% | Add 10.39% | 331,511 | $28.77 | $9,537,571 | $18.09 | -37.12% | $16.56 | $36.85 |
| ≡ | BLDR - BUILDERS FIRSTSOURCE INC | 0.31% | Add 3.32% | 89,984 | $102.89 | $9,258,454 | $79.12 | -23.10% | $76.50 | $151.03 |
| ≡ | BRK/A - BERKSHIRE HATHAWAY INC DEL | 0.28% | Hold | 11 | $754,800.00 | $8,302,800 | — | — | — | — |
| ≡ | FERG - Ferguson | 0.27% | Add 2.45% | 36,374 | $222.63 | $8,097,944 | $235.07 | +5.59% | $146.00 | $271.64 |
| ≡ | TSM - Taiwan Semiconductor | 0.16% | Add 96.85% | 16,069 | $301.00 | $4,836,769 | $339.04 | +12.64% | $134.25 | $390.21 |
| ≡ | AAPL - Apple | 0.15% | Reduce 2.12% | 16,518 | $271.86 | $4,490,583 | $255.92 | -5.86% | $169.21 | $288.62 |
| ≡ | COF - CAPITAL ONE FINL CORP | 0.07% | Reduce 0.01% | 8,274 | $242.36 | $2,005,287 | $181.92 | -24.94% | $143.22 | $259.64 |
| ≡ | YUMC - YUM CHINA HLDGS INC | 0.06% | Hold | 36,036 | $47.74 | $1,720,359 | $49.19 | +3.04% | $41.00 | $58.39 |
| ≡ | SPY - SPDR S&P 500 ETF Trust | 0.06% | Hold | 2,474 | $681.92 | $1,687,070 | $655.83 | -3.83% | $481.80 | $697.84 |
| ≡ | GLD - SPDR GOLD TR | 0.05% | Hold | 3,876 | $396.31 | $1,536,098 | $429.41 | +8.35% | $272.58 | $509.70 |
| ≡ | MTB - M & T BK CORP | 0.05% | Hold | 7,540 | $201.48 | $1,519,159 | $210.16 | +4.31% | $150.75 | $239.00 |
| ≡ | ITB - ISHARES TR | 0.04% | Add 1.19% | 11,698 | $96.30 | $1,126,517 | $90.25 | -6.28% | $82.71 | $118.00 |
| ≡ | M2029K104 - BIRKENSTOCK HOLDING PLC | 0.04% | Hold | 27,392 | $40.90 | $1,120,333 | — | — | — | — |
| ≡ | CPRT - COPART INC | 0.04% | Hold | 27,484 | $39.15 | $1,075,999 | — | — | — | — |
| ≡ | MSFT - Microsoft | 0.03% | Add 0.06% | 1,704 | $483.62 | $824,088 | $373.46 | -22.78% | $344.79 | $555.45 |
| ≡ | ODFL - OLD DOMINION FREIGHT LINE IN | 0.03% | Hold | 5,255 | $156.80 | $823,984 | $198.00 | +26.28% | $126.01 | $221.63 |
| ≡ | NVO - NOVO-NORDISK A S | 0.02% | Hold | 12,400 | $50.88 | $630,912 | — | — | — | — |
| ≡ | DFH - DREAM FINDERS HOMES | 0.02% | Hold | 32,202 | $17.10 | $550,654 | $14.07 | -17.72% | $13.39 | $31.50 |
| ≡ | SITE - SITEONE LANDSCAPE SUPPLY INC | 0.02% | Hold | 3,753 | $124.56 | $467,474 | $126.74 | +1.75% | $101.25 | $168.56 |
| ≡ | ISRG - INTUITIVE SURGICAL INC | 0.01% | Buy | 405 | $566.36 | $229,376 | $452.07 | -20.18% | $425.00 | $603.88 |
| ≡ | COST - COSTCO WHSL CORP NEW | 0.01% | Hold | 240 | $862.34 | $206,962 | $1,014.96 | +17.70% | $844.06 | $1,067.08 |
* Reported price is computed as filing value divided by reported shares.