Giverny Capital Inc.
Top Portfolio Positions
45 positions ·
$2,386,292,584 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
378,625 | $181,437,100 | 7.60% | |
| META |
Meta Platforms, Inc.
Communication Services
|
307,821 | $176,113,628 | 7.38% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
1,536,206 | $144,372,639 | 6.05% | |
| FIVE |
Five Below, Inc
Consumer Cyclical
|
617,191 | $141,015,799 | 5.91% | |
| AME |
Ametek Inc/
Industrials
|
612,058 | $131,200,752 | 5.50% | |
| MEDP |
Medpace Holdings, Inc.
Healthcare
|
256,081 | $122,967,535 | 5.15% | |
| V |
Visa Inc.
Financial Services
|
396,357 | $119,794,939 | 5.02% | |
| IBP |
Installed Building Products, Inc.
Consumer Cyclical
|
403,665 | $107,031,774 | 4.49% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
528,364 | $104,742,879 | 4.39% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
348,469 | $100,205,745 | 4.20% |
Portfolio Trend
25 quarters · across all stocks
Holdings in FIVE
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $141,015,799 | 617,191 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $120,126,024 | 637,747 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $98,557,823 | 637,090 | Shares | Defined | 2025-11-17 | |
| 2025-06-30 | $82,101,757 | 625,871 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $46,575,738 | 621,590 | Shares | Defined | 2025-08-12 | |
| 2024-12-31 | $76,842,265 | 732,110 | Shares | Defined | 2025-08-12 | |
| 2024-09-30 | $64,075,749 | 725,249 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $76,047,438 | 697,875 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $121,014,922 | 667,190 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $139,427,529 | 654,098 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $103,710,669 | 644,566 | Shares | Defined | 2024-01-25 | |
| 2023-06-30 | $124,551,525 | 633,721 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $123,992,704 | 601,994 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $109,367,741 | 618,351 | Shares | Defined | 2023-05-17 | |
| 2022-09-30 | $84,857,309 | 616,382 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $69,111,878 | 609,291 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $78,335,820 | 494,638 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $71,714,073 | 346,629 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $58,958,708 | 333,458 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $60,966,828 | 315,449 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $57,943,876 | 303,705 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $52,125,842 | 297,896 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $36,836,604 | 290,052 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $30,854,439 | 288,602 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $18,430,269 | 261,868 | Shares | Defined | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||