Giverny Capital Inc.
Top Portfolio Positions
44 positions ·
$2,204,855,484 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| META |
Meta Platforms, Inc.
Communication Services
|
307,821 | $176,113,628 | 7.99% |
| SCHW |
Schwab Charles Corp
Financial Services
|
1,536,206 | $144,372,639 | 6.55% |
| FIVE |
Five Below, Inc
Consumer Cyclical
|
617,191 | $141,015,799 | 6.40% |
| AME |
Ametek Inc/
Industrials
|
612,058 | $131,200,752 | 5.95% |
| MEDP |
Medpace Holdings, Inc.
Healthcare
|
256,081 | $122,967,535 | 5.58% |
| V |
Visa Inc.
Financial Services
|
396,357 | $119,794,939 | 5.43% |
| IBP |
Installed Building Products, Inc.
Consumer Cyclical
|
403,665 | $107,031,774 | 4.85% |
| PGR |
Progressive Corp/Oh/
Financial Services
|
528,364 | $104,742,879 | 4.75% |
| GOOGL |
Alphabet Inc.
Communication Services
|
348,469 | $100,205,745 | 4.54% |
| KEYS |
Keysight Technologies, Inc.
Technology
|
323,184 | $91,257,466 | 4.14% |
Holdings in LFUS
Export CSV
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,391,992 | 80,719 | Shares | Defined | 2026-05-15 | |
| No quarters match your search. | ||||||