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 NVR
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $89,931,411 | 13,647 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $102,915,570 | 14,112 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $113,087,842 | 14,075 | Shares | Defined | 2025-11-17 | |
| 2025-06-30 | $103,679,897 | 14,038 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $97,726,822 | 13,490 | Shares | Defined | 2025-08-12 | |
| 2024-12-31 | $110,889,524 | 13,558 | Shares | Defined | 2025-08-12 | |
| 2024-09-30 | $130,565,619 | 13,307 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $100,009,633 | 13,179 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $106,417,274 | 13,138 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $88,709,704 | 12,672 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $75,578,861 | 12,674 | Shares | Defined | 2024-01-25 | |
| 2023-06-30 | $80,081,319 | 12,610 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $67,568,374 | 12,126 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $57,606,512 | 12,489 | Shares | Defined | 2023-05-17 | |
| 2022-09-30 | $50,619,968 | 12,696 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $66,116,358 | 16,512 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $70,274,624 | 15,731 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $92,308,368 | 15,622 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $73,713,775 | 15,376 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $75,066,987 | 15,094 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $68,539,323 | 14,549 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $58,329,759 | 14,297 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $57,000,356 | 13,960 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $46,000,515 | 14,116 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $35,654,109 | 13,878 | Shares | Defined | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||