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 SCHW
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $144,372,639 | 1,536,206 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $158,423,390 | 1,585,661 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $150,439,334 | 1,575,776 | Shares | Defined | 2025-11-17 | |
| 2025-06-30 | $143,018,243 | 1,567,495 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $74,292,886 | 949,066 | Shares | Defined | 2025-08-12 | |
| 2024-12-31 | $70,156,077 | 947,927 | Shares | Defined | 2025-08-12 | |
| 2024-09-30 | $60,647,383 | 935,772 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $64,096,519 | 869,813 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $62,315,918 | 861,431 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $57,372,595 | 833,904 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $44,170,398 | 804,561 | Shares | Defined | 2024-01-25 | |
| 2023-06-30 | $42,630,785 | 752,131 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $63,973,265 | 1,221,330 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $103,480,024 | 1,242,854 | Shares | Defined | 2023-05-17 | |
| 2022-09-30 | $88,295,960 | 1,228,551 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $75,420,682 | 1,193,743 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $97,199,565 | 1,152,883 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $96,080,970 | 1,142,461 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $81,516,045 | 1,119,111 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $77,760,351 | 1,067,990 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $66,614,090 | 1,022,002 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $52,924,638 | 997,825 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $34,786,053 | 960,145 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $32,265,258 | 956,291 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $29,837,649 | 887,497 | Shares | Defined | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||