Giverny Capital Inc. (Francois Rochon)
Basic Stats
Market Value
2.71B
Top 10 (%)
56.9%
Portfolio Size (Change from Prev.)
54 (-8)
Avg. Holding Period
18 years
Turnover
0.2%
Industry Breakdown
Services-prepackaged Software
0.0%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 BERKSHIRE HATHAWAY INC DEL | Berkshire Hathaway Inc Del | 268.06M | 9.9% | 503.3K | -0.4% | -2.2K | 533.00 | — |
 META PLATFORMS INC | Meta Platforms Inc | 181.64M | 6.7% | 315.1K | 0.0% | 49.0 | 576.00 | — |
 AMETEK INC | Ametek Inc | 168.26M | 6.2% | 977.4K | 0.3% | 3.0K | 172.00 | — |
 HEICO CORP NEW | Heico Corp New | 156.54M | 5.8% | 742.0K | 0.0% | 356.0 | 211.00 | — |
 PROGRESSIVE CORP | Progressive Corp | 149.76M | 5.5% | 529.2K | -3.1% | -16.7K | 283.00 | — |
 FISERV INC | Fiserv Inc | 139.04M | 5.1% | 629.6K | -0.1% | -621.0 | 221.00 | — |
 VISA INC | Visa Inc | 137.92M | 5.1% | 393.5K | -0.5% | -2.2K | 350.00 | — |
 CARMAX INC | Carmax Inc | 127.92M | 4.7% | 1.6M | -2.5% | -41.2K | 78.00 | — |
 ALPHABET INC C | Alphabet Inc C | 117.97M | 4.3% | 755.1K | -0.0% | -233.0 | 156.00 | — |
 NVR INC | Nvr Inc | 97.73M | 3.6% | 13.5K | -0.5% | -68.0 | 7.24K | — |
 BOOKING HOLDINGS INC. | Booking Holdings Inc. | 97.35M | 3.6% | 21.1K | -0.2% | -45.0 | 4.61K | — |
 INSTALLED BLDG PRODS INC | Installed Bldg Prods Inc | 87.11M | 3.2% | 508.1K | 0.7% | 3.3K | 171.00 | — |
 KINSALE CAPITAL GROUP IN | Kinsale Capital Group In | 82.72M | 3.0% | 170.0K | 87.3% | 79.2K | 487.00 | — |
 MARKEL CORP | Markel Corp | 81.14M | 3.0% | 43.4K | 0.2% | 71.0 | 1.87K | — |
 MEDPACE HOLDINGS INC | Medpace Holdings Inc | 76.76M | 2.8% | 251.9K | 7.5% | 17.7K | 305.00 | — |