Giverny Capital Inc. (Francois Rochon)
Basic Stats
Market Value
2.74B
Top 10 (%)
55.0%
Portfolio Size (Change from Prev.)
62 (9)
Avg. Holding Period
17 years
Turnover
0.2%
Industry Breakdown
Services-computer Programming, Data Processing, Etc.
19.0%
Fire, Marine & Casualty Insurance
17.6%
Services-business Services, Nec
9.8%
Industrial Instruments For Measurement, Display, And Control
8.4%
Retail-auto Dealers & Gasoline Stations
5.1%
Aircraft Engines & Engine Parts
5.0%
Operative Builders
4.1%
Transportation Services
3.8%
General Bldg Contractors - Residential Bldgs
3.2%
Services-commercial Physical & Biological Research
2.8%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 BRK-B | Berkshire Hathaway Inc Del | 229.16M | 8.4% | 505.6K | 3.3% | 16.2K | 453.00 | 0.0% |
 META | Meta Platforms Inc | 184.49M | 6.7% | 315.1K | 1.7% | 5.2K | 586.00 | 0.0% |
 AME | Ametek Inc | 175.66M | 6.4% | 974.5K | 1.6% | 15.2K | 180.00 | 0.4% |
 GOOG | Alphabet Inc C | 143.85M | 5.3% | 755.3K | 16.9% | 109.2K | 190.00 | 0.0% |
 HEI-A | Heico Corp New | 138.01M | 5.0% | 741.7K | 1.2% | 8.7K | 186.00 | 0.5% |
 KMX | Carmax Inc | 137.59M | 5.0% | 1.7M | 2.8% | 45.7K | 82.00 | 1.1% |
 PGR | Progressive Corp | 130.79M | 4.8% | 545.9K | 1.7% | 9.2K | 240.00 | 0.1% |
 FI | Fiserv Inc | 129.47M | 4.7% | 630.3K | 25.7% | 129.0K | 205.00 | 0.1% |
 V | Visa Inc | 125.06M | 4.6% | 395.7K | 1.0% | 4.0K | 316.00 | 0.0% |
 NVR | Nvr Inc | 110.89M | 4.1% | 13.6K | 1.9% | 251.0 | 8.18K | 0.4% |
 BKNG | Booking Holdings Inc. | 105.22M | 3.8% | 21.2K | 3.2% | 662.0 | 4.97K | 0.1% |
 IBP | Installed Bldg Prods Inc | 88.45M | 3.2% | 504.7K | 3.6% | 17.6K | 175.00 | 1.8% |
 MEDP | Medpace Holdings Inc | 77.84M | 2.8% | 234.3K | 3.2% | 7.2K | 332.00 | 0.8% |
 FIVE | Five Below Inc | 76.84M | 2.8% | 732.1K | 0.9% | 6.9K | 105.00 | 1.3% |
 MKL | Markel Corp | 74.80M | 2.7% | 43.3K | 1.5% | 647.0 | 1.73K | 0.3% |