Giverny Capital Inc. (Francois Rochon)
Basic Stats
Market Value
2.46B
Top 10 (%)
54.67%
Portfolio Size
51 (-7)
Avg. Holding Period
18 years
Turnover
0.25%
Industry Breakdown
Fire, Marine & Casualty Insurance
18.21%
Services-computer Programming, Data Processing, Etc.
11.64%
Industrial Instruments For Measurement, Display, And Control
9.94%
Services-business Services, Nec
7.91%
Retail-auto Dealers & Gasoline Stations
5.67%
Retail-variety Stores
4.92%
General Bldg Contractors - Residential Bldgs
4.91%
Aircraft Engines & Engine Parts
4.50%
Operative Builders
4.33%
Services-commercial Physical & Biological Research
3.04%
Company | Ticker | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 Berkshire Hathaway Inc Del | BRK-B | 201.84M | 8.21% | 479.98K | -0.80% | -3.88K | $420.20 | 0.02% |
 Ametek Inc | AME | 169.73M | 6.90% | 927.98K | 1.94% | 17.69K | $180.46 | 0.40% |
 Meta Platforms Inc | META | 143.64M | 5.84% | 295.82K | 2.74% | 7.89K | $491.35 | 0.01% |
 Carmax Inc | KMX | 137.84M | 5.61% | 1.58M | 3.18% | 48.82K | $85.94 | 1.00% |
 Markel Corp | MKL | 122.55M | 4.98% | 80.55K | 1.73% | 1.37K | $1,508.78 | 0.61% |
 Five Below Inc | FIVE | 121.01M | 4.92% | 667.19K | 2.00% | 13.09K | $178.88 | 1.20% |
 Installed Bldg Prods Inc | IBP | 120.83M | 4.91% | 467.01K | 2.54% | 11.59K | $257.25 | 1.66% |
 Heico Corp New | HEI-A | 110.68M | 4.50% | 719.00K | 3.21% | 22.39K | $152.49 | 0.52% |
 Progressive Corp | PGR | 109.69M | 4.46% | 530.37K | 4.91% | 24.82K | $209.95 | 0.09% |
 Visa Inc | V | 106.67M | 4.34% | 382.21K | 1.36% | 5.12K | $278.28 | 0.02% |
 Nvr Inc | NVR | 106.42M | 4.33% | 13.14K | 3.68% | 466.00 | $8,026.27 | 0.41% |
 Alphabet Inc | GOOG | 98.33M | 4.00% | 645.80K | 1.23% | 7.85K | $156.50 | 0.01% |
 Fiserv Inc | FISV | 76.75M | 3.12% | 480.25K | 5.58% | 25.37K | $158.57 | 0.08% |
 Medpace Holdings Inc | MEDP | 74.86M | 3.04% | 185.23K | 17.49% | 27.57K | $397.99 | 0.60% |
 Keysight Technologies Inc | KEYS | 74.80M | 3.04% | 478.35K | 1.59% | 7.49K | $155.00 | 0.27% |
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