Giverny Capital Inc. (Francois Rochon)
Basic Stats
Market Value
2.13B
Top 10 (%)
55.00%
Portfolio Size
58 (-1)
Avg. Holding Period
18 years
Turnover
0.05%
Industry Breakdown
Fire, Marine & Casualty Insurance
17.64%
Services-computer Programming, Data Processing, Etc.
10.85%
Industrial Instruments For Measurement, Display, And Control
10.61%
6.93%
Retail-variety Stores
6.55%
Retail-auto Dealers & Gasoline Stations
5.59%
Services-business Services, Nec
5.06%
Aircraft Engines & Engine Parts
4.66%
Operative Builders
4.17%
General Bldg Contractors - Residential Bldgs
3.91%
Company | Ticker | Market Value | % Portfolio | Shares | Change | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 Berkshire Hathaway Inc Del | BRK-B | 172.57M | 8.11% | 483.86K | 1.59% | 7.57K | $356.66 | 0.02% |
 Ametek Inc | AME | 150.10M | 7.05% | 910.29K | 1.48% | 13.23K | $164.89 | 0.39% |
 Five Below Inc | FIVE | 139.43M | 6.55% | 654.10K | 1.48% | 9.53K | $213.16 | 1.18% |
 Carmax Inc | KMX | 117.69M | 5.53% | 1.53M | 0.86% | 13.14K | $76.74 | 0.97% |
 Markel Corp | MKL | 112.43M | 5.28% | 79.18K | -6.32% | -5.34K | $1,419.90 | 0.59% |
 Meta Platforms Inc | META | 101.92M | 4.79% | 287.93K | 1.94% | 5.48K | $353.96 | 0.01% |
 Heico Corp New | HEI-A | 99.22M | 4.66% | 696.60K | -2.22% | -15.85K | $142.44 | 0.51% |
 Visa Inc | V | 98.18M | 4.61% | 377.09K | 1.54% | 5.72K | $260.35 | 0.02% |
 Alphabet Inc | GOOG | 89.91M | 4.23% | 637.95K | -29.61% | -268.37K | $140.93 | 0.01% |
 Nvr Inc | NVR | 88.71M | 4.17% | 12.67K | -0.02% | -2.00 | $7,000.45 | 0.37% |
 Installed Bldg Prods Inc | IBP | 83.26M | 3.91% | 455.43K | 5.20% | 22.53K | $182.82 | 1.61% |
 Progressive Corp | PGR | 80.52M | 3.78% | 505.55K | 0.82% | 4.12K | $159.28 | 0.09% |
 Keysight Technologies Inc | KEYS | 74.91M | 3.52% | 470.85K | 0.21% | 965.00 | $159.09 | 0.27% |
 Fortune Brands Home & Sec In | 68.67M | 3.23% | 901.89K | 0.16% | 1.44K | $76.14 | — | |
 Lululemon Athletica Inc | LULU | 62.26M | 2.93% | 121.78K | 0.99% | 1.19K | $511.29 | 0.10% |
1-15 of 61