Giverny Capital Inc.
CIK 1641864 · Holdings on Sep 30, 2023 · First reported Jan 25, 2024
Top ten holdings
Q3 2023- BRK.B9.06%
- AME7.19%
- MKL6.76%
- GOOG6.49%
- KMX5.84%
- FIVE5.63%
- HEI.A5.00%
- V4.64%
- META4.60%
- NVR4.10%
Share classes counted separately59.31%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BRK.BBERKSHIRE HATHAWAY INC-CL BCLBNEW View history and evidence | $166.84M | 9.06% | 476.29K shares | — | ↗▾ | |
| 02 | AMEAMETEK INC View history and evidence | $132.55M | 7.19% | 897.06K shares | — | ↗▾ | |
| 03 | MKLMARKEL GROUP INCCOMMONSTOCK View history and evidence | $124.46M | 6.76% | 84.53K shares | — | ↗▾ | |
| 04 | GOOGALPHABET INC-CL CCAPSTKCLC View history and evidence | $119.50M | 6.49% | 906.32K shares | — | ↗▾ | |
| 05 | KMXCARMAX INC View history and evidence | $107.54M | 5.84% | 1.52M shares | — | ↗▾ | |
| 06 | FIVEFIVE BELOW View history and evidence | $103.71M | 5.63% | 644.57K shares | — | ↗▾ | |
| 07 | HEI.AHEICO CORP-CLASS ACLA View history and evidence | $92.06M | 5.00% | 712.45K shares | — | ↗▾ | |
| 08 | VVISA INC-CLASS A SHARESCOMCLA View history and evidence | $85.42M | 4.64% | 371.37K shares | — | ↗▾ | |
| 09 | METAMETA PLATFORMS INC-CLASS ACLA View history and evidence | $84.79M | 4.60% | 282.45K shares | — | ↗▾ | |
| 10 | NVRNVR INC View history and evidence | $75.58M | 4.10% | 12.67K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SSNC SS&C TECHNOLOGIES HOLDINGS | Non-derivative | — | — | SEC filing ↗ | |
| SNBRQ SLEEP NUMBER CORP | Non-derivative | — | — | SEC filing ↗ | |
| LEVI LEVI STRAUSS & CO- CLASS A | Non-derivative | — | — | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1641864 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2024-01-25
Amendments and versions
{
"amendments_merged": [
{
"action": "REPLACE",
"accession": "0001641864-24-000002",
"cover_total": 1842270007,
"filing_date": "2024-01-25",
"claimed_type": "RESTATEMENT",
"confidential": false,
"positions_added": 2,
"positions_restated": 1,
"positions_cancelled": 0
}
],
"prior_versions": [
{
"accession": "0001641864-23-000007",
"filing_date": "2023-11-13",
"confidential": false,
"cover_table_value_total_raw": 1841076816
}
],
"cover_table_value": 1842270007
}Research all 59 reported holdings.
This page includes 30 of 59 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.