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Giverny Capital Inc. MEDP holdings history

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MEDPACE HOLDINGS INC · CUSIP 58506Q109 · CIK 1641864

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, Giverny Capital Inc. reported 253.93K MEDP (shares), valued at $134.48M, or 4.52% of its reported non-derivative portfolio. Filed 2026-08-14.

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Portfolio weight and quantity history
Reported portfolio weight
4.52%
Shares
253.93K
253,931
Reported value
$134.48M
USD

Shares decreased 0.84%; reported value increased 9.36%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20264.52%253,931SEC filing ↗Filed Aug 14, 2026Amended
Q1 20264.50%256,081SEC filing ↗Filed May 15, 2026
Q4 20254.93%263,320SEC filing ↗Filed Feb 13, 2026
Q3 20254.56%261,802SEC filing ↗Filed Nov 17, 2025Amended
Q2 20252.82%261,755SEC filing ↗Filed Aug 13, 2025
Q1 20252.83%251,937SEC filing ↗Filed Aug 12, 2025Amended
Q4 20242.84%234,287SEC filing ↗Filed Aug 12, 2025Amended
Q3 20242.88%227,072SEC filing ↗Filed Nov 13, 2024
Q2 20243.27%188,094SEC filing ↗Filed Aug 14, 2024
Q1 20243.04%185,232SEC filing ↗Filed May 13, 2024Amended
Q4 20232.27%157,664SEC filing ↗Filed Feb 9, 2024Amended
Q3 20230.05%3,760SEC filing ↗Filed Jan 25, 2024Amended

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q3 20230.05%3,760$910.41KThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Jan 25, 2024
Q4 20232.27%157,664$48.33MShares increased 4093.19%; reported value increased 5208.47%, and weight changed +2.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 9, 2024
Q1 20243.04%185,232$74.86MShares increased 17.49%; reported value increased 54.90%, and weight changed +0.77 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 13, 2024
Q2 20243.27%188,094$77.47MShares increased 1.55%; reported value increased 3.48%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 14, 2024
Q3 20242.88%227,072$75.80MShares increased 20.72%; reported value decreased 2.16%, and weight changed -0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 13, 2024
Q4 20242.84%234,287$77.84MShares increased 3.18%; reported value increased 2.69%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 12, 2025
Q1 20252.83%251,937$76.76MShares increased 7.53%; reported value decreased 1.38%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 12, 2025
Q2 20252.82%261,755$82.15MShares increased 3.90%; reported value increased 7.02%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 13, 2025
Q3 20254.56%261,802$134.61MShares increased 0.02%; reported value increased 63.85%, and weight changed +1.74 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 17, 2025
Q4 20254.93%263,320$147.89MShares increased 0.58%; reported value increased 9.87%, and weight changed +0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 13, 2026
Q1 20264.50%256,081$122.97MShares decreased 2.75%; reported value decreased 16.85%, and weight changed -0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 15, 2026
Q2 20264.52%253,931$134.48MShares decreased 0.84%; reported value increased 9.36%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 14, 2026
Giverny Capital Inc. · MEDPACE HOLDINGS INC

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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.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.