Giverny Capital Inc. (Francois Rochon)
Basic Stats
Market Value
2.92B
Top 10 (%)
56.0%
Portfolio Size (Change from Prev.)
55 (1)
Avg. Holding Period
19 years
Turnover
0.1%
Industry Breakdown
Fire, Marine & Casualty Insurance
19.5%
Services-computer Programming, Data Processing, Etc.
18.3%
Services-business Services, Nec
9.3%
Industrial Instruments For Measurement, Display, And Control
8.1%
Aircraft Engines & Engine Parts
6.7%
Security Brokers, Dealers & Flotation Companies
4.9%
Transportation Services
4.2%
Retail-auto Dealers & Gasoline Stations
3.9%
Operative Builders
3.6%
General Bldg Contractors - Residential Bldgs
3.2%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 BRK-B | Berkshire Hathaway Inc Del | 248.61M | 8.5% | 511.8K | 1.7% | 8.5K | 486.00 | 0.0% |
 META | Meta Platforms Inc | 235.38M | 8.1% | 318.9K | 1.2% | 3.8K | 738.00 | 0.0% |
 HEI-A | Heico Corp New | 193.93M | 6.7% | 749.5K | 1.0% | 7.5K | 259.00 | 0.5% |
 AME | Ametek Inc | 180.30M | 6.2% | 996.3K | 1.9% | 18.9K | 181.00 | 0.4% |
 SCHW | Schwab Charles Corp | 143.02M | 4.9% | 1.6M | 65.2% | 618.4K | 91.00 | 0.1% |
 V | Visa Inc | 142.48M | 4.9% | 401.3K | 2.0% | 7.7K | 355.00 | 0.0% |
 PGR | Progressive Corp | 138.87M | 4.8% | 520.4K | -1.7% | -8.8K | 267.00 | 0.1% |
 BKNG | Booking Holdings Inc. | 123.25M | 4.2% | 21.3K | 0.7% | 158.0 | 5.79K | 0.1% |
 GOOG | Alphabet Inc C | 115.96M | 4.0% | 653.7K | 0.3% | 2.3K | 177.00 | 0.0% |
 FI | Fiserv Inc | 111.82M | 3.8% | 648.6K | 3.0% | 18.9K | 172.00 | 0.1% |
 KMX | Carmax Inc | 111.30M | 3.8% | 1.7M | 0.9% | 14.3K | 67.00 | 1.1% |
 NVR | Nvr Inc | 103.68M | 3.6% | 14.0K | 4.1% | 548.0 | 7.39K | 0.5% |
 IBP | Installed Bldg Prods Inc | 92.77M | 3.2% | 514.5K | 1.3% | 6.4K | 180.00 | 1.9% |
 MKL | Markel Corp | 87.28M | 3.0% | 43.7K | 0.7% | 294.0 | 2.00K | 0.3% |
 KNSL | Kinsale Capital Group In | 86.69M | 3.0% | 179.2K | 5.4% | 9.2K | 484.00 | 0.8% |