All Stocks Held By Giverny Capital Inc.

As of 12/31/2023, we find all stocks held by Giverny Capital Inc. to be as follows, presented in the table below with each row detailing each Giverny Capital Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Giverny Capital Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Giverny Capital Inc. as of the latest filing.

Entity	Amount	Change 09/30/2023 to 12/31/2023	Position Size ($ in 1000's)
BERKSHIRE HATHAWAY INC DEL			$176,370
BRK.B	483,856	+7,566	$172,572
BRK.A	7	+1	$3,798
AMETEK INC	910,291	+13,235	$150,098
AME	910,291	+13,235	$150,098
FIVE BELOW INC	654,098	+9,532	$139,428
FIVE	654,098	+9,532	$139,428
CARMAX INC	1,533,574	+13,136	$117,686
KMX	1,533,574	+13,136	$117,686
MARKEL CORP	79,180	-5,345	$112,428
MKL	79,180	-5,345	$112,428
META PLATFORMS INC	287,932	+5,483	$101,916
META	287,932	+5,483	$101,916
HEICO CORP NEW			$99,224
HEI.A	696,603	-15,850	$99,224
VISA INC	377,092	+5,722	$98,176
V	377,092	+5,722	$98,176
ALPHABET INC	637,950	-268,374	$89,906
GOOG	637,950	-268,374	$89,906
NVR INC	12,672	-2	$88,710
NVR	12,672	-2	$88,710
INSTALLED BLDG PRODS INC	455,426	+22,528	$83,261
IBP	455,426	+22,528	$83,261
PROGRESSIVE CORP	505,551	+4,120	$80,524
PGR	505,551	+4,120	$80,524
KEYSIGHT TECHNOLOGIES INC	470,853	+965	$74,908
KEYS	470,853	+965	$74,908
FORTUNE BRANDS HOME & SEC IN	901,893	+1,435	$68,670
FBIN	901,893	+1,435	$68,670
LULULEMON ATHLETICA INC	121,777	+1,188	$62,263
LULU	121,777	+1,188	$62,263
FISERV INC	454,874	+135,780	$60,425
FI	454,874	+135,780	$60,425
SCHWAB CHARLES CORP	833,904	+29,343	$57,373
SCHW	833,904	+29,343	$57,373
MEDPACE HOLDINGS INC	157,664	+153,904	$48,329
MEDP	157,664	+153,904	$48,329
M & T BK CORP	343,056	+937	$47,026
MTB	343,056	+937	$47,026
ALPHABET INC	279,386	+45,262	$39,027
GOOGL	279,386	+45,262	$39,027
ANALOG DEVICES INC	187,671	+1,558	$37,264
ADI	187,671	+1,558	$37,264
BANK AMERICA CORP	1,029,334	+1,930	$34,658
BAC	1,029,334	+1,930	$34,658
EDWARDS LIFESCIENCES CORP	440,906	+304	$33,619
EW	440,906	+304	$33,619
FLOOR & DECOR HLDGS INC	287,111	+3,656	$32,030
FND	287,111	+3,656	$32,030
CIENA CORP	625,936	-9,527	$28,173
CIEN	625,936	-9,527	$28,173
ARISTA NETWORKS INC	99,444	+744	$23,420
ANET	99,444	+744	$23,420
DISNEY WALT CO	230,757	-61	$20,835
DIS	230,757	-61	$20,835
LITTELFUSE INC	76,458	+440	$20,457
LFUS	76,458	+440	$20,457
MASTERBRAND INC	912,988	+3,610	$13,558
MBC	912,988	+3,610	$13,558
CREDIT ACCEP CORP MICH	22,616	+512	$12,048
CACC	22,616	+512	$12,048
BANK OZK LITTLE ROCK ARK	238,771	+2,845	$11,898
OZK	238,771	+2,845	$11,898
MASTERCARD INCORPORATED	21,390	+630	$9,123
MA	21,390	+630	$9,123
AUTOHOME INC	312,582	-30,555	$8,771
ATHM	312,582	-30,555	$8,771
ALIGN TECHNOLOGY INC	27,162	+27,162	$7,442
ALGN	27,162	+27,162	$7,442
JPMORGAN CHASE & CO	36,773	+167	$6,255
JPM	36,773	+167	$6,255
KINSALE CAPITAL GROUP IN	17,610	+15,055	$5,898
KNSL	17,610	+15,055	$5,898
FERGUSON PLC NEW F	26,968	+783	$5,207
FERG	26,968	+783	$5,207
COHERENT CORP	108,137	-599,573	$4,707
COHR	108,137	-599,573	$4,707
SPDR S&P 500 ETF TR (SPY)	4,752	UNCH	$2,259
SPY	4,752	UNCH	$2,259
APPLE INC	10,181	-4,168	$1,960
AAPL	10,181	-4,168	$1,960
ISHARES TR (ITB)	14,677	+715	$1,493
ITB	14,677	+715	$1,493
COPART INC	27,484	UNCH	$1,347
CPRT	27,484	UNCH	$1,347
NOVO NORDISK A S	12,400	UNCH	$1,283
NVO	12,400	UNCH	$1,283
OLD DOMINION FREIGHT LINE IN	2,362	-1,705	$957
ODFL	2,362	-1,705	$957
TAIWAN SEMICONDUCTOR MFG LTD	8,240	UNCH	$857
TSM	8,240	UNCH	$857
TJX COS INC NEW	8,657	-40	$812
TJX	8,657	-40	$812
SPDR GOLD TR (GLD)	4,206	UNCH	$804
GLD	4,206	UNCH	$804
ROPER TECHNOLOGIES INC	1,330	-5	$725
ROP	1,330	-5	$725
BOOT BARN HLDGS INC	8,253	UNCH	$634
BOOT	8,253	UNCH	$634
SITEONE LANDSCAPE SUPPLY INC	3,753	UNCH	$610
SITE	3,753	UNCH	$610
STARBUCKS CORP	6,213	UNCH	$597
SBUX	6,213	UNCH	$597
FASTENAL CO	8,154	-800	$528
FAST	8,154	-800	$528
ISHARES SILVER TR (SLV)	23,000	UNCH	$501
SLV	23,000	UNCH	$501
KNIGHT SWIFT TRANSN HLDGS IN	7,789	UNCH	$449
KNX	7,789	UNCH	$449
ALIBABA GROUP HLDG LTD	4,976	-28	$386
BABA	4,976	-28	$386
CGI INC	1,585	-93	$175
GIB	1,585	-93	$175
MICROSOFT CORP	288	-3,312	$108
MSFT	288	-3,312	$108
BROOKFIELDCORP			$0 (exited)
BN	0	-14,671	$0
FISERV INC			$0 (exited)
FISV	0	-319,094	$0
ISHARESTR	0	-2,803	$0 (exited)
IYF	0	-2,803	$0

See Summary: Giverny Capital Inc. Top Holdings
See Details: Top 10 Stocks Held By Giverny Capital Inc.

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
ALGN	+27,162	+$7,442

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
FISV	-319,094	-$36,045
BN	-14,671	-$459
IYF	-2,803	-$210

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
MEDP	+153,904	+$47,419
FI	+135,780	+$24,380
GOOGL	+45,262	+$8,390
SCHW	+29,343	+$13,203
IBP	+22,528	+$29,196
KNSL	+15,055	+$4,840
AME	+13,235	+$17,549
KMX	+13,136	+$10,145
FIVE	+9,532	+$35,717
BRK	+7,567	+$6,337

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
COHR	-599,573	-$18,393
GOOG	-268,374	-$29,593
ATHM	-30,555	-$1,643
HEI	-15,850	+$7,161
CIEN	-9,527	-$1,859
MKL	-5,345	-$12,034
AAPL	-4,168	-$497
MSFT	-3,312	-$1,029
ODFL	-1,705	-$707

Giverny Capital Inc. Info

Size ($ in 1000's)
At 12/31/2023: $2,127,596
At 09/30/2023: $1,878,317

Giverny Capital Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Giverny Capital Inc. 13F filings. Link to 13F filings: SEC filings

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