13F filing recap · Q2 2024
What did Giverny Capital buy in Q2 2024?
Reported stock-position changes between this filing and the previous one.
Stock value
$2.37B
Positions
50
Estimated turnover
6.7%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Increased positions
BRK.BBerkshire Hathaway Inc$197.08Mreported value+4.5K shares+0.9%AMEAmetek, Inc.$156.16Mreported value+8.7K shares+0.9%METAMeta Platforms, Inc.$150.11Mreported value+1.9K shares+0.6%HEI.AHeico Corporation$128.47Mreported value+4.7K shares+0.7%GOOGAlphabet Inc.$118.75Mreported value+1.6K shares+0.3%KMXCarmax, Inc.$116.97Mreported value+12.6K shares+0.8%PGRProgressive Corp/oh/$111.09Mreported value+4.5K shares+0.8%VVisa Inc.$101.57Mreported value+4.8K shares+1.2%NVRNvr, Inc.$100.01Mreported value+41 shares+0.3%IBPInstalled Building Products, Inc.$96.99Mreported value+4.5K shares+1.0%BKNGBooking Holdings Inc.$79.24Mreported value+8.7K shares+77.1%MEDPMedpace Holdings, Inc.$77.47Mreported value+2.9K shares+1.5%FIVEFive Below, Inc.$76.05Mreported value+30.7K shares+4.6%FISVFiserv Inc$72.27Mreported value+4.7K shares+1.0%KEYSKeysight Technologies, Inc.$65.58Mreported value+1.2K shares+0.3%SCHWSchwab Charles Corp$64.10Mreported value+8.4K shares+1.0%GOOGLAlphabet Inc.$56.48Mreported value+17.4K shares+6.0%SBUXStarbucks Corporation$55.71Mreported value+344.1K shares+92.6%OZKBank Ozk$48.98Mreported value+29.4K shares+2.5%ADIAnalog Devices, Inc.$45.75Mreported value+7.0K shares+3.6%EWEdwards Lifesciences Corporation$41.20Mreported value+298 shares+0.1%LULULululemon Athletica Inc.$38.86Mreported value+862 shares+0.7%ANETArista Networks, Inc.$34.21Mreported value+2.0K shares+2.1%FNDFloor & Decor Holdings, Inc.$27.47Mreported value+3.9K shares+1.4%DISWalt Disney Co/$23.16Mreported value+496 shares+0.2%LFUSLittelfuse Inc /de$20.11Mreported value+731 shares+0.9%CACCCredit Acceptance Corp$12.92Mreported value+947 shares+3.9%KNSLKinsale Capital Group, Inc.$12.62Mreported value+15.1K shares+85.9%MAMastercard Inc$10.38Mreported value+703 shares+3.1%JPMJPMorgan Chase & Co$8.14Mreported value+1.0K shares+2.6%ALGNAlign Technology, Inc.$7.24Mreported value+1.1K shares+3.9%FERGFerguson Enterprises Inc.$5.76Mreported value+855 shares+3.0%ITBiShares Trust$1.27Mreported value+1.2K shares+10.7%ODFLOld Dominion Freight Line, Inc.$834.3Kreported value+2.4K shares+100.0%