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Francois Rochon / Francois Campeau

@Giverny Capital Inc.

Latest period2024 - Q3ReportedManaged Assets$2.63BTotal holdings52
Assets growth rate11.15%Assets growth rate (2-Q avg)3.7%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Giverny Capital Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 52 positions.

Assets under management

The assets under management (AUM) of Giverny Capital Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.63B in assets, with a quarterly growth rate of 11.15% and a 2-quarter average growth rate of 3.7%. The portfolio is managed by Francois Rochon, Francois Campeau, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 1%
8.57%
$225.21M
489,311 shares@ $460.27 avg price
METAMeta Platforms Inc
Recent Activity
Increased 4.11%
6.75%
$177.423M
309,942 shares@ $572.44 avg price
AMEAmetek Inc
Recent Activity
Increased 2.41%
6.27%
$164.708M
959,222 shares@ $171.72 avg price
HEI.AHeico Corp New
Recent Activity
Increased 1.29%
5.68%
$149.355M
732,993 shares@ $203.77 avg price
PGRProgressive Corp
Recent Activity
Increased 0.36%
5.18%
$136.191M
536,693 shares@ $253.77 avg price
NVRNvr Inc
Recent Activity
Increased 0.98%
4.97%
$130.566M
13,307 shares@ $9811.81 avg price
KMXCarmax Inc
Recent Activity
Increased 2.65%
4.82%
$126.681M
1.637M shares@ $77.39 avg price
IBPInstalled Bldg Prods Inc
Recent Activity
Increased 3.31%
4.57%
$119.962M
487,115 shares@ $246.27 avg price
GOOGAlphabet Inc C
Recent Activity
Decreased -0.19%
4.11%
$108.035M
646,180 shares@ $167.19 avg price
VVisa Inc
Recent Activity
Increased 1.24%
4.1%
$107.714M
391,760 shares@ $274.95 avg price