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| Name: |
Giverny Capital Inc. |
| City: |
MONTREAL |
| State: |
A8 |
| Zip: |
H2Y 2L7 |
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data |
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
MKL |
Markel Corp |
5 |
- |
$1,615.15 |
$112,428,000 |
79,180 |
5.28% |
-12,034,000 |
-5,345 |
0.575 |
Property & Casualty I... |
|
|
HEI.A |
Heico Corp Class A |
7 |
- |
$166.92 |
$99,224,000 |
696,603 |
4.66% |
7,161,000 |
-15,850 |
0.863 |
Aerospace/Defense Pro... |
|
|
GOOG |
Alphabet Inc |
9 |
- |
$172.98 |
$89,906,000 |
637,950 |
4.23% |
-29,593,000 |
-268,374 |
0.01 |
Search Engines & Info... |
|
|
NVR |
NVR Inc |
10 |
- |
$7,754.42 |
$88,710,000 |
12,672 |
4.17% |
13,131,000 |
-2 |
0.292 |
Residential Construct... |
|
|
CIEN |
Ciena Corp |
25 |
- |
$48.81 |
$28,173,000 |
625,936 |
1.32% |
-1,859,000 |
-9,527 |
0.406 |
Systems, Products & D... |
|
|
DIS |
Walt Disney Co |
27 |
- |
$105.39 |
$20,835,000 |
230,757 |
0.98% |
2,127,000 |
-61 |
0.013 |
Entertainment - Diver... |
|
|
ATHM |
Autohome Inc |
33 |
- |
$27.01 |
$8,771,000 |
312,582 |
0.41% |
-1,643,000 |
-30,555 |
0.262 |
N/A |
|
|
COHR |
Coherent Corp |
38 |
- |
$55.30 |
$4,707,000 |
108,137 |
0.22% |
-18,393,000 |
-599,573 |
0.083 |
Scientific & Technica... |
|
|
AAPL |
Apple Inc |
41 |
- |
$182.40 |
$1,960,000 |
10,181 |
0.09% |
-497,000 |
-4,168 |
0 |
Personal Computers |
|
|
ODFL |
Old Dominion Freight Line Inc |
45 |
- |
$195.06 |
$957,000 |
2,362 |
0.04% |
-707,000 |
-1,705 |
0.002 |
Trucking |
|
|
TJX |
TJX Companies Inc |
47 |
- |
$97.92 |
$812,000 |
8,657 |
0.04% |
39,000 |
-40 |
0.001 |
Discount, Variety Stores |
|
|
ROP |
Roper Industries Inc |
49 |
- |
$520.26 |
$725,000 |
1,330 |
0.03% |
78,000 |
-5 |
0.001 |
Diversified Machinery |
|
|
FAST |
Fastenal Co |
53 |
- |
$66.41 |
$528,000 |
8,154 |
0.02% |
39,000 |
-800 |
0.001 |
Home Improvement Stores |
|
|
BABA |
Alibaba Group Holding Limited |
56 |
- |
$79.37 |
$386,000 |
4,976 |
0.02% |
-48,000 |
-28 |
0 |
N/A |
|
|
GIB |
CGI Group Inc (USA) |
57 |
- |
$103.10 |
$175,000 |
1,585 |
0.01% |
-50,000 |
-93 |
0.001 |
Internet Software & S... |
|
|
MSFT |
Microsoft Corp |
58 |
- |
$409.34 |
$108,000 |
288 |
0.01% |
-1,029,000 |
-3,312 |
0 |
Application Software |
|
