StockDriftsStockDriftsTop 50 Giverny Capital Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 6.64% | 378.6K | $181.4M | -25.17%(-127.36K) | $212.09(+127.60%) | 2026-03-31 | |
| GOOG | ALPHABET INC C | 6.52% | 620.9K | $178.1M | -2.91%(-18.60K) | $63.32(+521.19%) | 2026-03-31 | |
| META | META PLATFORMS INC | 6.45% | 307.8K | $176.1M | -1.80%(-5.63K) | $236.30(+159.94%) | 2026-03-31 | |
| HEI-A | HEICO CORP NEW | 5.71% | 738.5K | $155.9M | -2.13%(-16.05K) | $77.24(+180.11%) | 2026-03-31 | |
| SCHW | SCHWAB CHARLES CORP | 5.29% | 1.54M | $144.4M | -3.12%(-49.45K) | $66.29(+37.10%) | 2026-03-31 | |
| FIVE | FIVE BELOW INC | 5.16% | 617.2K | $141.0M | -3.22%(-20.56K) | $137.66(+55.19%) | 2026-03-31 | |
| AME | AMETEK INC | 4.8% | 612.1K | $131.2M | -37.51%(-367.40K) | $83.92(+171.56%) | 2026-03-31 | |
| MEDP | MEDPACE HOLDINGS INC | 4.5% | 256.1K | $123.0M | -2.75%(-7.24K) | $305.93(+35.74%) | 2026-03-31 | |
| V | VISA INC | 4.39% | 396.4K | $119.8M | -2.70%(-10.99K) | $107.16(+203.99%) | 2026-03-31 | |
| IBP | INSTALLED BLDG PRODS INC | 3.92% | 403.7K | $107.0M | -22.26%(-115.57K) | $129.19(+61.92%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.96% | +40.35% |
| Top 20 Holdings Unweighted | +13.38% | +45.76% |
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