Top Funds / Giverny Capital Inc.


Jean-Philippe Bouchard

2020Q4 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q3 $ vs. 2020Q3
Berkshire Hathaway Inc CL B 690,317 $160,064,000 12.28% +16,160 +$16,509,000
CARMAX INC 1,115,937 $105,411,000 8.08% +37,322 +$6,275,000
AMETEK INC/ 712,537 $86,174,000 6.61% -43,389 +$11,035,000
VISA INC. CL A 305,206 $66,758,000 5.12% +4,005 +$6,527,000
Alphabet Inc. CAP STK CL C 37,054 $64,914,000 4.98% +894 +$11,773,000
PROGRESSIVE CORP/OH/ 654,224 $64,690,000 4.96% +39,960 +$6,538,000
HEICO CORP CL A 536,099 $62,756,000 4.81% +11,953 +$16,285,000
Facebook Inc CL A 219,590 $59,983,000 4.60% +7,929 +$4,549,000
NVR INC 14,297 $58,330,000 4.47% +337 +$1,330,000
Keysight Technologies, Inc. 404,190 $53,389,000 4.09% +5,958 +$14,052,000
SCHWAB CHARLES CORP 997,825 $52,925,000 4.06% +37,680 +$18,139,000
FIVE BELOW, INC 297,896 $52,126,000 4.00% +7,844 +$15,289,000
MARKEL CORP 46,752 $48,309,000 3.71% +2,029 +$4,762,000
Fortune Brands Home & Security, Inc. 515,998 $44,231,000 3.39% +13,351 +$742,000
JPMORGAN CHASE & CO 345,615 $43,917,000 3.37% +9,087 +$11,519,000
BANK OF AMERICA CORP /DE/ 1,277,648 $38,726,000 2.97% +15,636 +$8,324,000
Edwards Lifesciences Corp 387,814 $35,380,000 2.71% +14,392 +$5,573,000
Walt Disney Co 188,443 $34,142,000 2.62% +7,255 +$11,660,000
Intercontinental Exchange, Inc. 274,971 $31,701,000 2.43% +8,482 +$5,039,000
Autohome Inc. SP ADR RP CL A 315,266 $31,407,000 2.41% +120,449 +$12,705,000
Sleep Number Corp 329,758 $26,994,000 2.07% +116,348 +$16,556,000
Alphabet Inc. CAP STK CL A 8,542 $14,971,000 1.15% +756 +$3,560,000
Bank Of The Ozarks Inc 356,092 $11,135,000 0.85% +4,037 +$3,629,000
HEALTHCARE SERVICES GROUP INC 361,849 $10,168,000 0.78% +5,156 +$2,488,000
SS&C Technologies Holdings Inc 83,871 $6,102,000 0.47% +12,369 +$1,775,000