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MONTREAL A8 Investment Advisor
13F Summary

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WhaleScore 2.0 ?


S&P 500
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Giverny Capital is based out of Montreal. Giverny Capital is a large advisory firm with 4135 clients and discretionary assets under management (AUM) of $1,760,715,644 (Form ADV from 2023-12-22). Their last reported 13F filing for Q4 2023 included $2,127,597,034 in managed 13F securities and a top 10 holdings concentration of 55.0%. Giverny Capital's largest holding is Berkshire Hathaway Inc Class B with shares held of 483,856. Whalewisdom has at least 40 13F filings


Top Buys (13F)

Name % Change
MEDP Medpace Holdings Inc 2.22%
IBP Installed Building P 0.98%
FIVE Five Below Inc 0.92%
FI Fiserv, Inc. 0.88%
LULU Lululemon Athletica 0.4%


Top Sells (13F)

Name % Change
GOOG Alphabet Inc. Class 2.26%
MKL Markel Corp. (Holdin 1.47%
COHR Coherent Corp 1.03%
HEI.A Heico Corp. Class A 0.33%
CIEN Ciena Corp 0.31%


13F Holdings Summary

Name $ Change
BRK.B Berkshire Hathaway I 8.11%
AME Ametek Inc. 7.05%
FIVE Five Below Inc 6.55%
KMX CarMax Inc. 5.53%
MKL Markel Corp. (Holdin 5.28%


13F Activity

Market Value $2.13b, Prior: $1.84b
New Purchases 1 stocks
Added To 31 stocks
Sold out of 2 stocks
Reduced holdings in 16 stocks
Top 10 Holdings % 55%
Turnover %[1] 5.17%
Turnover Alt %[2] 3.26%
Time Held Top 20 19.9 quarters
Time Held Top 10 16.1 quarters
Time Held All 18.52 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.


13F Sector Allocation Over Time



Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance