Manager activity
Giverny Capital Inc.
New
7
Add
12
Reduce
30
Exit
7
56 shown
| ticker | action | Δ port | detail | period |
|---|---|---|---|---|
| NYT | New | +1.14 pp | opened 1.1% | Q1→Q2 |
| MSA | New | +0.98 pp | opened 0.98% | Q1→Q2 |
| WSO | New | +0.92 pp | opened 0.92% | Q1→Q2 |
| VEEV | New | +0.57 pp | opened 0.57% | Q1→Q2 |
| AXP | New | +0.53 pp | opened 0.53% | Q1→Q2 |
| HWKN | New | +0.45 pp | opened 0.45% | Q1→Q2 |
| QQQ | New | +0.01 pp | opened 0.01% | Q1→Q2 |
| MTB | Exit | −0.06 pp | was 0.06% | Q1→Q2 |
| RSP | Exit | −0.04 pp | was 0.04% | Q1→Q2 |
| IVZ | Exit | −0.04 pp | was 0.04% | Q1→Q2 |
| ODFL | Exit | −0.04 pp | was 0.04% | Q1→Q2 |
| BIRK | Exit | −0.04 pp | was 0.04% | Q1→Q2 |
| NVO | Exit | −0.02 pp | was 0.02% | Q1→Q2 |
| SITE | Exit | −0.02 pp | was 0.02% | Q1→Q2 |
| ADP | Add | +1.81 pp | +56.2% sh | Q1→Q2 |
| RMD | Add | +0.65 pp | +68.5% sh | Q1→Q2 |
| BFAM | Add | +0.34 pp | +45.6% sh | Q1→Q2 |
| AAON | Add | +0.26 pp | +1.5% sh | Q1→Q2 |
| TWFG | Add | +0.16 pp | +18.2% sh | Q1→Q2 |
| PGR | Add | +0.15 pp | +2.6% sh | Q1→Q2 |
| BKNG | Add | −0.12 pp | +2375.1% sh | Q1→Q2 |
| KNSL | Add | −0.07 pp | +10.0% sh | Q1→Q2 |
| SCHW | Add | −0.07 pp | +9.5% sh | Q1→Q2 |
| FERG | Add | −0.02 pp | +1.8% sh | Q1→Q2 |
| MA | Add | −0.02 pp | +2.7% sh | Q1→Q2 |
| ITB | Add | 0.00 pp | +7.4% sh | Q1→Q2 |
| BRK.B | Reduce | −2.46 pp | −34.4% sh | Q1→Q2 |
| KEYS | Reduce | −1.66 pp | −55.7% sh | Q1→Q2 |
| FIVE | Reduce | −1.55 pp | −3.1% sh | Q1→Q2 |
| MKL | Reduce | −0.98 pp | −28.1% sh | Q1→Q2 |
| IBP | Reduce | −0.85 pp | −1.5% sh | Q1→Q2 |
| ADI | Reduce | −0.75 pp | −45.4% sh | Q1→Q2 |
| META | Reduce | −0.71 pp | −1.6% sh | Q1→Q2 |
| GOOG | Reduce | +0.67 pp | −2.5% sh | Q1→Q2 |
| HEI | Reduce | +0.67 pp | −0.4% sh | Q1→Q2 |
| LULU | Reduce | −0.30 pp | −9.7% sh | Q1→Q2 |
| NVR | Reduce | −0.26 pp | −3.0% sh | Q1→Q2 |
| DIS | Reduce | −0.22 pp | −3.9% sh | Q1→Q2 |
| BRO | Reduce | −0.18 pp | −0.3% sh | Q1→Q2 |
| LFUS | Reduce | +0.13 pp | −8.2% sh | Q1→Q2 |
| V | Reduce | +0.11 pp | −1.6% sh | Q1→Q2 |
| URI | Reduce | +0.08 pp | −9.0% sh | Q1→Q2 |
| AME | Reduce | +0.07 pp | −2.2% sh | Q1→Q2 |
| GOOGL | Reduce | +0.06 pp | −11.0% sh | Q1→Q2 |
| BRK.A | Reduce | −0.06 pp | −18.2% sh | Q1→Q2 |
| ANET | Reduce | +0.04 pp | −19.7% sh | Q1→Q2 |
| JPM | Reduce | −0.04 pp | −8.5% sh | Q1→Q2 |
| TSM | Reduce | −0.04 pp | −55.0% sh | Q1→Q2 |
| OZK | Reduce | +0.03 pp | −2.7% sh | Q1→Q2 |
| CPRT | Reduce | −0.03 pp | −69.9% sh | Q1→Q2 |
| FND | Reduce | +0.03 pp | −0.8% sh | Q1→Q2 |
| MEDP | Reduce | +0.02 pp | −0.8% sh | Q1→Q2 |
| AAPL | Reduce | −0.01 pp | −13.6% sh | Q1→Q2 |
| BLDR | Reduce | 0.00 pp | −0.4% sh | Q1→Q2 |
| MSFT | Reduce | 0.00 pp | −6.4% sh | Q1→Q2 |
| SPY | Reduce | 0.00 pp | −7.3% sh | Q1→Q2 |