AME position history
The shares of Ametek (AME) that Giverny Capital Inc. reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q3: 1,532,498 shares, $190M, 5.6% of portfolio
- 2021 Q4: 793,433 shares, $117M, 6.2% of portfolio, Reduce −48.2%
- 2022 Q1: 805,918 shares, $107M, 6.1% of portfolio, Add +1.6%
- 2022 Q2: 827,669 shares, $91M, 6.0% of portfolio, Add +2.7%
- 2022 Q3: 846,848 shares, $96M, 6.5% of portfolio, Add +2.3%
- 2022 Q4: 1,706,596 shares, $238M, 14.7% of portfolio, Add +101.5%
- 2023 Q1: 841,608 shares, $122M, 7.4% of portfolio, Reduce −50.7%
- 2023 Q2: 892,500 shares, $144M, 7.6% of portfolio, Add +6.0%
- 2023 Q3: 1,794,112 shares, $265M, 14.4% of portfolio, Add +101.0%
- 2023 Q4: 910,291 shares, $150M, 7.1% of portfolio, Reduce −49.3%
- 2024 Q1: 927,977 shares, $170M, 6.9% of portfolio, Add +1.9%
- 2024 Q2: 936,696 shares, $156M, 6.6% of portfolio, Add +0.9%
- 2024 Q3: 959,222 shares, $165M, 6.3% of portfolio, Add +2.4%
- 2024 Q4: 1,948,918 shares, $351M, 12.8% of portfolio, Add +103.2%
- 2025 Q1: 1,954,868 shares, $337M, 12.4% of portfolio, Add +0.3%
- 2025 Q2: 996,344 shares, $180M, 6.2% of portfolio, Reduce −49.0%
- 2025 Q3: 1,993,352 shares, $375M, 12.1% of portfolio, Add +100.1%
- 2025 Q4: 979,458 shares, $201M, 6.7% of portfolio, Reduce −50.9%
- 2026 Q1: 612,058 shares, $131M, 4.8% of portfolio, Reduce −37.5%
- 2026 Q2: 598,781 shares, $145M, 4.9% of portfolio, Reduce −2.2%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
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