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Top 5 1st Quarter Trades of Giverny Capital Inc.

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May 12, 2022
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Giverny Capital Inc. recently filed their 13F report for the first quarter of 2022, which ended on 2022-03-31.

The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.

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As of the latest 13F report, the guru’s equity portfolio contained 63 stocks valued at a total of $1,772,000,000. The top holdings were BRK.B(8.72%), GOOG(6.56%), and MKL(6.54%).

According to GuruFocus data, these were Giverny Capital Inc.’s top five trades of the quarter.

Berkshire Hathaway Inc


Giverny Capital Inc. reduced their investment in NYSE:BRK.B by 116,682 shares. The trade had a 1.86% impact on the equity portfolio. During the quarter, the stock traded for an average price of $323.34.

On 05/12/2022, Berkshire Hathaway Inc traded for a price of $306.37 per share and a market cap of $638,135,726,000. The stock has returned 9.07% over the past year.

GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 8 out of 10.

In terms of valuation, Berkshire Hathaway Inc has a price-earnings ratio of 7.83, a price-book ratio of 1.27, a price-earnings-to-growth (PEG) ratio of 0.26, a EV-to-Ebitda ratio of 6.10 and a price-sales ratio of 1.86.

The price-to-GF Value ratio is 1.00, earning the stock a GF Value rank of 6.

Five Below Inc


During the quarter, Giverny Capital Inc. bought 148,009 shares of NAS:FIVE for a total holding of 494,638. The trade had a 1.32% impact on the equity portfolio. During the quarter, the stock traded for an average price of $166.89.

On 05/12/2022, Five Below Inc traded for a price of $138.59 per share and a market cap of $8,181,782,000. The stock has returned -26.41% over the past year.

GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 10 out of 10.

In terms of valuation, Five Below Inc has a price-earnings ratio of 30.28, a price-book ratio of 7.45, a price-earnings-to-growth (PEG) ratio of 1.48, a EV-to-Ebitda ratio of 19.96 and a price-sales ratio of 2.97.

The price-to-GF Value ratio is 0.61, earning the stock a GF Value rank of 8.

Installed Building Products Inc


During the quarter, Giverny Capital Inc. bought 239,866 shares of NYSE:IBP for a total holding of 397,624. The trade had a 1.15% impact on the equity portfolio. During the quarter, the stock traded for an average price of $105.92.

On 05/12/2022, Installed Building Products Inc traded for a price of $87.73 per share and a market cap of $2,936,353,000. The stock has returned -31.19% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 9 out of 10.

In terms of valuation, Installed Building Products Inc has a price-earnings ratio of 21.83, a price-book ratio of 7.49, a price-earnings-to-growth (PEG) ratio of 0.84, a EV-to-Ebitda ratio of 11.27 and a price-sales ratio of 1.39.

The price-to-GF Value ratio is 0.75, earning the stock a GF Value rank of 10.

Ciena Corp


During the quarter, Giverny Capital Inc. bought 312,987 shares of NYSE:CIEN for a total holding of 645,971. The trade had a 1.07% impact on the equity portfolio. During the quarter, the stock traded for an average price of $65.59.

On 05/12/2022, Ciena Corp traded for a price of $50.17 per share and a market cap of $7,591,316,000. The stock has returned -5.37% over the past year.

GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 7 out of 10.

In terms of valuation, Ciena Corp has a price-earnings ratio of 15.94, a price-book ratio of 2.71, a price-earnings-to-growth (PEG) ratio of 0.83, a EV-to-Ebitda ratio of 11.58 and a price-sales ratio of 2.10.

The price-to-GF Value ratio is 0.89, earning the stock a GF Value rank of 6.

Progressive Corp


Giverny Capital Inc. reduced their investment in NYSE:PGR by 96,817 shares. The trade had a 0.53% impact on the equity portfolio. During the quarter, the stock traded for an average price of $108.15.

On 05/12/2022, Progressive Corp traded for a price of $108.08 per share and a market cap of $62,526,079,000. The stock has returned 4.46% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.

In terms of valuation, Progressive Corp has a price-earnings ratio of 29.04, a price-book ratio of 3.78, a price-earnings-to-growth (PEG) ratio of 1.04, a EV-to-Ebitda ratio of 20.98 and a price-sales ratio of 1.30.

The price-to-GF Value ratio is 1.02, earning the stock a GF Value rank of 6.


Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.

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