Giverny Capital Inc.: FIVE BELOW INC (FIVE): Quarterly 13F Position History
As of Q1 2026, Giverny Capital Inc. reported 617,191 shares of FIVE BELOW INC (FIVE), worth $141.0M and representing 5.2% of its 13F equity book. Quarter-over-quarter share count change: 20,556 (-3.2%) . The position first appeared in Q1 2017 and has been disclosed across 37 13F-HR filings in Pactolio's tracked window.
- 617,191Shares Held (Latest Filing)
- $141.0MReported Market Value (Latest Filing)
- 5.2%Portfolio Weight (% of 13F Equity Book)
- 20,556Quarter-over-Quarter Share Change
- +$20.9MQuarter-over-Quarter Value Change
- 732,110Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 37 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 617,191 | 20,556 | -3.2% | $141.0M | 5.2% | $228.5 |
| Q4 2025 | 637,747 | +657 | +0.1% | $120.1M | 4.0% | $188.4 |
| Q3 2025 | 637,090 | +11,219 | +1.8% | $98.6M | 3.0% | $154.7 |
| Q2 2025 | 625,871 | +4,281 | +0.7% | $82.1M | 2.8% | $131.2 |
| Q1 2025 | 621,590 | 110,520 | -15.1% | $46.6M | 1.7% | $74.9 |
| Q4 2024 | 732,110 | +6,861 | +0.9% | $76.8M | 2.8% | $105.0 |
| Q3 2024 | 725,249 | +27,374 | +3.9% | $64.1M | 2.4% | $88.3 |
| Q2 2024 | 697,875 | +30,685 | +4.6% | $76.0M | 3.2% | $109.0 |
| Q1 2024 | 667,190 | +13,092 | +2.0% | $121.0M | 4.9% | $181.4 |
| Q4 2023 | 654,098 | +9,532 | +1.5% | $139.4M | 6.6% | $213.2 |
| Q3 2023 | 644,566 | +10,845 | +1.7% | $103.7M | 5.6% | $160.9 |
| Q2 2023 | 633,721 | +31,727 | +5.3% | $124.6M | 6.6% | $196.5 |
| Q1 2023 | 601,994 | 16,357 | -2.6% | $124.0M | 7.5% | $206.0 |
| Q4 2022 | 618,351 | +1,969 | +0.3% | $109.4M | 6.8% | $176.9 |
| Q3 2022 | 616,382 | +7,091 | +1.2% | $84.9M | 5.7% | $137.7 |
| Q2 2022 | 609,291 | +114,653 | +23.2% | $69.1M | 4.6% | $113.4 |
| Q1 2022 | 494,638 | +148,009 | +42.7% | $78.3M | 4.4% | $158.4 |
| Q4 2021 | 346,629 | +13,171 | +3.9% | $71.7M | 3.8% | $206.9 |
| Q3 2021 | 333,458 | +18,009 | +5.7% | $59.0M | 3.5% | $176.8 |
| Q2 2021 | 315,449 | +11,744 | +3.9% | $61.0M | 3.7% | $193.3 |
| Q1 2021 | 303,705 | +5,809 | +2.0% | $57.9M | 3.9% | $190.8 |
| Q4 2020 | 297,896 | +7,844 | +2.7% | $52.1M | 4.0% | $175.0 |
| Q3 2020 | 290,052 | +1,450 | +0.5% | $36.8M | 3.4% | $127.0 |
| Q2 2020 | 288,602 | +26,734 | +10.2% | $30.9M | 3.1% | $106.9 |
| Q1 2020 | 261,868 | +258,272 | +7182.2% | $18.4M | 2.3% | $70.4 |
| Q4 2019 | 3,596 | 0 | — | $460.0K | 0.0% | $127.9 |
| Q3 2019 | 3,596 | 0 | — | $453.0K | 0.0% | $126.0 |
| Q2 2019 | 3,596 | 0 | — | $432.0K | 0.0% | $120.1 |
| Q1 2019 | 3,596 | 0 | — | $447.0K | 0.1% | $124.3 |
| Q4 2018 | 3,596 | 0 | — | $368.0K | 0.0% | $102.3 |
| Q3 2018 | 3,596 | 7,413 | -67.3% | $468.0K | 0.1% | $130.1 |
| Q2 2018 | 11,009 | 0 | — | $1.1M | 0.1% | $97.7 |
| Q1 2018 | 11,009 | 0 | — | $807.0K | 0.1% | $73.3 |
| Q4 2017 | 11,009 | 0 | — | $730.0K | 0.1% | $66.3 |
| Q3 2017 | 11,009 | +5,070 | +85.4% | $604.0K | 0.1% | $54.9 |
| Q2 2017 | 5,939 | 0 | — | $293.0K | 0.0% | $49.3 |
| Q1 2017 | 5,939 | — | — | $257.0K | 0.0% | $43.3 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Giverny Capital Inc. first disclose a FIVE position in 13F-HR filings?
Giverny Capital Inc. first reported FIVE BELOW INC (FIVE) on its 13F-HR filing for the period ending 2017-03-31 (Q1 2017). The position has appeared on 37 reported quarters within Pactolio's tracked window.
What was Giverny Capital Inc.'s most recent quarter-over-quarter share-count change in FIVE?
Between Q4 2025 and Q1 2026, Giverny Capital Inc. reduced its FIVE position by 20,556 shares (-3.2%), leaving 617,191 shares at a market value of $141.0M.
Does the implied price-per-share represent Giverny Capital Inc.'s cost basis in FIVE?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.