Giverny Capital Inc. — MEDPACE HLDGS INC MEDP: Quarterly 13F Position History
Giverny Capital Inc. has reported MEDPACE HLDGS INC (MEDP) on 10 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2023. As of Q1 2026, the position is sized at 256,081 shares ($123.0M market value, 4.50% of the equity book). Quarter-over-quarter share count change: 7,239 (-2.7%) .
- 256,081Shares Held (Latest Filing)
- $123.0MReported Market Value (Latest Filing)
- 4.50%Portfolio Weight (% of 13F Equity Book)
- 7,239Quarter-over-Quarter Share Change
- -$24.9MQuarter-over-Quarter Value Change
- 263,320Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 10 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 256,081 | 7,239 | -2.7% | $123.0M | 4.50% | $480.19 |
| Q4 2025 | 263,320 | +1,518 | +0.6% | $147.9M | 4.93% | $561.65 |
| Q3 2025 | 261,802 | +47 | +0.0% | $134.6M | 4.13% | $514.16 |
| Q2 2025 | 261,755 | +9,818 | +3.9% | $82.2M | 2.82% | $313.86 |
| Q1 2025 | 251,937 | +17,650 | +7.5% | $76.8M | 2.83% | $304.69 |
| Q4 2024 | 234,287 | +7,215 | +3.2% | $77.8M | 2.84% | $332.23 |
| Q3 2024 | 227,072 | +38,978 | +20.7% | $75.8M | 2.88% | $333.80 |
| Q2 2024 | 188,094 | +2,862 | +1.5% | $77.5M | 3.27% | $411.85 |
| Q1 2024 | 185,232 | +27,568 | +17.5% | $74.9M | 3.04% | $404.15 |
| Q4 2023 | 157,664 | — | — | $48.3M | 2.27% | $306.53 |
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 MEDP position in 13F-HR filings?
Giverny Capital Inc. first reported MEDPACE HLDGS INC (MEDP) on its 13F-HR filing for the period ending 2023-12-31 (Q4 2023). The position has appeared on 10 reported quarters within Pactolio's tracked window.
What was Giverny Capital Inc.'s most recent quarter-over-quarter share-count change in MEDP?
Between Q4 2025 and Q1 2026, Giverny Capital Inc. reduced its MEDP position by 7,239 shares (-2.7%), leaving 256,081 shares at a market value of $123.0M.
Does the implied price-per-share represent Giverny Capital Inc.'s cost basis in MEDP?
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.