Giverny Capital Inc.: MEDPACE HLDGS INC (MEDP): Quarterly 13F Position History
As of Q2 2026, Giverny Capital Inc. reported 253,931 shares of MEDPACE HLDGS INC (MEDP), worth $134.5M and representing 4.5% of its 13F equity book. Quarter-over-quarter share count change: 2,150 (-0.8%) . The position first appeared in Q4 2023 and has been disclosed across 11 13F-HR filings in Pactolio's tracked window.
- 253,931Shares Held (Latest Filing)
- $134.5MReported Market Value (Latest Filing)
- 4.5%Portfolio Weight (% of 13F Equity Book)
- 2,150Quarter-over-Quarter Share Change
- +$11.5MQuarter-over-Quarter Value Change
- 263,320Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 11 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 253,931 | 2,150 | -0.8% | $134.5M | 4.5% | $529.6 |
| Q1 2026 | 256,081 | 7,239 | -2.7% | $123.0M | 4.5% | $480.2 |
| Q4 2025 | 263,320 | +1,518 | +0.6% | $147.9M | 4.9% | $561.6 |
| Q3 2025 | 261,802 | +47 | +0.0% | $134.6M | 4.1% | $514.2 |
| Q2 2025 | 261,755 | +9,818 | +3.9% | $82.2M | 2.8% | $313.9 |
| Q1 2025 | 251,937 | +17,650 | +7.5% | $76.8M | 2.8% | $304.7 |
| Q4 2024 | 234,287 | +7,215 | +3.2% | $77.8M | 2.8% | $332.2 |
| Q3 2024 | 227,072 | +38,978 | +20.7% | $75.8M | 2.9% | $333.8 |
| Q2 2024 | 188,094 | +2,862 | +1.5% | $77.5M | 3.3% | $411.9 |
| Q1 2024 | 185,232 | +27,568 | +17.5% | $74.9M | 3.0% | $404.1 |
| Q4 2023 | 157,664 | – | – | $48.3M | 2.3% | $306.5 |
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 rather than 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 11 reported quarters within Pactolio's tracked window.
What was Giverny Capital Inc.'s most recent quarter-over-quarter share-count change in MEDP?
Between Q1 2026 and Q2 2026, Giverny Capital Inc. reduced its MEDP position by 2,150 shares (-0.8%), leaving 253,931 shares at a market value of $134.5M.
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.