Group 1 - Giverny Capital Asset Management reported a portfolio return of 0.01% for Q4 2025, underperforming the S&P 500 which returned 2.66% [1] - Year-to-date, the fund achieved a return of 12.58%, compared to 17.88% for the S&P 500 [1] - The portfolio's underweight in large technology companies and overweight in smaller niche leaders negatively impacted performance, despite strong earnings growth and capital returns from portfolio companies [1] Group 2 - AMETEK, Inc. (NYSE:AME) stock closed at $223.98 per share on January 30, 2026, with a one-month return of 6.00% and a twelve-month gain of 21.64% [2] - AMETEK, Inc. has a market capitalization of $51.56 billion [2] - Giverny Capital Asset Management trimmed its position in AMETEK, citing valuation concerns, as the stock became expensive relative to its growth rate [3] Group 3 - AMETEK, Inc. was held by 58 hedge fund portfolios at the end of Q3 2025, an increase from 53 in the previous quarter [3] - While AMETEK is recognized for its potential, the company is not among the 30 most popular stocks among hedge funds [3] - The firm believes certain AI stocks present greater upside potential and less downside risk compared to AMETEK [3]

Core Viewpoint - Ametek (AME) is currently rated as a 2 (Buy) stock with a Momentum Style Score of B, indicating potential for near-term price increases based on recent performance and earnings estimates [3][11]. Company Performance - Ametek's shares have increased by 2.38% over the past week, matching the performance of the Zacks Electronics - Testing Equipment industry [5]. - Over the last month, Ametek's stock price has risen by 6.55%, outperforming the industry's 3.93% [5]. - In the past quarter, Ametek's shares have risen by 11.9%, and over the last year, they have increased by 16.54%, compared to the S&P 500's gains of 3.46% and 14.89%, respectively [6]. Trading Volume - Ametek's average 20-day trading volume is 1,013,341 shares, which serves as a bullish indicator when combined with rising stock prices [7]. Earnings Outlook - In the last two months, two earnings estimates for Ametek have been revised upwards, while none have been revised downwards, leading to an increase in the consensus estimate from $7.32 to $7.36 [9]. - For the next fiscal year, three estimates have moved upwards with no downward revisions during the same period [9].