Giverny Capital·CIK 1641864
8
Positions
$486.1M
Portfolio Value
25
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2018
Portfolio Value Over Time
| NEW |
| 3 | OZRK | 7.51% | $57,709,000 | NEW |
| 4 | AME | 6.77% | $52,026,000 | NEW |
| 5 | V | 5.92% | $45,538,000 | NEW |
| 6 | UNP | 5.03% | $38,667,000 | NEW |
| 7 | MKL | 4.56% | $35,045,000 | NEW |
| 8 | GOOG | 4.46% | $34,271,000 | NEW |