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
| Ticker | % Portfolio | Value |
|---|---|---|
| BRKB | 18.48% | $142,121,000 |
| KMX |
10.50% |
| $80,733,000 |
| OZRK | 7.51% | $57,709,000 |
| AME | 6.77% | $52,026,000 |
| V | 5.92% | $45,538,000 |
| UNP | 5.03% | $38,667,000 |
| MKL | 4.56% | $35,045,000 |
| GOOG | 4.46% | $34,271,000 |