Giverny Capital·CIK 1641864
27
Positions
$302.4M
Portfolio Value
25
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2018
Portfolio Value Over Time
| NEW |
| 3 | FWONKXXXX | 2.85% | $25,148,000 | NEW |
| 4 | SCHW | 2.82% | $24,876,000 | NEW |
| 5 | JPM | 2.64% | $23,332,000 | NEW |
| 6 | MHK | 2.35% | $20,729,000 | NEW |
| 7 | LFUS | 2.29% | $20,204,000 | NEW |
| 8 | MTB | 2.26% | $19,999,000 | NEW |
| 9 | FBIN | 2.25% | $19,910,000 | NEW |
| 10 | META | 2.12% | $18,684,000 | NEW |
| 11 | ORLY | 2.01% | $17,757,000 | NEW |
| 12 | NVR | 1.96% | $17,328,000 | NEW |
| 13 | LKQ | 1.58% | $13,961,000 | NEW |
| 14 | GOOGL | 0.78% | $6,859,000 | NEW |
| 15 | SPY | 0.17% | $1,541,000 | NEW |
| 16 | BRKA | 0.11% | $960,000 | NEW |
| 17 | LULU | 0.08% | $747,000 | NEW |
| 18 | TJX | 0.07% | $612,000 | NEW |
| 19 | BAMXXXX | 0.07% | $576,000 | NEW |
| 20 | AAPL | 0.05% | $480,000 | NEW |
| 21 | FIVE | 0.05% | $468,000 | NEW |
| 22 | MA | 0.05% | $462,000 | NEW |
| 23 | HCSG | 0.04% | $376,000 | NEW |
| 24 | BCPC | 0.03% | $254,000 | NEW |
| 25 | LUV | 0.03% | $247,000 | NEW |
| 26 | RYAAY | 0.03% | $240,000 | NEW |
| 27 | FAST | 0.03% | $237,000 | NEW |