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
| Ticker | % Portfolio | Value |
|---|---|---|
| HEIA | 3.96% | $34,981,000 |
| EW |
3.56% |
| $31,458,000 |
| FWONKXXXX | 2.85% | $25,148,000 |
| SCHW | 2.82% | $24,876,000 |
| JPM | 2.64% | $23,332,000 |
| MHK | 2.35% | $20,729,000 |
| LFUS | 2.29% | $20,204,000 |
| MTB | 2.26% | $19,999,000 |
| FBIN | 2.25% | $19,910,000 |
| META | 2.12% | $18,684,000 |
| ORLY | 2.01% | $17,757,000 |
| NVR | 1.96% | $17,328,000 |
| LKQ | 1.58% | $13,961,000 |
| GOOGL | 0.78% | $6,859,000 |
| SPY | 0.17% | $1,541,000 |
| BRKA | 0.11% | $960,000 |
| LULU | 0.08% | $747,000 |
| TJX | 0.07% | $612,000 |
| BAMXXXX | 0.07% | $576,000 |
| AAPL | 0.05% | $480,000 |
| FIVE | 0.05% | $468,000 |
| MA | 0.05% | $462,000 |
| HCSG | 0.04% | $376,000 |
| BCPC | 0.03% | $254,000 |
| LUV | 0.03% | $247,000 |
| RYAAY | 0.03% | $240,000 |
| FAST | 0.03% | $237,000 |