Giverny Capital·CIK 1641864
20
Positions
$814.1M
Portfolio Value
25
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2019
Portfolio Value Over Time
| NEW |
| 3 | AME | 7.26% | $63,275,000 | NEW |
| 4 | V | 5.42% | $47,248,000 | NEW |
| 5 | GOOG | 4.62% | $40,299,000 | NEW |
| 6 | MKL | 4.17% | $36,386,000 | NEW |
| 7 | UNP | 3.01% | $26,219,000 | NEW |
| 8 | DIS | 2.42% | $21,080,000 | NEW |
| 9 | NVR | 4.35% | $37,960,000 | ▲ +2.4% |
| 10 | BAC | 2.36% | $20,607,000 | NEW |
| 11 | OZK | 2.31% | $20,132,000 | NEW |
| 12 | JPM | 3.69% | $32,203,000 | ▲ +1% |
| 13 | META | 3.15% | $27,433,000 | ▲ +1% |
| 14 | FBIN | 3.26% | $28,423,000 | ▲ +1% |
| 15 | MHK | 3.21% | $27,994,000 | ▲ +0.9% |
| 16 | SCHW | 3.62% | $31,519,000 | ▲ +0.8% |
| 17 | HEIA | 4.56% | $39,725,000 | ▲ +0.6% |
| 18 | MTB | 2.28% | $19,854,000 | ▲ +0% |