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
| Ticker | % Portfolio | Value |
|---|---|---|
| BRKB | 19.18% | $167,166,000 |
| KMX |
9.52% |
| $82,978,000 |
| AME | 7.26% | $63,275,000 |
| V | 5.42% | $47,248,000 |
| GOOG | 4.62% | $40,299,000 |
| HEIA | 4.56% | $39,725,000 |
| NVR | 4.35% | $37,960,000 |
| MKL | 4.17% | $36,386,000 |
| JPM | 3.69% | $32,203,000 |
| SCHW | 3.62% | $31,519,000 |
| FBIN | 3.26% | $28,423,000 |
| MHK | 3.21% | $27,994,000 |
| META | 3.15% | $27,433,000 |
| UNP | 3.01% | $26,219,000 |
| EW | 2.72% | $23,710,000 |
| DIS | 2.42% | $21,080,000 |
| BAC | 2.36% | $20,607,000 |
| OZK | 2.31% | $20,132,000 |
| MTB | 2.28% | $19,854,000 |
| LFUS | 2.28% | $19,852,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDFWONKXXXX | $25,148,000 | 2.85% |
SOLDORLY | $17,757,000 | 2.01% |
SOLDLKQ | $13,961,000 | 1.58% |
SOLDGOOGL | $6,859,000 | 0.78% |
SOLDSPY | $1,541,000 | 0.17% |
SOLDBRKA | $960,000 | 0.11% |
SOLDLULU | $747,000 | 0.08% |
SOLDTJX | $612,000 | 0.07% |
SOLDBAMXXXX | $576,000 | 0.07% |
SOLDAAPL | $480,000 | 0.05% |
SOLDFIVE | $468,000 | 0.05% |
SOLDMA | $462,000 | 0.05% |
SOLDHCSG | $376,000 | 0.04% |
SOLDBCPC | $254,000 | 0.03% |
SOLDLUV | $247,000 | 0.03% |
SOLDRYAAY | $240,000 | 0.03% |
SOLDFAST | $237,000 | 0.03% |