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
| SOLD |
| 3 | LKQ | 1.58% | $13,961,000 | SOLD |
| 4 | EW | 2.72% | $23,710,000 | ▼ -0.8% |
| 5 | GOOGL | 0.78% | $6,859,000 | SOLD |
| 6 | SPY | 0.17% | $1,541,000 | SOLD |
| 7 | BRKA | 0.11% | $960,000 | SOLD |
| 8 | LULU | 0.08% | $747,000 | SOLD |
| 9 | TJX | 0.07% | $612,000 | SOLD |
| 10 | BAMXXXX | 0.07% | $576,000 | SOLD |
| 11 | AAPL | 0.05% | $480,000 | SOLD |
| 12 | FIVE | 0.05% | $468,000 | SOLD |
| 13 | MA | 0.05% | $462,000 | SOLD |
| 14 | HCSG | 0.04% | $376,000 | SOLD |
| 15 | LFUS | 2.28% | $19,852,000 | ▼ -0% |
| 16 | BCPC | 0.03% | $254,000 | SOLD |
| 17 | LUV | 0.03% | $247,000 | SOLD |
| 18 | RYAAY | 0.03% | $240,000 | SOLD |
| 19 | FAST | 0.03% | $237,000 | SOLD |