Giverny Capital·CIK 1641864
17
Positions
$23.7M
Portfolio Value
25
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2019
Portfolio Value Over Time
| NEW |
| 3 | SPY | 0.16% | $1,551,000 | NEW |
| 4 | BRKA | 0.10% | $955,000 | NEW |
| 5 | LULU | 0.08% | $837,000 | NEW |
| 6 | BAMXXXX | 0.06% | $618,000 | NEW |
| 7 | MA | 0.05% | $539,000 | NEW |
| 8 | TJX | 0.05% | $494,000 | NEW |
| 9 | ROP | 0.05% | $456,000 | NEW |
| 10 | FIVE | 0.04% | $432,000 | NEW |
| 11 | AAPL | 0.04% | $421,000 | NEW |
| 12 | ODFL | 0.04% | $405,000 | NEW |
| 13 | FWONKXXXX | 0.04% | $398,000 | NEW |
| 14 | FAST | 0.03% | $266,000 | NEW |
| 15 | KNX | 0.03% | $264,000 | NEW |
| 16 | LUV | 0.02% | $220,000 | NEW |
| 17 | LKQ | 0.00% | $6,000 | NEW |