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
| Ticker | % Portfolio | Value |
|---|---|---|
| HCSG | 0.96% | $9,511,000 |
| GOOGL |
0.64% |
| $6,348,000 |
| SPY | 0.16% | $1,551,000 |
| BRKA | 0.10% | $955,000 |
| LULU | 0.08% | $837,000 |
| BAMXXXX | 0.06% | $618,000 |
| MA | 0.05% | $539,000 |
| TJX | 0.05% | $494,000 |
| ROP | 0.05% | $456,000 |
| FIVE | 0.04% | $432,000 |
| AAPL | 0.04% | $421,000 |
| ODFL | 0.04% | $405,000 |
| FWONKXXXX | 0.04% | $398,000 |
| FAST | 0.03% | $266,000 |
| KNX | 0.03% | $264,000 |
| LUV | 0.02% | $220,000 |
| LKQ | 0.00% | $6,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDBRKB | $167,166,000 | 19.18% |
SOLDKMX | $82,978,000 | 9.52% |
SOLDAME | $63,275,000 | 7.26% |
SOLDV | $47,248,000 | 5.42% |
SOLDGOOG | $40,299,000 | 4.62% |
SOLDHEIA | $39,725,000 | 4.56% |
SOLDNVR | $37,960,000 | 4.35% |
SOLDMKL | $36,386,000 | 4.17% |
SOLDJPM | $32,203,000 | 3.69% |
SOLDSCHW | $31,519,000 | 3.62% |
SOLDFBIN | $28,423,000 | 3.26% |
SOLDMHK | $27,994,000 | 3.21% |
SOLDMETA | $27,433,000 | 3.15% |
SOLDUNP | $26,219,000 | 3.01% |
SOLDEW | $23,710,000 | 2.72% |
SOLDDIS | $21,080,000 | 2.42% |
SOLDBAC | $20,607,000 | 2.36% |
SOLDOZK | $20,132,000 | 2.31% |
SOLDMTB | $19,854,000 | 2.28% |
SOLDLFUS | $19,852,000 | 2.28% |