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
| SOLD |
| 3 | AME | 7.26% | $63,275,000 | SOLD |
| 4 | V | 5.42% | $47,248,000 | SOLD |
| 5 | GOOG | 4.62% | $40,299,000 | SOLD |
| 6 | HEIA | 4.56% | $39,725,000 | SOLD |
| 7 | NVR | 4.35% | $37,960,000 | SOLD |
| 8 | MKL | 4.17% | $36,386,000 | SOLD |
| 9 | JPM | 3.69% | $32,203,000 | SOLD |
| 10 | SCHW | 3.62% | $31,519,000 | SOLD |
| 11 | FBIN | 3.26% | $28,423,000 | SOLD |
| 12 | MHK | 3.21% | $27,994,000 | SOLD |
| 13 | META | 3.15% | $27,433,000 | SOLD |
| 14 | UNP | 3.01% | $26,219,000 | SOLD |
| 15 | EW | 2.72% | $23,710,000 | SOLD |
| 16 | DIS | 2.42% | $21,080,000 | SOLD |
| 17 | BAC | 2.36% | $20,607,000 | SOLD |
| 18 | OZK | 2.31% | $20,132,000 | SOLD |
| 19 | MTB | 2.28% | $19,854,000 | SOLD |
| 20 | LFUS | 2.28% | $19,852,000 | SOLD |