Giverny Capital·CIK 1641864
8
Positions
$645.5M
Portfolio Value
25
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2019
Portfolio Value Over Time
| NEW |
| 3 | AME | 7.52% | $83,068,000 | NEW |
| 4 | V | 5.35% | $59,105,000 | NEW |
| 5 | NVR | 5.20% | $57,492,000 | NEW |
| 6 | GOOG | 4.42% | $48,805,000 | NEW |
| 7 | JPM | 4.29% | $47,399,000 | NEW |
| 8 | SCHW | 4.10% | $45,271,000 | NEW |