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
| Ticker | % Portfolio | Value |
|---|---|---|
| BRKB | 18.26% | $201,760,000 |
| KMX |
9.28% |
| $102,572,000 |
| AME | 7.52% | $83,068,000 |
| V | 5.35% | $59,105,000 |
| NVR | 5.20% | $57,492,000 |
| GOOG | 4.42% | $48,805,000 |
| JPM | 4.29% | $47,399,000 |
| SCHW | 4.10% | $45,271,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDHCSG | $9,511,000 | 0.96% |
SOLDGOOGL | $6,348,000 | 0.64% |
SOLDSPY | $1,551,000 | 0.16% |
SOLDBRKA | $955,000 | 0.10% |
SOLDLULU | $837,000 | 0.08% |
SOLDBAMXXXX | $618,000 | 0.06% |
SOLDMA | $539,000 | 0.05% |
SOLDTJX | $494,000 | 0.05% |
SOLDROP | $456,000 | 0.05% |
SOLDFIVE | $432,000 | 0.04% |
SOLDAAPL | $421,000 | 0.04% |
SOLDODFL | $405,000 | 0.04% |
SOLDFWONKXXXX | $398,000 | 0.04% |
SOLDFAST | $266,000 | 0.03% |
SOLDKNX | $264,000 | 0.03% |
SOLDLUV | $220,000 | 0.02% |
SOLDLKQ | $6,000 | 0.00% |