Giverny Capital·CIK 1641864
20
Positions
$929.0M
Portfolio Value
25
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2020
Portfolio Value Over Time
| NEW |
| 3 | HEIA | 4.11% | $41,330,000 | NEW |
| 4 | MKL | 4.05% | $40,776,000 | NEW |
| 5 | KEYS | 4.03% | $40,544,000 | NEW |
| 6 | FBIN | 3.22% | $32,372,000 | NEW |
| 7 | FIVE | 3.07% | $30,854,000 | NEW |
| 8 | BAC | 2.98% | $29,980,000 | NEW |
| 9 | EW | 2.56% | $25,752,000 | NEW |
| 10 | ICE | 2.34% | $23,534,000 | NEW |
| 11 | DIS | 2.06% | $20,761,000 | NEW |
| 12 | ATHM | 1.49% | $14,980,000 | NEW |
| 13 | KMX | 9.50% | $95,494,000 | ▲ +0.2% |
| 14 | GOOG | 5.11% | $51,348,000 | ▲ +0.7% |
| 15 | V | 5.77% | $57,979,000 | ▲ +0.4% |