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
| Ticker | % Portfolio | Value |
|---|---|---|
| BRKB | 14.99% | $150,742,000 |
| KMX |
9.50% |
| $95,494,000 |
| AME | 6.64% | $66,813,000 |
| V | 5.77% | $57,979,000 |
| GOOG | 5.11% | $51,348,000 |
| PGR | 4.81% | $48,381,000 |
| META | 4.76% | $47,855,000 |
| NVR | 4.57% | $46,001,000 |
| HEIA | 4.11% | $41,330,000 |
| MKL | 4.05% | $40,776,000 |
| KEYS | 4.03% | $40,544,000 |
| FBIN | 3.22% | $32,372,000 |
| SCHW | 3.21% | $32,265,000 |
| JPM | 3.11% | $31,239,000 |
| FIVE | 3.07% | $30,854,000 |
| BAC | 2.98% | $29,980,000 |
| EW | 2.56% | $25,752,000 |
| ICE | 2.34% | $23,534,000 |
| DIS | 2.06% | $20,761,000 |
| ATHM | 1.49% | $14,980,000 |