Giverny Capital·CIK 1641864
10
Positions
$2.6M
Portfolio Value
25
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2020
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| SLV | 0.05% | $498,000 |
| ROP |
0.05% |
| $492,000 |
| NVO | 0.04% | $430,000 |
| FAST | 0.04% | $404,000 |
| KNX | 0.03% | $327,000 |
| LBRDA | 0.02% | $171,000 |
| ISRG | 0.01% | $96,000 |
| RMD | 0.01% | $75,000 |
| LLY | 0.01% | $64,000 |
| RBAXXXX | 0.01% | $63,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDBRKB | $150,742,000 | 14.99% |
SOLDKMX | $95,494,000 | 9.50% |
SOLDAME | $66,813,000 | 6.64% |
SOLDV | $57,979,000 | 5.77% |
SOLDGOOG | $51,348,000 | 5.11% |
SOLDPGR | $48,381,000 | 4.81% |
SOLDMETA | $47,855,000 | 4.76% |
SOLDNVR | $46,001,000 | 4.57% |
SOLDHEIA | $41,330,000 | 4.11% |
SOLDMKL | $40,776,000 | 4.05% |
SOLDKEYS | $40,544,000 | 4.03% |
SOLDFBIN | $32,372,000 | 3.22% |
SOLDSCHW | $32,265,000 | 3.21% |
SOLDJPM | $31,239,000 | 3.11% |
SOLDFIVE | $30,854,000 | 3.07% |
SOLDBAC | $29,980,000 | 2.98% |
SOLDEW | $25,752,000 | 2.56% |
SOLDICE | $23,534,000 | 2.34% |
SOLDDIS | $20,761,000 | 2.06% |
SOLDATHM | $14,980,000 | 1.49% |