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
| SOLD |
| 3 | AME | 6.64% | $66,813,000 | SOLD |
| 4 | V | 5.77% | $57,979,000 | SOLD |
| 5 | GOOG | 5.11% | $51,348,000 | SOLD |
| 6 | PGR | 4.81% | $48,381,000 | SOLD |
| 7 | META | 4.76% | $47,855,000 | SOLD |
| 8 | NVR | 4.57% | $46,001,000 | SOLD |
| 9 | HEIA | 4.11% | $41,330,000 | SOLD |
| 10 | MKL | 4.05% | $40,776,000 | SOLD |
| 11 | KEYS | 4.03% | $40,544,000 | SOLD |
| 12 | FBIN | 3.22% | $32,372,000 | SOLD |
| 13 | SCHW | 3.21% | $32,265,000 | SOLD |
| 14 | JPM | 3.11% | $31,239,000 | SOLD |
| 15 | FIVE | 3.07% | $30,854,000 | SOLD |
| 16 | BAC | 2.98% | $29,980,000 | SOLD |
| 17 | EW | 2.56% | $25,752,000 | SOLD |
| 18 | ICE | 2.34% | $23,534,000 | SOLD |
| 19 | DIS | 2.06% | $20,761,000 | SOLD |
| 20 | ATHM | 1.49% | $14,980,000 | SOLD |