Giverny Capital·CIK 1641864
31
Positions
$1.7B
Portfolio Value
25
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2022
Portfolio Value Over Time
| NEW |
| 3 | MKL | 6.54% | $115,893,000 | NEW |
| 4 | KMX | 6.27% | $111,143,000 | NEW |
| 5 | AME | 6.06% | $107,332,000 | NEW |
| 6 | SCHW | 5.49% | $97,200,000 | NEW |
| 7 | HEIA | 5.48% | $97,025,000 | NEW |
| 8 | PGR | 4.63% | $82,065,000 | NEW |
| 9 | FIVE | 4.42% | $78,336,000 | NEW |
| 10 | V | 4.29% | $76,079,000 | NEW |
| 11 | NVR | 3.97% | $70,275,000 | NEW |
| 12 | KEYS | 3.89% | $68,859,000 | NEW |
| 13 | META | 3.23% | $57,150,000 | NEW |
| 14 | SSNC | 2.84% | $50,365,000 | NEW |
| 15 | MTB | 2.78% | $49,254,000 | NEW |
| 16 | EW | 2.69% | $47,687,000 | NEW |
| 17 | ICE | 2.47% | $43,720,000 | NEW |
| 18 | FBIN | 2.43% | $43,128,000 | NEW |
| 19 | CIEN | 2.21% | $39,165,000 | NEW |
| 20 | JPM | 2.13% | $37,699,000 | NEW |
| 21 | BAC | 2.05% | $36,371,000 | NEW |
| 22 | IBP | 1.90% | $33,595,000 | NEW |
| 23 | DIS | 1.62% | $28,743,000 | NEW |
| 24 | GOOGL | 1.48% | $26,217,000 | NEW |
| 25 | SNBR | 1.03% | $18,288,000 | NEW |
| 26 | ANETXXXX | 0.70% | $12,332,000 | NEW |
| 27 | ATHM | 0.57% | $10,048,000 | NEW |
| 28 | OZK | 0.49% | $8,682,000 | NEW |
| 29 | CACC | 0.47% | $8,297,000 | NEW |
| 30 | MA | 0.30% | $5,345,000 | NEW |
| 31 | IIVI | 0.29% | $5,178,000 | NEW |