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
| Ticker | % Portfolio | Value |
|---|---|---|
| BRKB | 8.72% | $154,541,000 |
| GOOG |
6.56% |
| $116,135,000 |
| MKL | 6.54% | $115,893,000 |
| KMX | 6.27% | $111,143,000 |
| AME | 6.06% | $107,332,000 |
| SCHW | 5.49% | $97,200,000 |
| HEIA | 5.48% | $97,025,000 |
| PGR | 4.63% | $82,065,000 |
| FIVE | 4.42% | $78,336,000 |
| V | 4.29% | $76,079,000 |
| NVR | 3.97% | $70,275,000 |
| KEYS | 3.89% | $68,859,000 |
| META | 3.23% | $57,150,000 |
| SSNC | 2.84% | $50,365,000 |
| MTB | 2.78% | $49,254,000 |
| EW | 2.69% | $47,687,000 |
| ICE | 2.47% | $43,720,000 |
| FBIN | 2.43% | $43,128,000 |
| CIEN | 2.21% | $39,165,000 |
| JPM | 2.13% | $37,699,000 |
| BAC | 2.05% | $36,371,000 |
| IBP | 1.90% | $33,595,000 |
| DIS | 1.62% | $28,743,000 |
| GOOGL | 1.48% | $26,217,000 |
| SNBR | 1.03% | $18,288,000 |
| ANETXXXX | 0.70% | $12,332,000 |
| ATHM | 0.57% | $10,048,000 |
| OZK | 0.49% | $8,682,000 |
| CACC | 0.47% | $8,297,000 |
| MA | 0.30% | $5,345,000 |
| IIVI | 0.29% | $5,178,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDAAPL | $1,618,000 | 0.10% |