Giverny Capital·CIK 1641864
63
Positions
$1.5B
Portfolio Value
25
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2022
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| BRKB | 8.23% | $124,962,000 |
| KMX |
7.14% |
| $108,296,000 |
| MKL | 6.86% | $104,144,000 |
| GOOG | 6.34% | $96,274,000 |
| AME | 5.99% | $90,953,000 |
| SCHW | 4.97% | $75,421,000 |
| HEIA | 4.57% | $69,314,000 |
| V | 4.56% | $69,230,000 |
| FIVE | 4.55% | $69,112,000 |
| PGR | 4.43% | $67,302,000 |
| NVR | 4.36% | $66,116,000 |
| KEYS | 4.16% | $63,152,000 |
| MTB | 3.14% | $47,581,000 |
| META | 2.80% | $42,536,000 |
| SSNC | 2.68% | $40,679,000 |
| EW | 2.61% | $39,641,000 |
| FBIN | 2.44% | $37,015,000 |
| IBP | 2.23% | $33,920,000 |
| ICE | 2.13% | $32,388,000 |
| JPM | 2.11% | $31,999,000 |
| CIEN | 2.03% | $30,825,000 |
| BAC | 1.91% | $28,919,000 |
| DIS | 1.39% | $21,049,000 |
| GOOGL | 1.38% | $20,927,000 |
| LFUS | 1.16% | $17,574,000 |
| ATHM | 0.88% | $13,300,000 |
| SNBR | 0.78% | $11,835,000 |
| ANETXXXX | 0.56% | $8,491,000 |
| OZK | 0.51% | $7,808,000 |
| CACC | 0.48% | $7,348,000 |
| MA | 0.31% | $4,735,000 |
| FRCB | 0.28% | $4,190,000 |
| ADI | 0.24% | $3,709,000 |
| IIVI | 0.24% | $3,651,000 |
| BRKA | 0.22% | $3,272,000 |
| FND | 0.21% | $3,201,000 |
| AAPL | 0.13% | $2,001,000 |
| SPY | 0.12% | $1,799,000 |
| LULU | 0.08% | $1,258,000 |
| ODFL | 0.07% | $1,042,000 |
| MSFT | 0.06% | $919,000 |
| BAMXXXX | 0.05% | $756,000 |
| CPRT | 0.05% | $747,000 |
| GLD | 0.05% | $718,000 |
| NVO | 0.05% | $691,000 |
| TSM | 0.04% | $674,000 |
| ROP | 0.04% | $576,000 |
| BABA | 0.04% | $574,000 |
| BOOT | 0.04% | $569,000 |
| LEVI | 0.04% | $538,000 |
| TJX | 0.03% | $514,000 |
| FAST | 0.03% | $484,000 |
| SBUX | 0.03% | $483,000 |
| ITB | 0.03% | $450,000 |
| SITE | 0.03% | $446,000 |
| SLV | 0.03% | $429,000 |
| KNX | 0.02% | $372,000 |
| IYF | 0.01% | $218,000 |
| COST | 0.01% | $168,000 |
| LLY | 0.01% | $140,000 |
| GIB | 0.01% | $133,000 |
| RMD | 0.01% | $92,000 |
| RBAXXXX | 0.00% | $70,000 |