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
| 3 | SCHW | 4.97% | $75,421,000 | ▼ -0.5% |
| 4 | GOOG | 6.34% | $96,274,000 | ▼ -0.2% |
| 5 | AME | 5.99% | $90,953,000 | ▼ -0.1% |
| 6 | PGR | 4.43% | $67,302,000 | ▼ -0.2% |
| 7 | META | 2.80% | $42,536,000 | ▼ -0.4% |
| 8 | ICE | 2.13% | $32,388,000 | ▼ -0.3% |
| 9 | SSNC | 2.68% | $40,679,000 | ▼ -0.2% |
| 10 | CIEN | 2.03% | $30,825,000 | ▼ -0.2% |
| 11 | EW | 2.61% | $39,641,000 | ▼ -0.1% |
| 12 | DIS | 1.39% | $21,049,000 | ▼ -0.2% |
| 13 | BAC | 1.91% | $28,919,000 | ▼ -0.1% |
| 14 | SNBR | 0.78% | $11,835,000 | ▼ -0.3% |
| 15 | JPM | 2.11% | $31,999,000 | ▼ -0% |
| 16 | GOOGL | 1.38% | $20,927,000 | ▼ -0.1% |
| 17 | ANETXXXX | 0.56% | $8,491,000 | ▼ -0.1% |
| 18 | IIVI | 0.24% | $3,651,000 | ▼ -0% |