Giverny Capital·CIK 1641864
63
Positions
$1.5B
Portfolio Value
25
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2022
Portfolio Value Over Time
| 3 | NVR | 3.43% | $50,620,000 | ▼ -0.9% |
| 4 | MKL | 6.03% | $89,072,000 | ▼ -0.8% |
| 5 | PGR | 3.55% | $52,402,000 | ▼ -0.9% |
| 6 | GOOG | 5.82% | $85,866,000 | ▼ -0.5% |
| 7 | SSNC | 2.31% | $34,036,000 | ▼ -0.4% |
| 8 | META | 2.47% | $36,421,000 | ▼ -0.3% |
| 9 | V | 4.33% | $63,986,000 | ▼ -0.2% |
| 10 | EW | 2.41% | $35,547,000 | ▼ -0.2% |
| 11 | LFUS | 0.94% | $13,894,000 | ▼ -0.2% |
| 12 | IIVI | 0.24% | $3,651,000 | SOLD |
| 13 | ATHM | 0.67% | $9,832,000 | ▼ -0.2% |
| 14 | CIEN | 1.87% | $27,585,000 | ▼ -0.2% |
| 15 | FBIN | 2.31% | $34,114,000 | ▼ -0.1% |
| 16 | GOOGL | 1.30% | $19,125,000 | ▼ -0.1% |