Giverny Capital·CIK 1641864
66
Positions
$1.6B
Portfolio Value
25
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2022
Portfolio Value Over Time
| 3 | BRKB | 8.81% | $142,527,696 | ▲ +0.4% |
| 4 | LULU | 2.18% | $35,192,141 | ▲ +1% |
| 5 | MKL | 6.63% | $107,190,986 | ▲ +0.6% |
| 6 | FBIN | 3.17% | $51,227,499 | ▲ +0.9% |
| 7 | SCHW | 6.40% | $103,480,024 | ▲ +0.4% |
| 8 | V | 4.60% | $74,458,483 | ▲ +0.3% |
| 9 | PGR | 3.70% | $59,838,466 | ▲ +0.2% |
| 10 | CIEN | 2.15% | $34,699,894 | ▲ +0.3% |
| 11 | NVR | 3.56% | $57,606,512 | ▲ +0.1% |
| 12 | MBC | 0.42% | $6,796,072 | NEW |
| 13 | BAC | 1.92% | $30,987,403 | ▲ +0% |
| 14 | VOO | 0.15% | $2,424,246 | NEW |
| 15 | FND | 1.15% | $18,544,836 | ▲ +0% |
| 16 | ANETXXXX | 0.76% | $12,284,867 | ▲ +0% |
| 17 | MA | 0.37% | $6,048,416 | ▲ +0.1% |
| 18 | CACC | 0.54% | $8,766,912 | ▲ +0.1% |
| 19 | JPM | 0.26% | $4,189,418 | ▲ +0.1% |
| 20 | BRKA | 0.26% | $4,218,399 | ▲ +0% |
| 21 | ADI | 0.28% | $4,591,200 | ▲ +0% |
| 22 | UNH | 0.06% | $918,802 | NEW |
| 23 | TSM | 0.07% | $1,122,266 | ▲ +0% |
| 24 | BN | 0.03% | $523,809 | NEW |
| 25 | J | 0.03% | $493,968 | NEW |