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
| ▼ -1% |
| 3 | MTB | 2.75% | $44,443,918 | ▼ -0.9% |
| 4 | GOOG | 4.87% | $78,701,558 | ▼ -1% |
| 5 | KMX | 5.40% | $87,395,843 | ▼ -0.1% |
| 6 | KEYS | 4.90% | $79,203,015 | ▼ -0.1% |
| 7 | HEIA | 4.97% | $80,407,365 | ▼ -0.2% |
| 8 | META | 2.01% | $32,586,387 | ▼ -0.5% |
| 9 | EW | 1.97% | $31,796,768 | ▼ -0.4% |
| 10 | SNBR | 0.61% | $9,879,233 | ▼ -0.3% |
| 11 | IBP | 2.19% | $35,380,192 | ▼ -0.1% |
| 12 | DIS | 1.21% | $19,635,749 | ▼ -0.2% |
| 13 | GOOGL | 1.14% | $18,376,544 | ▼ -0.2% |
| 14 | BAMXXXX | 0.05% | $681,000 | SOLD |
| 15 | ATHM | 0.64% | $10,283,773 | ▼ -0% |
| 16 | FRCB | 1.78% | $28,874,888 | ▼ -0.2% |
| 17 | LLY | 0.01% | $140,000 | SOLD |
| 18 | AAPL | 0.12% | $1,901,915 | ▼ -0% |
| 19 | OZK | 0.52% | $8,386,801 | ▼ -0% |