Giverny Capital·CIK 1641864
60
Positions
$1.7B
Portfolio Value
25
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2023
Portfolio Value Over Time
| ▲ +1.4% |
| 3 | FIVE | 7.47% | $123,992,704 | ▲ +0.7% |
| 4 | IBP | 2.91% | $48,361,149 | ▲ +0.7% |
| 5 | GOOG | 5.40% | $89,655,904 | ▲ +0.5% |
| 6 | NVR | 4.07% | $67,568,376 | ▲ +0.5% |
| 7 | PGR | 4.15% | $68,844,907 | ▲ +0.5% |
| 8 | HEIA | 5.38% | $89,284,397 | ▲ +0.4% |
| 9 | FND | 1.57% | $26,062,088 | ▲ +0.4% |
| 10 | LULU | 2.50% | $41,545,703 | ▲ +0.3% |
| 11 | V | 4.80% | $79,604,290 | ▲ +0.2% |
| 12 | ANETXXXX | 1.02% | $16,861,873 | ▲ +0.3% |
| 13 | KMX | 5.53% | $91,795,633 | ▲ +0.1% |
| 14 | GOOGL | 1.33% | $22,112,850 | ▲ +0.2% |
| 15 | LFUS | 1.13% | $18,729,035 | ▲ +0.2% |
| 16 | DIS | 1.38% | $22,928,568 | ▲ +0.2% |
| 17 | EW | 2.07% | $34,330,882 | ▲ +0.1% |
| 18 | FBIN | 3.18% | $52,717,810 | ▲ +0% |
| 19 | ADI | 0.36% | $5,922,319 | ▲ +0.1% |
| 20 | ATHM | 0.69% | $11,443,058 | ▲ +0% |
| 21 | MA | 0.41% | $6,845,191 | ▲ +0% |
| 22 | COHR | 0.22% | $3,675,710 | ▲ +0% |
| 23 | AAPL | 0.15% | $2,413,806 | ▲ +0% |