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
| SOLD |
| 3 | SSNC | 0.53% | $8,793,960 | ▼ -0.8% |
| 4 | SNBR | 0.04% | $641,012 | ▼ -0.6% |
| 5 | MTB | 2.15% | $35,610,218 | ▼ -0.6% |
| 6 | KEYS | 4.33% | $71,928,844 | ▼ -0.6% |
| 7 | MKL | 6.12% | $101,676,726 | ▼ -0.5% |
| 8 | BAC | 1.55% | $25,746,893 | ▼ -0.4% |
| 9 | BRKB | 8.28% | $137,393,387 | ▼ -0.5% |
| 10 | VOO | 0.15% | $2,424,246 | SOLD |
| 11 | OZK | 0.41% | $6,848,755 | ▼ -0.1% |
| 12 | ICE | 0.09% | $1,378,604 | SOLD |
| 13 | UNH | 0.06% | $918,802 | SOLD |
| 14 | CIEN | 2.11% | $35,013,824 | ▼ -0% |
| 15 | ITB | 0.02% | $344,983 | ▼ -0% |
| 16 | COST | 0.01% | $159,775 | SOLD |
| 17 | RMD | 0.01% | $90,953 | SOLD |
| 18 | RBAXXXX | 0.00% | $61,878 | SOLD |