Giverny Capital·CIK 1641864
59
Positions
$1.9B
Portfolio Value
25
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2023
Portfolio Value Over Time
| 3 | META | 4.22% | $80,270,602 | ▲ +0.9% |
| 4 | BRKB | 8.44% | $160,335,813 | ▲ +0.2% |
| 5 | AME | 7.60% | $144,477,900 | ▲ +0.2% |
| 6 | GOOG | 5.77% | $109,724,145 | ▲ +0.4% |
| 7 | NVR | 4.21% | $80,081,318 | ▲ +0.1% |
| 8 | FBIN | 3.41% | $64,887,532 | ▲ +0.2% |
| 9 | IBP | 3.16% | $60,038,377 | ▲ +0.3% |
| 10 | EW | 2.18% | $41,495,390 | ▲ +0.1% |
| 11 | MTB | 2.20% | $41,903,403 | ▲ +0.1% |
| 12 | FISV | 1.80% | $34,187,407 | ▲ +0% |
| 13 | GOOGL | 1.40% | $26,679,694 | ▲ +0.1% |
| 14 | MBC | 0.56% | $10,594,162 | ▲ +0.1% |
| 15 | LFUS | 1.16% | $22,075,763 | ▲ +0% |
| 16 | CACC | 0.55% | $10,538,532 | ▲ +0% |
| 17 | OZK | 0.44% | $8,454,564 | ▲ +0% |
| 18 | COHR | 0.27% | $5,107,839 | ▲ +0.1% |
| 19 | ITB | 0.06% | $1,128,235 | ▲ +0% |
| 20 | CPRT | 0.07% | $1,253,408 | ▲ +0% |