Giverny Capital·CIK 1641864
59
Positions
$1.8B
Portfolio Value
25
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2023
Portfolio Value Over Time
| 3 | MKL | 6.76% | $124,462,217 | ▲ +0.7% |
| 4 | BRKB | 9.06% | $166,844,387 | ▲ +0.6% |
| 5 | PGR | 3.79% | $69,849,338 | ▲ +0.4% |
| 6 | META | 4.60% | $84,794,014 | ▲ +0.4% |
| 7 | FERGXXXX | 0.23% | $4,306,647 | NEW |
| 8 | GOOGL | 1.66% | $30,637,467 | ▲ +0.3% |
| 9 | LULU | 2.52% | $46,500,324 | ▲ +0.2% |
| 10 | FISV | 1.96% | $36,044,858 | ▲ +0.2% |
| 11 | SCHW | 2.40% | $44,170,399 | ▲ +0.2% |
| 12 | MTB | 2.35% | $43,260,948 | ▲ +0.1% |
| 13 | ANETXXXX | 0.99% | $18,153,891 | ▲ +0.1% |
| 14 | KNSL | 0.06% | $1,058,102 | NEW |
| 15 | MEDP | 0.05% | $910,409 | NEW |
| 16 | MA | 0.45% | $8,219,092 | ▲ +0% |
| 17 | MBC | 0.60% | $11,048,943 | ▲ +0% |
| 18 | ATHM | 0.57% | $10,414,208 | ▲ +0% |
| 19 | JPM | 0.29% | $5,308,602 | ▲ +0% |
| 20 | OZK | 0.47% | $8,745,777 | ▲ +0% |
| 21 | BAC | 1.53% | $28,130,322 | ▲ +0% |
| 22 | CIEN | 1.63% | $30,031,981 | ▲ +0.1% |