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 | KEYS | 3.37% | $62,170,881 | ▼ -0.8% |
| 4 | AME | 7.19% | $132,548,995 | ▼ -0.4% |
| 5 | EW | 1.66% | $30,524,907 | ▼ -0.5% |
| 6 | SSNC | 0.51% | $9,763,993 | SOLD |
| 7 | FBIN | 3.04% | $55,972,469 | ▼ -0.4% |
| 8 | HEIA | 5.00% | $92,063,177 | ▼ -0.2% |
| 9 | IBP | 2.93% | $54,064,631 | ▼ -0.2% |
| 10 | NVR | 4.10% | $75,578,864 | ▼ -0.1% |
| 11 | LFUS | 1.02% | $18,800,772 | ▼ -0.1% |
| 12 | FND | 1.39% | $25,652,678 | ▼ -0.1% |
| 13 | ADI | 1.77% | $32,586,525 | ▼ -0.1% |
| 14 | DIS | 1.02% | $18,707,799 | ▼ -0.1% |
| 15 | BRKA | 0.17% | $3,188,862 | ▼ -0.1% |
| 16 | SNBR | 0.03% | $574,435 | SOLD |
| 17 | LEVI | 0.03% | $475,310 | SOLD |
| 18 | AAPL | 0.13% | $2,456,692 | ▼ -0% |
| 19 | CPRT | 0.06% | $1,184,286 | ▼ -0% |