Giverny Capital·CIK 1641864
59
Positions
$2.1B
Portfolio Value
25
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2023
Portfolio Value Over Time
| 3 | AME | 7.05% | $150,097,883 | ▼ -0.1% |
| 4 | V | 4.61% | $98,175,902 | ▼ -0% |
| 5 | MKL | 5.28% | $112,427,682 | ▼ -1.5% |
| 6 | PGR | 3.78% | $80,524,163 | ▼ -0% |
| 7 | KMX | 5.53% | $117,686,469 | ▼ -0.3% |
| 8 | HEIA | 4.66% | $99,224,131 | ▼ -0.3% |
| 9 | BRKB | 8.11% | $172,572,081 | ▼ -1% |
| 10 | ADI | 1.75% | $37,263,954 | ▼ -0% |
| 11 | MTB | 2.21% | $47,026,116 | ▼ -0.1% |
| 12 | EW | 1.58% | $33,619,083 | ▼ -0.1% |
| 13 | DIS | 0.98% | $20,835,050 | ▼ -0% |
| 14 | CIEN | 1.32% | $28,173,379 | ▼ -0.3% |
| 15 | LFUS | 0.96% | $20,457,102 | ▼ -0.1% |
| 16 | ATHM | 0.41% | $8,771,051 | ▼ -0.2% |
| 17 | MSFT | 0.01% | $108,300 | ▼ -0% |
| 18 | MA | 0.43% | $9,123,049 | ▼ -0% |
| 19 | ODFL | 0.05% | $957,389 | ▼ -0% |
| 20 | AAPL | 0.09% | $1,960,148 | ▼ -0% |
| 21 | BN | 0.02% | $458,762 | SOLD |
| 22 | IYF | 0.01% | $209,552 | SOLD |