Giverny Capital·CIK 1641864
53
Positions
$2.5B
Portfolio Value
25
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2024
Portfolio Value Over Time
| 3 | BKNG | 1.67% | $40,973,277 | NEW |
| 4 | IBP | 4.91% | $120,830,015 | ▲ +1% |
| 5 | SBUX | 1.38% | $33,956,046 | ▲ +1.3% |
| 6 | BRKB | 8.21% | $201,839,087 | ▲ +0.1% |
| 7 | PGR | 4.46% | $109,690,917 | ▲ +0.7% |
| 8 | MEDP | 3.04% | $74,861,513 | ▲ +0.8% |
| 9 | KMX | 5.61% | $137,842,690 | ▲ +0.1% |
| 10 | NVR | 4.33% | $106,417,274 | ▲ +0.2% |
| 11 | FISV | 3.12% | $76,752,916 | ▲ +0.3% |
| 12 | EW | 1.73% | $42,592,812 | ▲ +0.1% |
| 13 | DIS | 1.16% | $28,481,248 | ▲ +0.2% |
| 14 | ANETXXXX | 1.13% | $27,717,253 | ▲ +0% |
| 15 | KNSL | 0.38% | $9,240,671 | ▲ +0.1% |
| 16 | COHR | 0.29% | $7,050,955 | ▲ +0.1% |
| 17 | ALGN | 0.39% | $9,467,378 | ▲ +0% |
| 18 | MA | 0.45% | $10,989,909 | ▲ +0% |
| 19 | JPM | 0.32% | $7,852,361 | ▲ +0% |
| 20 | ABNB | 0.05% | $1,163,793 | NEW |
| 21 | FERGXXXX | 0.26% | $6,314,811 | ▲ +0% |
| 22 | GBTC | 0.02% | $470,111 | NEW |
| 23 | SPY | 63.84% | $2,485,629 | ▲ +63.7% |