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 | AME | 6.90% | $169,726,993 | ▼ -0.1% |
| 4 | FIVE | 4.92% | $121,014,922 | ▼ -1.6% |
| 5 | MBC | 0.64% | $13,557,872 | SOLD |
| 6 | LULU | 2.05% | $50,491,903 | ▼ -0.9% |
| 7 | HEIA | 4.50% | $110,682,090 | ▼ -0.2% |
| 8 | MKL | 4.98% | $122,553,693 | ▼ -0.3% |
| 9 | ATHM | 0.41% | $8,771,051 | SOLD |
| 10 | V | 4.34% | $106,666,609 | ▼ -0.3% |
| 11 | GOOG | 4.00% | $98,329,508 | ▼ -0.2% |
| 12 | GOOGL | 1.80% | $44,171,778 | ▼ -0% |
| 13 | SCHW | 2.53% | $62,315,919 | ▼ -0.2% |
| 14 | MTB | 2.09% | $51,292,325 | ▼ -0.1% |
| 15 | FND | 1.44% | $35,302,914 | ▼ -0.1% |
| 16 | BAC | 1.52% | $37,425,144 | ▼ -0.1% |
| 17 | LFUS | 0.77% | $18,893,848 | ▼ -0.2% |
| 18 | CACC | 0.54% | $13,325,448 | ▼ -0% |
| 19 | ADI | 1.56% | $38,252,784 | ▼ -0.2% |
| 20 | ROP | 0.03% | $725,076 | SOLD |
| 21 | TJX | 0.00% | $110,041 | ▼ -0% |
| 22 | BOOT | 0.03% | $633,500 | SOLD |
| 23 | FAST | 0.02% | $528,135 | SOLD |
| 24 | KNX | 0.02% | $449,036 | SOLD |
| 25 | ODFL | 0.02% | $518,010 | ▼ -0% |
| 26 | BABA | 0.02% | $385,690 | SOLD |
| 27 | DFH | 36.16% | $1,408,193 | ▼ -63.8% |
| 28 | AAPL | 0.07% | $1,719,430 | ▼ -0% |
| 29 | ITB | 0.05% | $1,313,990 | ▼ -0% |
| 30 | GIB | 0.01% | $174,889 | SOLD |
| 31 | MSFT | 0.01% | $108,300 | SOLD |
| 32 | KEYS | 3.04% | $74,803,747 | ▼ -0.5% |