Giverny Capital·CIK 1641864
50
Positions
$2.4B
Portfolio Value
25
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2024
Portfolio Value Over Time
| 3 | GOOG | 5.02% | $118,752,711 | ▲ +1% |
| 4 | HEIA | 5.43% | $128,470,691 | ▲ +0.9% |
| 5 | GOOGL | 2.39% | $56,481,618 | ▲ +0.6% |
| 6 | ADI | 1.93% | $45,748,554 | ▲ +0.4% |
| 7 | ANETXXXX | 1.45% | $34,213,507 | ▲ +0.3% |
| 8 | META | 6.34% | $150,112,849 | ▲ +0.5% |
| 9 | BRKB | 8.33% | $197,082,396 | ▲ +0.1% |
| 10 | KNSL | 0.53% | $12,615,608 | ▲ +0.2% |
| 11 | MEDP | 3.27% | $77,466,514 | ▲ +0.2% |
| 12 | BAC | 1.66% | $39,217,794 | ▲ +0.1% |
| 13 | SCHW | 2.71% | $64,096,520 | ▲ +0.2% |
| 14 | PGR | 4.69% | $111,087,670 | ▲ +0.2% |
| 15 | LFUS | 0.85% | $20,112,888 | ▲ +0.1% |
| 16 | MTB | 2.21% | $52,258,856 | ▲ +0.1% |
| 17 | AAPL | 0.09% | $2,111,887 | ▲ +0% |
| 18 | ODFL | 0.04% | $834,258 | ▲ +0% |
| 19 | JPM | 0.34% | $8,136,111 | ▲ +0% |
| 20 | NVO | 0.07% | $1,769,976 | ▲ +0% |