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 | IBP | 4.10% | $96,988,815 | ▼ -0.8% |
| 4 | KMX | 4.94% | $116,973,486 | ▼ -0.7% |
| 5 | AME | 6.60% | $156,156,590 | ▼ -0.3% |
| 6 | LULU | 1.64% | $38,864,753 | ▼ -0.4% |
| 7 | FBIN | 1.22% | $28,939,277 | ▼ -0.3% |
| 8 | KEYS | 2.77% | $65,579,557 | ▼ -0.3% |
| 9 | FND | 1.16% | $27,466,784 | ▼ -0.3% |
| 10 | COHR | 0.29% | $7,050,955 | SOLD |
| 11 | NVR | 4.23% | $100,009,632 | ▼ -0.1% |
| 12 | DIS | 0.98% | $23,160,584 | ▼ -0.2% |
| 13 | V | 4.29% | $101,567,228 | ▼ -0% |
| 14 | FISV | 3.05% | $72,274,414 | ▼ -0.1% |
| 15 | OZK | 2.07% | $48,976,099 | ▼ -0.1% |
| 16 | ALGN | 0.31% | $7,240,727 | ▼ -0.1% |
| 17 | DFH | 0.04% | $831,456 | ▼ -36.1% |
| 18 | FERGXXXX | 0.24% | $5,763,992 | ▼ -0% |
| 19 | TJX | 0.00% | $110,041 | SOLD |
| 20 | SPY | 0.11% | $2,586,133 | ▼ -63.7% |
| 21 | CIEN | 0.00% | $32,686 | SOLD |