Giverny Capital·CIK 1641864
52
Positions
$2.6B
Portfolio Value
25
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2024
Portfolio Value Over Time
| 3 | GOOG | 4.11% | $108,034,834 | ▼ -0.9% |
| 4 | KMX | 4.82% | $126,680,733 | ▼ -0.1% |
| 5 | AME | 6.26% | $164,708,010 | ▼ -0.3% |
| 6 | BKNG | 3.29% | $86,411,642 | ▼ -0.1% |
| 7 | V | 4.10% | $107,714,412 | ▼ -0.2% |
| 8 | FERGXXXX | 0.24% | $5,763,992 | SOLD |
| 9 | SCHW | 2.31% | $60,647,383 | ▼ -0.4% |
| 10 | OZK | 1.96% | $51,475,108 | ▼ -0.1% |
| 11 | ADI | 1.80% | $47,440,569 | ▼ -0.1% |
| 12 | MEDP | 2.88% | $75,796,634 | ▼ -0.4% |
| 13 | MKL | 2.55% | $66,953,269 | ▼ -0.2% |
| 14 | FND | 1.09% | $28,643,660 | ▼ -0.1% |
| 15 | ABNB | 0.05% | $1,069,750 | SOLD |
| 16 | GOOGL | 2.19% | $57,500,858 | ▼ -0.2% |
| 17 | LFUS | 0.80% | $20,958,729 | ▼ -0% |
| 18 | LULU | 1.46% | $38,389,784 | ▼ -0.2% |
| 19 | DIS | 0.90% | $23,619,262 | ▼ -0.1% |
| 20 | GBTC | 0.02% | $396,212 | SOLD |
| 21 | NVO | 0.06% | $1,476,468 | ▼ -0% |
| 22 | BAC | 1.49% | $39,285,105 | ▼ -0.2% |
| 23 | CACC | 0.49% | $12,973,582 | ▼ -0.1% |