Giverny Capital·CIK 1641864
62
Positions
$2.7B
Portfolio Value
25
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2024
Portfolio Value Over Time
| 3 | BKNG | 3.85% | $105,216,230 | ▲ +0.6% |
| 4 | V | 4.57% | $125,062,401 | ▲ +0.5% |
| 5 | GOOG | 4.56% | $124,745,246 | ▲ +0.4% |
| 6 | LULU | 2.00% | $54,825,357 | ▲ +0.5% |
| 7 | FIVE | 2.81% | $76,842,266 | ▲ +0.4% |
| 8 | AME | 6.42% | $175,655,979 | ▲ +0.2% |
| 9 | KMX | 5.03% | $137,591,369 | ▲ +0.2% |
| 10 | GOOGL | 2.47% | $67,547,540 | ▲ +0.3% |
| 11 | SCHW | 2.56% | $70,156,077 | ▲ +0.3% |
| 12 | MKL | 2.73% | $74,799,272 | ▲ +0.2% |
| 13 | FERG | 0.21% | $5,850,698 | NEW |
| 14 | MTB | 2.53% | $69,108,904 | ▲ +0.1% |
| 15 | BAC | 1.61% | $43,992,983 | ▲ +0.1% |
| 16 | ANETXXXX | 1.66% | $45,364,607 | ▲ +0.1% |
| 17 | DIS | 1.01% | $27,639,074 | ▲ +0.1% |
| 18 | AAPL | 0.16% | $4,251,130 | ▲ +0.1% |
| 19 | BIRK | 0.06% | $1,552,031 | NEW |
| 20 | JPM | 0.38% | $10,514,160 | ▲ +0% |
| 21 | MA | 0.51% | $13,835,627 | ▲ +0% |
| 22 | UNH | 0.04% | $1,195,853 | NEW |
| 23 | LBRDK | 0.04% | $1,121,400 | NEW |
| 24 | MSFT | 0.04% | $992,211 | NEW |
| 25 | CACC | 0.51% | $13,876,299 | ▲ +0% |
| 26 | BRKA | 0.20% | $5,447,360 | ▲ +0% |
| 27 | J | 0.02% | $587,126 | NEW |
| 28 | GBTC | 0.02% | $550,857 | NEW |
| 29 | COF | 0.10% | $2,634,500 | ▲ +0% |
| 30 | CAPE | 0.01% | $319,031 | NEW |
| 31 | VOO | 0.01% | $314,665 | NEW |
| 32 | ISRG | 0.01% | $211,394 | NEW |