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 | KEYS | 1.95% | $53,304,262 | ▼ -1% |
| 4 | NVR | 4.05% | $110,889,526 | ▼ -0.9% |
| 5 | HEIA | 5.04% | $138,007,162 | ▼ -0.6% |
| 6 | ADI | 1.33% | $36,495,317 | ▼ -0.5% |
| 7 | FBIN | 1.16% | $31,646,356 | ▼ -0.4% |
| 8 | PGR | 4.78% | $130,792,556 | ▼ -0.4% |
| 9 | FND | 0.85% | $23,321,924 | ▼ -0.2% |
| 10 | BRKB | 8.38% | $229,155,704 | ▼ -0.2% |
| 11 | MEDP | 2.85% | $77,837,170 | ▼ -0% |
| 12 | LFUS | 0.69% | $18,996,925 | ▼ -0.1% |
| 13 | SBUX | 2.50% | $68,380,195 | ▼ -0.2% |
| 14 | FWONKXXXX | 0.04% | $1,161,450 | SOLD |
| 15 | NVO | 0.04% | $1,066,648 | ▼ -0% |
| 16 | ICE | 0.09% | $2,503,219 | ▼ -0% |