Giverny Capital·CIK 1641864
55
Positions
$2.9B
Portfolio Value
25
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2025
Portfolio Value Over Time
| 3 | FISV | 3.84% | $111,820,643 | ▼ -1.3% |
| 4 | BRKB | 8.53% | $248,609,314 | ▼ -1.4% |
| 5 | KMX | 3.82% | $111,295,055 | ▼ -0.9% |
| 6 | AME | 6.18% | $180,298,410 | ▼ -0% |
| 7 | PGR | 4.76% | $138,865,138 | ▼ -0.8% |
| 8 | LULU | 1.17% | $34,206,056 | ▼ -0.3% |
| 9 | NVR | 3.56% | $103,679,895 | ▼ -0% |
| 10 | IBP | 3.18% | $92,767,247 | ▼ -0% |
| 11 | MEDP | 2.82% | $82,154,424 | ▼ -0% |
| 12 | V | 4.89% | $142,480,500 | ▼ -0.2% |
| 13 | SBUX | 2.36% | $68,745,224 | ▼ -0.3% |
| 14 | KNSL | 2.97% | $86,692,137 | ▼ -0.1% |
| 15 | PMMF | 0.05% | $1,293,008 | SOLD |
| 16 | BRO | 1.22% | $35,659,894 | ▼ -0.1% |
| 17 | FND | 0.61% | $17,913,723 | ▼ -0.1% |
| 18 | BRKA | 0.27% | $8,016,800 | ▼ -0% |
| 19 | YUMC | 0.06% | $1,611,170 | ▼ -0% |
| 20 | CACC | 0.53% | $15,538,124 | ▼ -0% |
| 21 | BLDR | 0.35% | $10,189,021 | ▼ -0% |