Giverny Capital·CIK 1641864
52
Positions
$3.0B
Portfolio Value
25
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2025
Portfolio Value Over Time
| ▲ +1.7% |
| 3 | GOOG | 5.27% | $155,436,776 | ▲ +1.3% |
| 4 | IBP | 4.30% | $126,964,782 | ▲ +1.1% |
| 5 | GOOGL | 2.96% | $87,307,663 | ▲ +0.7% |
| 6 | FIVE | 3.34% | $98,557,823 | ▲ +0.5% |
| 7 | ANET | 2.04% | $60,090,658 | ▲ +0.4% |
| 8 | NVR | 3.83% | $113,087,840 | ▲ +0.3% |
| 9 | BRKB | 8.70% | $256,721,165 | ▲ +0.2% |
| 10 | SCHW | 5.10% | $150,439,335 | ▲ +0.2% |
| 11 | AME | 6.35% | $187,375,088 | ▲ +0.2% |
| 12 | OZK | 2.18% | $64,334,721 | ▲ +0.2% |
| 13 | KEYS | 1.98% | $58,410,511 | ▲ +0.1% |
| 14 | LFUS | 0.71% | $21,046,376 | ▲ +0.1% |
| 15 | TWFG | 0.28% | $8,240,698 | ▲ +0.1% |
| 16 | ADI | 1.47% | $43,358,188 | ▲ +0% |
| 17 | JPM | 0.54% | $15,993,878 | ▲ +0% |
| 18 | AAPL | 0.15% | $4,296,881 | ▲ +0% |
| 19 | BRKA | 0.29% | $8,472,035 | ▲ +0% |