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
| Ticker | % Portfolio | Value |
|---|---|---|
| BRKB | 8.70% | $256,721,165 |
7.76% |
| $228,987,028 |
| HEIA | 6.45% | $190,440,709 |
| AME | 6.35% | $187,375,088 |
| GOOG | 5.27% | $155,436,776 |
| SCHW | 5.10% | $150,439,335 |
| V | 4.69% | $138,436,418 |
| MEDP | 4.56% | $134,608,116 |
| PGR | 4.47% | $131,843,889 |
| IBP | 4.30% | $126,964,782 |
| BKNG | 3.90% | $115,236,620 |
| NVR | 3.83% | $113,087,840 |
| FIVE | 3.34% | $98,557,823 |
| GOOGL | 2.96% | $87,307,663 |
| FISV | 2.85% | $83,966,565 |
| MKL | 2.84% | $83,772,997 |
| KNSL | 2.74% | $80,995,870 |
| KMX | 2.54% | $74,938,015 |
| RMD | 2.18% | $64,440,969 |
| OZK | 2.18% | $64,334,721 |
| ANET | 2.04% | $60,090,658 |
| KEYS | 1.98% | $58,410,511 |
| ADI | 1.47% | $43,358,188 |
| BRO | 1.02% | $30,223,452 |
| DIS | 1.01% | $29,815,800 |
| LULU | 0.87% | $25,622,098 |
| LFUS | 0.71% | $21,046,376 |
| FND | 0.59% | $17,404,108 |
| JPM | 0.54% | $15,993,878 |
| MA | 0.53% | $15,769,688 |
| BLDR | 0.36% | $10,560,390 |
| BRKA | 0.29% | $8,472,035 |
| TWFG | 0.28% | $8,240,698 |
| FERG | 0.27% | $7,973,264 |
| ALGN | 0.19% | $5,721,427 |
| AAPL | 0.15% | $4,296,881 |
| CACC | 0.09% | $2,584,624 |
| TSM | 0.08% | $2,279,844 |
| COF | 0.06% | $1,759,100 |
| SPY | 0.06% | $1,648,129 |
| YUMC | 0.05% | $1,546,665 |
| MTB | 0.05% | $1,490,055 |
| GLD | 0.05% | $1,377,802 |
| ITB | 0.04% | $1,239,917 |
| BIRK | 0.04% | $1,239,488 |
| CPRT | 0.04% | $1,235,955 |
| MSFT | 0.03% | $882,069 |
| DFH | 0.03% | $834,676 |
| ODFL | 0.03% | $739,799 |
| NVO | 0.02% | $688,076 |
| SITE | 0.02% | $483,386 |
| COST | 0.01% | $221,837 |