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
| SOLD |
| 3 | KMX | 2.54% | $74,938,015 | ▼ -1.3% |
| 4 | FISV | 2.85% | $83,966,565 | ▼ -1% |
| 5 | CACC | 0.09% | $2,584,624 | ▼ -0.4% |
| 6 | LULU | 0.87% | $25,622,098 | ▼ -0.3% |
| 7 | BKNG | 3.90% | $115,236,620 | ▼ -0.3% |
| 8 | PGR | 4.47% | $131,843,889 | ▼ -0.3% |
| 9 | META | 7.76% | $228,987,028 | ▼ -0.3% |
| 10 | KNSL | 2.74% | $80,995,870 | ▼ -0.2% |
| 11 | BRO | 1.02% | $30,223,452 | ▼ -0.2% |
| 12 | V | 4.69% | $138,436,418 | ▼ -0.2% |
| 13 | MKL | 2.84% | $83,772,997 | ▼ -0.2% |
| 14 | HEIA | 6.45% | $190,440,709 | ▼ -0.2% |
| 15 | ALGN | 0.19% | $5,721,427 | ▼ -0.1% |
| 16 | DIS | 1.01% | $29,815,800 | ▼ -0.1% |
| 17 | FND | 0.59% | $17,404,108 | ▼ -0% |
| 18 | AMZN | 0.01% | $257,564 | SOLD |
| 19 | ISRG | 0.01% | $220,081 | SOLD |
| 20 | COF | 0.06% | $1,759,100 | ▼ -0% |