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Giverny Capital’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

Giverny Capital’s Portfolio CAPE Stock Details CAPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,645
Closed -$319K – 55
2024
Q4 		$319K Buy
+10,645
New +$325K 0.01% 58

Other funds holding CAPE

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $340M AUM 14.34% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
SPI
Santori & Peters Inc Canonsburg, Pennsylvania $321M AUM 27.58% 1-Year Est. Return
CPA
Clear Point Advisors Melville, New York $129M AUM 12.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Giverny Capital's CAPE Position: Q1 2025 in Review

Giverny Capital sold out of DoubleLine Shiller CAPE US Equities ETF (CAPE) in Q1 2025, closing a stake of 10,645 shares — an estimated $319K sold.

Giverny Capital first reported a position in CAPE in Q4 2024 and held it in 1 quarter. The position peaked at $319K in Q4 2024. 40 funds tracked by Wall St. Rank hold CAPE as of Q1 2025.

  • Giverny Capital reported no remaining DoubleLine Shiller CAPE US Equities ETF position as of Q1 2025 after selling out during the quarter.
  • Giverny Capital sold 10,645 DoubleLine Shiller CAPE US Equities ETF shares in Q1 2025, an estimated $319K.
  • Giverny Capital first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q4 2024 and held it in 1 quarter.
  • Giverny Capital's DoubleLine Shiller CAPE US Equities ETF position peaked at $319K in Q4 2024.
  • 40 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q1 2025.

Based on Giverny Capital's 13F filing for Q1 2025, filed 13 May 2025.