Giverny Capital’s RB Global RBA Stock Holding History

Giverny Capital’s Portfolio RBA Stock Details RBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,070	Closed	-$61.9K	–	63
2022 Q4	$61.9K	Hold	1,070	–	–	﹤0.01%	66
2022 Q3	$67K	Hold	1,070	–	–	﹤0.01%	63
2022 Q2	$70K	Hold	1,070	–	–	﹤0.01%	63
2022 Q1	$63K	Hold	1,070	–	–	﹤0.01%	63
2021 Q4	$65K	Hold	1,070	–	–	﹤0.01%	64
2021 Q3	$66K	Hold	1,070	–	–	﹤0.01%	58
2021 Q2	$79K	Hold	1,070	–	–	﹤0.01%	56
2021 Q1	$63K	Hold	1,070	–	–	﹤0.01%	53
2020 Q4	$74K	Hold	1,070	–	–	0.01%	52
2020 Q3	$63K	Buy	+1,070	New	+$56.5K	0.01%	54

Other funds holding RBA

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Giverny Capital's RBA Position: Q1 2023 in Review

Giverny Capital sold out of RB Global (RBA) in Q1 2023, closing a stake of 1,070 shares — an estimated $61.9K sold.

Giverny Capital first reported a position in RBA in Q3 2020 and held it in 10 quarters. The position peaked at $79K in Q2 2021. 455 funds tracked by Wall St. Rank hold RBA as of Q1 2023.

Giverny Capital reported no remaining RB Global position as of Q1 2023 after selling out during the quarter.
Giverny Capital sold 1,070 RB Global shares in Q1 2023, an estimated $61.9K.
Giverny Capital first reported a position in RB Global in Q3 2020 and held it in 10 quarters.
Giverny Capital's RB Global position peaked at $79K in Q2 2021.
455 funds tracked by Wall St. Rank held RB Global as of Q1 2023.

Based on Giverny Capital's 13F filing for Q1 2023, filed 12 May 2023.