GC

Giverny Capital Portfolio holdings

AUM $3B
1-Year Est. Return 22.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$619M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$2.55M
3
+$2.48M
4
KMX icon
CarMax
KMX
+$1.97M
5
ORLY icon
O'Reilly Automotive
ORLY
+$1.06M

Top Sells

1
+$7.55M
2
+$6.85M
3
+$6.38M
4
MTB icon
M&T Bank
MTB
+$4.93M
5
STN icon
Stantec
STN
+$492K

Sector Composition

1 Financials 46.65%
2 Consumer Discretionary 22.3%
3 Industrials 17.29%
4 Communication Services 13.74%
5 Materials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$177K 0.03%
16,308
27
$176K 0.03%
2,266
1
2