GC

Giverny Capital Portfolio holdings

AUM $2.95B
1-Year Est. Return 21.58%
This Quarter Est. Return
1 Year Est. Return
+21.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$883M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$21.7M
3
+$17.3M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$10.9M
5
KMX icon
CarMax
KMX
+$4.6M

Top Sells

1
+$18.9M
2
+$15.4M
3
+$6.19M
4
FIVE icon
Five Below
FIVE
+$965K
5
STN icon
Stantec
STN
+$721K

Sector Composition

1 Financials 43.18%
2 Industrials 18.33%
3 Consumer Discretionary 18%
4 Communication Services 14.34%
5 Healthcare 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$747K 0.08%
4,600
27
$612K 0.07%
10,934
28
$576K 0.07%
36,262
29
$480K 0.05%
+8,508
30
$468K 0.05%
3,596
-7,413
31
$462K 0.05%
2,074
-1,075
32
$376K 0.04%
+9,266
33
$254K 0.03%
2,266
34
$247K 0.03%
3,961
35
$240K 0.03%
6,250
36
$237K 0.03%
+16,308
37
– –
-50
38
– –
-992
39
– –
-12,264
40
– –
-21,329
41
– –
-341,577
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