GC

Giverny Capital Portfolio holdings

AUM $2.92B
1-Year Est. Return 23.19%
This Quarter Est. Return
1 Year Est. Return
+23.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$872M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$10.1M
3
+$9.17M
4
META icon
Meta Platforms (Facebook)
META
+$7.95M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.84M

Top Sells

1
+$22.4M
2
+$8.29M
3
+$6.28M
4
LKQ icon
LKQ Corp
LKQ
+$449K
5
MHK icon
Mohawk Industries
MHK
+$256K

Sector Composition

1 Financials 43.26%
2 Consumer Discretionary 19.92%
3 Industrials 18.21%
4 Communication Services 11.1%
5 Healthcare 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.5M 0.17%
5,295
27
$920K 0.11%
27,146
-661,213
28
$904K 0.1%
3
29
$761K 0.09%
4,645
+45
30
$604K 0.07%
24,175
31
$497K 0.06%
9,341
-1,593
32
$480K 0.06%
2,039
-35
33
$447K 0.05%
3,596
34
$426K 0.05%
+1,245
35
$404K 0.05%
8,508
-204
36
$372K 0.04%
+7,731
37
$262K 0.03%
16,308
38
$253K 0.03%
+7,743
39
$206K 0.02%
3,961
40
– –
-2,266
1
2