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
$1.5B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$3.93M
3
+$3.54M
4
V icon
Visa
V
+$2.33M
5
PGR icon
Progressive
PGR
+$2.03M

Top Sells

1
+$7.33M
2
+$6.18M
3
+$2.09M
4
W icon
Wayfair
W
+$344K
5
DIS icon
Walt Disney
DIS
+$82.1K

Sector Composition

1 Financials 40.8%
2 Consumer Discretionary 21.49%
3 Communication Services 15.49%
4 Industrials 13.94%
5 Technology 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.17M 0.35%
274,112
+13,008
27
$3.86M 0.26%
10,703
+946
28
$3.56M 0.24%
9,989
+344
29
$3.26M 0.22%
21,730
+933
30
$3.24M 0.22%
19,409
+738
31
$3.09M 0.21%
8
32
$2.08M 0.14%
19,451
+81
33
$1.92M 0.13%
4,852
-85
34
$1.52M 0.1%
9,800
+480
35
$1.44M 0.1%
11,819
-85
36
$1.42M 0.09%
4,615
37
$1.1M 0.07%
9,277
-100
38
$978K 0.07%
8,134
39
$844K 0.06%
3,578
40
$756K 0.05%
21,163
41
$737K 0.05%
2,788
42
$691K 0.05%
6,327
43
$556K 0.04%
8,404
-31,623
44
$538K 0.04%
1,335
+90
45
$522K 0.03%
23,000
46
$450K 0.03%
17,908
47
$418K 0.03%
12,400
48
$387K 0.03%
8,046
49
$233K 0.02%
+3,110
50
$100K 0.01%
405
1
2
3