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
$1.68B
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$5.97M
3
+$4.7M
4
CACC icon
Credit Acceptance
CACC
+$4.25M
5
COHR icon
Coherent
COHR
+$3.82M

Top Sells

1
+$3.56M
2
+$1.53M
3
+$433K
4
EW icon
Edwards Lifesciences
EW
+$383K
5
DIS icon
Walt Disney
DIS
+$239K

Sector Composition

1 Financials 41.95%
2 Consumer Discretionary 19.15%
3 Communication Services 16.25%
4 Industrials 12.98%
5 Technology 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.3M 0.49%
386,368
+129,792
27
$7.67M 0.46%
178,572
-503
28
$5.97M 0.36%
+35,455
29
$5.2M 0.31%
26,944
+8,786
30
$4.59M 0.27%
13,199
+4,049
31
$3.82M 0.23%
+64,414
32
$3.29M 0.2%
8
33
$2.31M 0.14%
14,060
+4,740
34
$2.08M 0.12%
4,852
35
$1.87M 0.11%
4,615
36
$1.62M 0.1%
11,438
-384
37
$1.49M 0.09%
+3,820
38
$1.39M 0.08%
12,448
+4,208
39
$1.39M 0.08%
+5,439
40
$1.16M 0.07%
8,134
41
$1.01M 0.06%
3,578
42
$909K 0.05%
21,015
43
$757K 0.05%
2,770
-18
44
$737K 0.04%
+4,976
45
$699K 0.04%
4,683
46
$698K 0.04%
6,327
47
$651K 0.04%
1,460
+125
48
$629K 0.04%
9,539
+1,275
49
$595K 0.04%
12,400
50
$501K 0.03%
19,408
+1,500
1
2
3