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
$1.84B
AUM Growth
-$58.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$5.43M
3
+$4.31M
4
SCHW icon
Charles Schwab
SCHW
+$2.88M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.14M

Top Sells

1
+$9.76M
2
+$3.22M
3
+$1.59M
4
ANET icon
Arista Networks
ANET
+$967K
5
SNBR icon
Sleep Number
SNBR
+$574K

Sector Composition

1 Financials 32.53%
2 Consumer Discretionary 23.15%
3 Industrials 15.7%
4 Communication Services 14.33%
5 Technology 12.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.8M 1.02%
76,018
+237
27
$18.7M 1.02%
230,818
+262
28
$18.2M 0.99%
394,800
-21,028
29
$11M 0.6%
909,378
-1,556
30
$10.4M 0.57%
343,137
-149
31
$10.2M 0.55%
22,104
+1,356
32
$8.75M 0.47%
235,926
+25,404
33
$8.22M 0.45%
20,760
+1,452
34
$5.31M 0.29%
36,606
+2,511
35
$4.31M 0.23%
+26,185
36
$3.19M 0.17%
6
-3
37
$2.46M 0.13%
14,349
+11
38
$2.03M 0.11%
4,752
39
$1.66M 0.09%
8,134
40
$1.18M 0.06%
27,484
41
$1.14M 0.06%
3,600
+6
42
$1.13M 0.06%
12,400
43
$1.1M 0.06%
13,962
+757
44
$1.06M 0.06%
+2,555
45
$910K 0.05%
+3,760
46
$773K 0.04%
8,697
47
$721K 0.04%
4,206
-75
48
$716K 0.04%
8,240
49
$670K 0.04%
8,253
50
$647K 0.04%
1,335
+90
1
2
3