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GC

Giverny Capital Portfolio holdings

AUM $2.73B
1-Year Est. Return 14.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.73B
AUM Growth
-$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$96.1M
2
+$28M
3
+$19M
4
AAON icon
Aaon
AAON
+$18.3M
5
TWFG
TWFG Inc
TWFG
+$4.88M

Top Sells

1
+$81.6M
2
+$62.5M
3
+$34.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.84M
5
SCHW
Charles Schwab
SCHW
+$4.85M

Sector Composition

1 Financials 31.56%
2 Consumer Discretionary 19.19%
3 Communication Services 18.53%
4 Industrials 12.45%
5 Technology 11.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVO
51
Novo Nordisk
NVO
$195B
$456K 0.02%
12,400
COF icon
52
Capital One
COF
$121B
– –
-8,274
COST icon
53
Costco
COST
$434B
– –
-240
DFH icon
54
Dream Finders Homes
DFH
$1.36B
– –
-32,202
ISRG icon
55
Intuitive Surgical
ISRG
$148B
– –
-405
1 2
3