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
$1.09B
AUM Growth
+$84.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$1.37M
2 +$1.2M
3 +$1.12M
4
SSNC icon
SS&C Technologies
SSNC
+$1.11M
5
PGR icon
Progressive
PGR
+$978K

Top Sells

1 +$36.3M
2 +$2.08M
3 +$637K
4
DIS icon
Walt Disney
DIS
+$620K
5
CHTR icon
Charter Communications
CHTR
+$510K

Sector Composition

1 Financials 40.89%
2 Consumer Discretionary 19.29%
3 Industrials 15.41%
4 Communication Services 15.03%
5 Technology 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$96K 0.01%
+405
52
$75K 0.01%
+437
53
$64K 0.01%
+432
54
$63K 0.01%
+1,070
55
-1,000
56
-12,695
57
-1,014