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
51
$85K 0.01%
437
52
$81K 0.01%
432
53
$63K ﹤0.01%
1,070
54
-1,525