GC

Giverny Capital Portfolio holdings

AUM $3B
1-Year Est. Return 22.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.2%
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
+$23M
2
+$3.74M
3
+$3.24M
4
V icon
Visa
V
+$2.32M
5
PGR icon
Progressive
PGR
+$1.93M

Top Sells

1
+$7.07M
2
+$5.67M
3
+$2.12M
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
1 2
3