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
$1.64B
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$9.41M
2
+$8.39M
3
+$5.14M
4
MKL icon
Markel Group
MKL
+$3.87M
5
V icon
Visa
V
+$3.84M

Top Sells

1
+$630K
2
+$400K
3
+$373K
4
ANET icon
Arista Networks
ANET
+$366K
5
MA icon
Mastercard
MA
+$312K

Sector Composition

1 Financials 41.86%
2 Consumer Discretionary 19.6%
3 Communication Services 15.91%
4 Industrials 13.91%
5 Technology 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$204K 0.01%
+2,943
52
$192K 0.01%
+2,120
53
$124K 0.01%
405
54
$108K 0.01%
437
55
$99K 0.01%
432
56
$79K ﹤0.01%
1,070
57
$54K ﹤0.01%
+30,000
1 2
3