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
$1.68B
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$5.97M
3
+$4.7M
4
CACC icon
Credit Acceptance
CACC
+$4.25M
5
COHR icon
Coherent
COHR
+$3.82M

Top Sells

1
+$3.56M
2
+$1.53M
3
+$433K
4
EW icon
Edwards Lifesciences
EW
+$383K
5
DIS icon
Walt Disney
DIS
+$239K

Sector Composition

1 Financials 41.95%
2 Consumer Discretionary 19.15%
3 Communication Services 16.25%
4 Industrials 12.98%
5 Technology 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$472K 0.03%
23,000
-400
52
$412K 0.02%
8,046
53
$257K 0.02%
3,110
54
$242K 0.01%
3,661
+718
55
$141K 0.01%
1,665
-455
56
$115K 0.01%
437
57
$100K 0.01%
432
58
$66K ﹤0.01%
1,070
59
$45K ﹤0.01%
405
60
– –
-13,875
61
– –
-20,482
62
– –
-30,000
1 2
3