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
$1.77B
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$20.3M
3
+$19M
4
KMX icon
CarMax
KMX
+$4.12M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.59M

Top Sells

1
+$41.2M
2
+$11M
3
+$2.53M
4
W icon
Wayfair
W
+$1.06M
5
UNH icon
UnitedHealth
UNH
+$830K

Sector Composition

1 Financials 40.66%
2 Consumer Discretionary 17.86%
3 Industrials 14.13%
4 Communication Services 13.71%
5 Technology 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$576K 0.03%
19,408
52
$575K 0.03%
6,322
53
$557K 0.03%
9,197
54
$541K 0.03%
4,976
55
$526K 0.03%
23,000
56
$406K 0.02%
8,046
57
$396K 0.02%
6,681
+2,500
58
$263K 0.01%
3,110
59
$202K 0.01%
+350
60
$133K 0.01%
1,665
61
$124K 0.01%
432
62
$106K 0.01%
437
63
$63K ﹤0.01%
1,070
64
– –
-5,602
65
– –
-15,160
1 2
3