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
$1.84B
AUM Growth
-$58.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$5.43M
3
+$4.31M
4
SCHW icon
Charles Schwab
SCHW
+$2.88M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.14M

Top Sells

1
+$9.76M
2
+$3.22M
3
+$1.59M
4
ANET icon
Arista Networks
ANET
+$967K
5
SNBR icon
Sleep Number
SNBR
+$574K

Sector Composition

1 Financials 32.53%
2 Consumer Discretionary 23.15%
3 Industrials 15.7%
4 Communication Services 14.33%
5 Technology 12.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$613K 0.03%
3,753
-90
52
$567K 0.03%
6,213
53
$489K 0.03%
17,908
54
$468K 0.03%
23,000
55
$459K 0.02%
14,671
-1,552
56
$434K 0.02%
5,004
57
$391K 0.02%
7,789
58
$225K 0.01%
1,678
+13
59
$210K 0.01%
2,803
-30
60
– –
-32,939
61
– –
-21,057
62
– –
-161,122
1 2
3