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
$2.37B
AUM Growth
-$96.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$34.5M
2 +$26.8M
3 +$5.83M
4
FIVE icon
Five Below
FIVE
+$3.34M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.17M

Top Sells

1 +$61.6M
2 +$7.05M
3 +$1.12M
4
FBIN icon
Fortune Brands Innovations
FBIN
+$470K
5
TJX icon
TJX Companies
TJX
+$110K

Sector Composition

1 Financials 30.76%
2 Consumer Discretionary 25.06%
3 Communication Services 14.73%
4 Industrials 13.61%
5 Technology 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-661
52
-116,314
53
-1,085