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

Top Buys

1
+$32.2M
2
+$28M
3
+$6.14M
4
FIVE icon
Five Below
FIVE
+$4.25M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.94M

Top Sells

1
+$60.7M
2
+$7.05M
3
+$1.08M
4
FBIN icon
Fortune Brands Innovations
FBIN
+$523K
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
1 2
3