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
$2.63B
AUM Growth
+$264M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$24.9M
2 +$13M
3 +$7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.07M
5
SCHW icon
Charles Schwab
SCHW
+$4.27M

Top Sells

1 +$5.76M
2 +$5.66M
3 +$1.07M
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$396K
5
ITB icon
iShares US Home Construction ETF
ITB
+$288K

Sector Composition

1 Financials 31.8%
2 Consumer Discretionary 25.38%
3 Communication Services 13.98%
4 Industrials 13.57%
5 Technology 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$566K 0.02%
3,753
52
$213K 0.01%
+240
53
-7,055
54
-29,765
55
-8,238