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
$2.74B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1 +$30.1M
2 +$26.5M
3 +$7.36M
4
FERG icon
Ferguson
FERG
+$5.85M
5
KMX icon
CarMax
KMX
+$3.74M

Top Sells

1 +$33M
2 +$24M
3 +$7.3M
4
ANET icon
Arista Networks
ANET
+$1.8M
5
FWONK icon
Liberty Media Series C
FWONK
+$1.16M

Sector Composition

1 Financials 33.56%
2 Consumer Discretionary 24.47%
3 Communication Services 14.82%
4 Industrials 12.97%
5 Technology 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$992K 0.04%
+2,354
52
$927K 0.03%
5,255
53
$749K 0.03%
32,202
54
$606K 0.02%
23,000
55
$587K 0.02%
+4,438
56
$551K 0.02%
+7,442
57
$495K 0.02%
3,753
58
$319K 0.01%
+10,645
59
$315K 0.01%
+584
60
$220K 0.01%
240
61
$211K 0.01%
+405
62
$19K ﹤0.01%
257
-446,031
63
-15,000