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
$2.92B
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$51.8M
2
+$5.93M
3
+$4.29M
4
KNSL icon
Kinsale Capital Group
KNSL
+$4.28M
5
NVR icon
NVR
NVR
+$3.93M

Top Sells

1
+$63.5M
2
+$2.41M
3
+$1.29M
4
COF icon
Capital One
COF
+$560K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$53.2K

Sector Composition

1 Financials 36.11%
2 Consumer Discretionary 21.88%
3 Communication Services 15.45%
4 Industrials 13.54%
5 Technology 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$809K 0.03%
32,202
52
$454K 0.02%
3,753
53
$258K 0.01%
+1,174
54
$238K 0.01%
240
55
$220K 0.01%
405
56
– –
-12,876
1 2
3