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
$1B
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$1.89M
3
+$1.61M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.36M
5
META icon
Meta Platforms (Facebook)
META
+$648K

Top Sells

1
+$20.3M
2
+$122K
3
+$106K
4
V icon
Visa
V
+$40.3K
5
TJX icon
TJX Companies
TJX
+$14.4K

Sector Composition

1 Financials 44.95%
2 Industrials 18.1%
3 Consumer Discretionary 17.44%
4 Communication Services 10.77%
5 Technology 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$181M 18.06%
870,968
+6,525
2
$108M 10.73%
1,223,108
+3,003
3
$73.2M 7.3%
797,424
+4,559
4
$53.8M 5.36%
14,460
+148
5
$53.2M 5.31%
309,533
-234
6
$47.2M 4.71%
485,174
-1,258
7
$45.3M 4.51%
38,312
+418
8
$43.4M 4.33%
712,540
+10,340
9
$39.8M 3.96%
337,782
+3,771
10
$39.2M 3.9%
936,161
+7,964
11
$34M 3.38%
726,273
+1,946
12
$31.5M 3.14%
176,952
+3,636
13
$29.2M 2.91%
300,068
+16,567
14
$28M 2.79%
381,699
+729
15
$27.6M 2.75%
945,735
+64,729
16
$25.9M 2.58%
160,011
+772
17
$25.6M 2.56%
196,724
+52
18
$21.8M 2.17%
138,067
+2,481
19
$20.7M 2.07%
+268,243
20
$20.3M 2.03%
114,671
+551
21
$20M 1.99%
732,756
+1,777
22
$11.1M 1.11%
418,665
+9,210
23
$7.67M 0.76%
315,908
+2,230
24
$7.05M 0.7%
115,520
-1,740
25
$1.57M 0.16%
5,295
1
2