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
$1.77B
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$20.3M
3
+$19M
4
KMX icon
CarMax
KMX
+$4.12M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.59M

Top Sells

1
+$41.2M
2
+$11M
3
+$2.53M
4
W icon
Wayfair
W
+$1.06M
5
UNH icon
UnitedHealth
UNH
+$830K

Sector Composition

1 Financials 40.66%
2 Consumer Discretionary 17.86%
3 Industrials 14.13%
4 Communication Services 13.71%
5 Technology 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$155M 8.72%
437,906
-116,682
2
$116M 6.56%
831,620
+25,680
3
$116M 6.54%
78,559
+2,245
4
$111M 6.27%
1,151,981
+42,742
5
$107M 6.06%
805,918
+12,485
6
$97.2M 5.49%
1,152,883
+10,422
7
$97M 5.48%
631,922
+13,531
8
$82.1M 4.63%
719,935
-96,817
9
$78.3M 4.42%
494,638
+148,009
10
$76.1M 4.29%
343,052
+5,472
11
$70.3M 3.97%
15,731
+109
12
$68.9M 3.89%
435,897
+1,011
13
$57.1M 3.23%
257,017
+8,706
14
$50.4M 2.84%
671,348
+35,915
15
$49.3M 2.78%
290,587
+8,203
16
$47.7M 2.69%
405,091
-671
17
$43.7M 2.47%
330,909
-1,985
18
$43.1M 2.43%
679,325
+3,395
19
$39.2M 2.21%
645,971
+312,987
20
$37.7M 2.13%
276,548
+9,261
21
$36.4M 2.05%
882,373
+4,804
22
$33.6M 1.9%
397,624
+239,866
23
$28.7M 1.62%
209,559
+397
24
$26.2M 1.48%
188,520
+940
25
$18.3M 1.03%
360,640
+2,050
1
2 3