Giverny Capital Inc.

CIK 0001641864 · Q1 2026

13F Equity AUM

$2.7B

-8.9% QoQ

Positions

+1 QoQ

AUM Rank

#1,484

Top 12%

Skill Alpha (FF)

-2.6%/yr^ns

No Clear Edge

Rank #5,922 · Top 72%

vs S&P -3.9%/yr (unadj.)

Quarters Tracked

~11 years

Portfolio Concentration

Top 5: 30.6%Top 10: 53.4%Top 20: 83.9%

AME4.8%

V4.4%

IBP3.9%

Others (41)46.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services31.5%

Consumer Cyclical19.2%

Communication Services18.5%

Industrials9.2%

Technology8.5%

Healthcare6.4%

Consumer Discretionary5.7%

Other0.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

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Holdings

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