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Francois Rochon / Francois Campeau

@Giverny Capital Inc.

Latest period2024 - Q3ReportedManaged Assets$2.63BTotal holdings52
Assets growth rate11.15%Assets growth rate (2-Q avg)3.7%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Giverny Capital Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 52 positions.

Assets under management

The assets under management (AUM) of Giverny Capital Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.63B in assets, with a quarterly growth rate of 11.15% and a 2-quarter average growth rate of 3.7%. The portfolio is managed by Francois Rochon, Francois Campeau, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ICEIntercontinental Exchange In
Recent Activity
New Position
0.11%
$2.699M
16,799 shares@ $160.64 avg price
COFCapital One Fc
Recent Activity
New Position
0.09%
$2.212M
14,774 shares@ $149.73 avg price
YUMCYum China Hldgs Inc
Recent Activity
New Position
0.07%
$1.622M
36,036 shares@ $45.03 avg price
BATRKLiberty Media Corp Series C Liberty Media
Recent Activity
New Position
0.05%
$1.161M
15,000 shares@ $77.43 avg price
COSTCostco Whsl Corp New
Recent Activity
New Position
0.01%
$212,765
240 shares@ $886.53 avg price