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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Giverny Capital Advisors LLC
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|---|---|
| CRD # | 150123 |
| SEC # | 801-110341 |
| CIK # | 0002034934 |
| AUM | $394.9 M (2025-03-27) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 609-759-1250 |
| Address | 182 Nassau Street Princeton, NJ 08542 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Ametek INC/ | 0.2 | ||
| Facebook Inc | 0.2 | ||
| Alphabet Inc | 0.1 | ||
| Carmax Inc | 0.1 | ||
| Progressive Corp/Oh/ | 0.1 | ||
| VISA Inc | 0.1 | ||
| NVR Inc | 0.1 | ||
| Installed Building Products Inc | 0.1 | ||
| Priceline Com Inc | 0.1 | ||
| Medpace Holdings Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 73 | 38.1 |
| (b) Individuals (high net worth individuals) | 69 | 265.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 5.1 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 62.0 |
| (n) Other | 2 | 24.6 |
| Total | 262 | 394.9 |
| By Discretionary | ||
| Discretionary | 262 | 394.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 262 | 394.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.3 | |
| United States Persons | 388.6 | |
| Total | 262 | 394.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0002034934] |
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|---|---|---|
|
Maxim Financial Advisors LLC
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NY | 0.4 |
|
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MT | 0.4 |
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Harmony Asset Management LLC
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AZ | 0.4 |
|
Fullcircle Wealth LLC
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TX | 0.4 |
|
Richmond Investment Services LLC
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WI | 0.4 |