Giverny Capital Asset Management LLC

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Assets, Funds, Holdings

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Giverny Capital Asset Management LLC
CRD #306473
SEC #801-118218
CIK #0002035712
AUM $368.8 MM (2024-03-27)
Employees 3 (67% Investors, 0% Brokers)
Phone646-669-8950
Address600 Madison Avenue, 2300
New York, NY 10022
Source [IAPD] [EDGAR]
Total AUM ($MM)
4003202401608002009201420192025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
AME 25.4 0.2
META 434.9 0.2
GOOG 1,482.6 0.1
KMX 15.1 0.1
PGR 67.5 0.1
V 419.3 0.1
NVR 13.0 0.1
IBP 2.4 0.1
BKNG 74.7 0.1
MEDP 4.8 0.1
View All
Holdings by Sector ($BB)
4.03.22.41.60.80.02014201720212025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 69 38.4
(b) Individuals (high net worth individuals) 113 312.8
(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 1 15.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(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 8 2.5
(n) Other 0 0.0
Total 191 368.8
By Discretionary
Discretionary 191 368.8
Non-Discretionary 0 0.0
Total 191 368.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 368.8
Total 191 368.8
EDGAR Form CIK 2011 - 2024
13F-NT [0002035712]
Comparable Firms State AUM ($BB)
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Wakefield Wealth Management LLLP
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Sunpointe LLC
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Fortune Financial Advisors LLC
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WrapManager Inc
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Helen Stephens Group LLC
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Postrock Partners LLC
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