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| Giverny Capital Inc
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| |
|---|---|
| CRD # | 130640 |
| SEC # | 801-62943 |
| CIK # | 0001641864 |
| AUM | $1.8 BB (2023-12-22) |
| Employees | 24 (21% Investors, 0% Brokers) |
| Phone | 514-842-5589 |
| Address | 759, Squarevictoria Street, Suite 105 Montreal, Canada |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| 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 ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Giverny Capital Equity Fund | 2015-12-24 | 890.7 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,425 | 813.1 |
| (b) Individuals (high net worth individuals) | 213 | 402.2 |
| (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 | 7 | 6.5 |
| (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 | 490 | 538.9 |
| (n) Other | 0 | 0.0 |
| Total | 4,135 | 1,760.7 |
| By Discretionary | ||
| Discretionary | 4,135 | 1,760.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,135 | 1,760.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1,756.0 | |
| United States Persons | 4.7 | |
| Total | 4,135 | 1,760.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001641864] |
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|---|---|---|
|
Wealth Architects LLC
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|
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1.8 | |
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Durbin Bennett Private Wealth Management LLC
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OH | 1.8 |
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NY | 1.7 |
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YHB Investment Advisors Inc
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CT | 1.7 |