Giverny Capital Inc

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Assets, Funds, Holdings

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Giverny Capital Inc
CRD #130640
SEC #801-62943
CIK #0001641864
AUM $1.4 BB (2023-02-09)
Employees 22 (27% Investors, 0% Brokers)
Phone514-842-5589
Address759, Squarevictoria Street, Suite 105
Montreal, Canada
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($MM)
1600128096064032002002200920162024
Sector Form 13F Holdings Cap ($BB) Value ($BB)
FIVE 6.6 0.1
AME 25.4 0.1
MKL 17.6 0.1
KMX 15.1 0.1
GOOG 1,482.6 0.1
V 419.3 0.1
KEYS 25.0 0.1
PGR 67.5 0.1
NVR 13.0 0.1
SCHW 121.7 0.1
View All
Holdings by Sector ($BB)
4.03.22.41.60.80.02015201820212024
Type Form D Funds Date Sold ($MM) AUM ($MM)
Other Giverny Capital Equity Fund 2015-12-24 687.9
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 3,231 690.8
(b) Individuals (high net worth individuals) 137 250.5
(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 6 4.7
(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 473 437.2
(n) Other 0 0.0
Total 3,847 1,383.2
By Discretionary
Discretionary 3,847 1,383.2
Non-Discretionary 0 0.0
Total 3,847 1,383.2
By Non-United States Persons
Non-United States Persons 1,379.7
United States Persons 3.5
Total 3,847 1,383.2
EDGAR Form CIK 2011 - 2023
13F-HR [0001641864]
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