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Giverny Capital Inc
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CRD # | 130640 |
SEC # | 801-62943 |
CIK # | 0001641864 |
AUM | $1.4 BB (2023-02-09) |
Employees | 22 (27% Investors, 0% Brokers) |
Phone | 514-842-5589 |
Address | 759, Squarevictoria Street, Suite 105 Montreal, Canada |
Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
Total AUM ($MM) |
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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 ($BB) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
Other | Giverny Capital Equity Fund | 2015-12-24 | 687.9 |
AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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13F-HR | [0001641864] |
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PR | 1.4 |