Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2025 investor letter. During the first half of the year, the market was volatile. The S&P 500 ended June 30 up 6.20%. The portfolio lagged behind the market initially but gained 5.41% over the six months. In the quarter ended June, the portfolio returned 9.11% compared to the S&P 500’s 10.94% return. Additionally, you can review the fund’s top 5 holdings to see its best picks for 2025.
A copy of Giverny Capital Asset Management’s Q2 2025 investor letter can be downloaded...Create a free account, or log in to read the full article
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