Giverny Capital: “Meta Platforms (FB), Deserves Some Attention”
Giverny Capital, an asset management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Hedge Fund - Giverny Capital
Get Email AlertsFrancois Rochon Bio, Returns, AUM, Net Worth
Manager biography is currently missing.
Fund Profile
Filing Period:
| Fund Name: | Giverny Capital |
| Manager | Francois Rochon |
| Portfolio Value | $1,771,505,000 |
| Change This QTR | +0.95% |
Top 13F Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Security | Ticker | Shares | Value (x$1000) | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | BRKB | 437,906 | $154,541 | -22% | 8.72% | ||
| 2. | GOOG | 41,581 | $116,135 | +4% | 6.55% | ||
| 3. | MKL | 78,559 | $115,893 | +3% | 6.54% | ||
| 4. | KMX | 1,151,981 | $111,143 | +4% | 6.27% | ||
| 5. | AME | 805,918 | $107,332 | +2% | 6.05% |
News, Interviews and Investor Letters
Is it a Wise Move to Increase Your CarMax (KMX) Stake?
Giverny Capital, an asset management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Giverny Capital is Very Confident in Five Below (FIVE), Here’s Why
Giverny Capital, an asset management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Giverny Capital: “Credit Acceptance (CACC) is Poorly Understood”
Giverny Capital, an asset management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Giverny Capital: “Amazon (AMZN) Clearly is One of the Best Companies on the Planet”
Giverny Capital, an asset management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Is it Still Safe to Own Charles Schwab (SCHW) Shares?
Giverny Capital, an asset management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Giverny Capital’s Q1 2022 Investor Letter
Giverny Capital, an asset management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Is it Smart to Invest in First Republic Bank (FRC)?
Giverny Capital, an asset management firm, published its fourth-quarter 2021 investor letter – a copy of which can be downloaded here.
Here’s a Reason to Invest in CarMax (KMX)
Giverny Capital, an asset management firm, published its fourth-quarter 2021 investor letter – a copy of which can be downloaded here.
Giverny Capital on Meta Platforms (FB): “A Death Star Doppelganger”
Giverny Capital, an asset management firm, published its fourth-quarter 2021 investor letter – a copy of which can be downloaded here.
Should You Consider Investing in HEICO Corp. (HEI)?
Giverny Capital, an asset management firm, published its fourth-quarter 2021 investor letter – a copy of which can be downloaded here.
Giverny Capital is not Backing Down its Optimism in Progressive Corp. (PGR)
Giverny Capital, an asset management firm, published its fourth-quarter 2021 investor letter – a copy of which can be downloaded here.
Is Charles Schwab Corp. (SCHW) A Smart Long-Term Investment?
Giverny Capital, an asset management firm, published its fourth-quarter 2021 investor letter – a copy of which can be downloaded here.
Is it a Good Time to Take Some Profits in Your Arista Networks (ANET) Stake?
Giverny Capital, an asset management firm, published its fourth-quarter 2021 investor letter – a copy of which can be downloaded here.
Is it Still Worthy to Invest Your Savings in Alphabet (GOOG)?
Giverny Capital, an asset management firm, published its fourth-quarter 2021 investor letter – a copy of which can be downloaded here.
