Giverny Capital - Performance Analysis
Investment performance metrics based on historical 13F filings data.
📊 Data Coverage: March 2015 to June 2025 • Initial Portfolio Value: $0.00B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+2.92B
+9,999%+
Winning Positions
+80.19%
85 wins / 106 positions
Average Gain (Winners)
$33.54M
+9,999%+ avg per position
Active Positions
55
16 losing positions
Portfolio Value Over Time
Total Positions Tracked
106
All holdings over time
Win/Loss Ratio
5.31
85 gains / 16 losses
Active vs. Exited
55 / 51
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| BRK-B | Berkshire Hathaway Inc. New | Financial Services | Mar 2015 | ACTIVE | $71.30K | $248.61M | $248.54M | +9,999%+ |
| META | Meta Platforms, Inc. | Communication Services | Jun 2018 | ACTIVE | $23.40K | $235.38M | $235.35M | +9,999%+ |
| HEI-A | Heico Corporation | Industrials | Sep 2016 | ACTIVE | $6.40K | $193.93M | $193.92M | +9,999%+ |
| AME | AMETEK, Inc. | Industrials | Dec 2016 | ACTIVE | $38.40K | $180.30M | $180.26M | +9,999%+ |
| SCHW | Charles Schwab Corporation (The | Financial Services | Sep 2018 | ACTIVE | $24.88K | $143.02M | $142.99M | +9,999%+ |
| V | Visa Inc. | Financial Services | Mar 2015 | ACTIVE | $18.73K | $142.48M | $142.46M | +9,999%+ |
| PGR | Progressive Corporation (The) | Financial Services | Sep 2019 | ACTIVE | $20.72K | $138.87M | $138.84M | +9,999%+ |
| BKNG | Booking Holdings Inc. Common St | Consumer Cyclical | Jun 2018 | ACTIVE | $203.00 | $123.25M | $123.25M | +9,999%+ |
| GOOG | Alphabet Inc. | Communication Services | Sep 2016 | ACTIVE | $12.60K | $115.96M | $115.95M | +9,999%+ |
| KMX | CarMax Inc | Consumer Cyclical | Mar 2015 | ACTIVE | $34.97K | $111.30M | $111.26M | +9,999%+ |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.