Giverny Capital 13F, Q4 2023
Francois Rochon · quarter ending 31 December 2023 · filed 23 August 2024 · SEC CIK 1641864
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q4 2023
Weights are against the whole filed book. Changes are in shares held, against the Q3 2023 filing.
| Company | Ticker | Value | % of book | vs Q3 2023 |
|---|---|---|---|---|
| DREAM FINDERS HOMES | DFH | $1.14M | 100.0% | new |
What changed since Q3 2023
Against the Q3 2023 filing, Giverny Capital opened 1 new position, added to 0, trimmed 0, left 0 unchanged and exited 59. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0001641864-24-000011, filed by Giverny Capital Inc.. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.