Giverny Capital 13F, Q1 2024
Francois Rochon · quarter ending 31 March 2024 · filed 20 August 2024 · SEC CIK 1641864
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q1 2024
Weights are against the whole filed book. Changes are in shares held, against the Q4 2023 filing.
What changed since Q4 2023
Against the Q4 2023 filing, Giverny Capital opened 1 new position, added to 0, trimmed 0, left 1 unchanged and exited 0. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
New positions
- SPY$2.49M
Exited
Nothing from the previous filing was sold outright.
Added to
No position was increased by more than 2%.
Trimmed
No position was cut by more than 2%.
Other quarters
Source: SEC Form 13F-HR, accession 0001641864-24-000008, 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.