Giverny Capital - Performance Analysis
Investment performance metrics based on historical 13F filings data.
📊 Data Coverage: March 2015 to September 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)
+3.26B
+9,999%+
Winning Positions
+82.08%
87 wins / 106 positions
Average Gain (Winners)
$38.10M
+9,999%+ avg per position
Active Positions
52
15 losing positions
Portfolio Value Over Time
Total Positions Tracked
106
All holdings over time
Win/Loss Ratio
5.80
87 gains / 15 losses
Active vs. Exited
52 / 54
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 | $256.72M | $256.65M | +9,999%+ |
| META | Meta Platforms, Inc. | Communication Services | Jun 2018 | ACTIVE | $23.40K | $228.99M | $228.96M | +9,999%+ |
| HEI-A | Heico Corporation | Industrials | Sep 2016 | ACTIVE | $6.40K | $190.44M | $190.43M | +9,999%+ |
| AME | AMETEK, Inc. | Industrials | Dec 2016 | ACTIVE | $38.40K | $187.38M | $187.34M | +9,999%+ |
| BLDR | Builders FirstSource, Inc. | Industrials | Mar 2025 | ACTIVE | $10.30M | $194.92M | $184.62M | +1792.31% |
| GOOG | Alphabet Inc. | Communication Services | Sep 2016 | ACTIVE | $12.60K | $155.44M | $155.42M | +9,999%+ |
| SCHW | Charles Schwab Corporation (The | Financial Services | Sep 2018 | ACTIVE | $24.88K | $150.44M | $150.41M | +9,999%+ |
| V | Visa Inc. | Financial Services | Mar 2015 | ACTIVE | $18.73K | $138.44M | $138.42M | +9,999%+ |
| PGR | Progressive Corporation (The) | Financial Services | Sep 2019 | ACTIVE | $20.72K | $131.84M | $131.82M | +9,999%+ |
| TSM | Taiwan Semiconductor Manufactur | Technology | Jun 2020 | ACTIVE | $303.00 | $128.08M | $128.08M | +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.