Giverny Capital
Giverny Capital Asset Management Model Portfolio
US Mega-cap
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy and positions in 16 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year · follow all of Giverny Capital for every strategy.
Performance
as of Jun 30, 2026 · net of fees · USD
- YTD+5.9%index +10.2%
- 1Y+13.1%index +22.3%
- 3Y · /yr+17.6%index +20.6%
- 5Y · /yr+9.9%index +13.4%
- Inception · /yr+17.5%index +20.4%
Index: S&P 500 TR
| YTD | 1Y | 3Yper year | 5Yper year | Since inceptionper year | |
|---|---|---|---|---|---|
| Giverny Capital Asset Management Model Portfolio | +5.9% | +13.1% | +17.6% | +9.9% | +17.5% |
| S&P 500 TR | +10.2% | +22.3% | +20.6% | +13.4% | +20.4% |
Since inception: Since Inception 6/30/2026
Disclaimer
These figures are copied from the manager’s latest letter, as of Jun 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →What it bought and sold
We added to Schwab during the quarter, making it our third-largest position.
As for portfolio activity for the quarter, we trimmed Alphabet and Arista.
As for portfolio activity for the quarter, we trimmed Alphabet and Arista.
In June, we bought more Progressive at $205.