WhaleScore 2.0 ?
Giverny Capital is based out of Montreal. Giverny Capital is a large advisory firm with 2472 clients and discretionary assets under management (AUM) of $1,044,816,767 (Form ADV from 2020-06-29). Their last reported 13F filing for Q3 2020 included $1,090,506,000 in managed 13F securities and a top 10 holdings concentration of 63.44%. Giverny Capital's largest holding is Berkshire Hathaway Inc Class B with shares held of 674,157. Giverny Capital has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 24 13F filings
: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for GIVERNY CAPITAL INC.
Top 20 equal-weighted holdings. Performance numbers calculated through 2020-11-16
|Performance for Q3 2020:||11.99%|
|Performance Last 4 Quarters:||4.55%|
|Stdev (5-yrs):||Subscription required||BETA (5-yrs):||Subscription required||ALPHA (3-yrs):||Subscription required|
|Max Drawdown (all-years):||Subscription required||Annualized Perf (3-yrs):||Subscription required||Batting Avg vs S&P. (3-yrs):||Subscription required|
|Sortino (3-yrs):||Subscription required||Stutzer (3-yrs):||Subscription required||Treynor (3-yrs):||Subscription required|
|Sterling (3-yrs):||Subscription required||Calmar (3-yrs):||Subscription required||Information Ratio (3-yrs):||Subscription required|
|Tracking Error (3 yrs):||Subscription required||Stdev Down (3-yrs):||Subscription required||Winning Months %:||Subscription required|
|Losing Months %:||Subscription required||Best 12 Months:||Subscription required||Worst 12 Months:||Subscription required|
|Efficiency Ratio (3-yrs):||Subscription required||Sharpe:||Subscription required||Stdev Sectors:||Subscription required|
|Skewness (3-yrs):||Subscription required||Kurtosis (3-yrs):||Subscription required||Upside Potential (3-yrs):||Subscription required|
|SEC Registration as :||Large Advisory Firm,Principal Office Outside the US|
|Form of Organization:||Corporation|
|Number of employees:||14|
|Other Business Activities:|
|Advisor Fees/Compensation:||Percentage of assets under management|
|Amount of client funds and securities:|
|Total Number of Clients:||2472|
|Amount of client funds and securities by related persons:|
|Total Number of clients from related persons:|
|Name||Title||Start Date||Direct/Indirect||% Ownership|
|ROCHON, FRANCOIS||CEO||01/01/1998||Direct||50 - 75%|
|BOUCHARD, JEAN-PHILIPPE||VP||01/01/2010||Direct||less than 5%|
|MUSEE GIVERNY CAPITAL INC.||SHAREHOLDER||01/01/2007||Direct||10 - 25%|
|9186-0841 QUEBEC INC.||SHAREHOLDER||02/01/2008||Direct||10 - 25%|