giverny capital holdings - giverny capital 13f : 2024-11-01 giverny capital holdingsTop 10 Holdings as of June 30,2024. Voir en taille réelle . Performance - January 1 to June 30, 2024. Performance - Annualized since inception April 1, 2020. GCAM performance reflects returns of the Poppe family .
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giverny capital holdingsTop 10 Holdings as of June 30,2024. Voir en taille réelle . Performance - January 1 to June 30, 2024. Performance - Annualized since inception April 1, 2020. GCAM performance reflects returns of the Poppe family . Giverny Capital Asset Management highlighted stocks like SS&C Technologies Holdings, Inc. (NASDAQ:SSNC) in the third quarter 2023 investor letter. Headquartered in Windsor, Connecticut, SS&C .
giverny capital holdingsGiverny Capital 13F annual report Giverny Capital is an investment fund managing more than $2.37 trillion ran by Francois Campeau. There are currently 49 companies in Campeau’s portfolio. . Stocks with a size of more than $10 billion in market cap make up 43% of the total holdings value. On the other hand, small-cap stocks make up only .Sharing Research. Our firm is affiliated with Giverny Capital Advisors LLC (“GCA”) and Giverny Capital Asset Management LLC (“GCAM”). We provide research services to both firms (we provide our model portfolio and collaborate with them on investment analysis). In return, our firm receives a portion of GCA and GCAM’s profitability.Giverny Capital Asset Management, LLC (“GCAM”) is a partnership between Giverny Capital Inc. of Montreal and David Poppe. David manages the GCAM portfolio for clients and works closely with the Giverny Capital team on investment ideas and stock research. David Poppe, President and Co-Founder of GCAM - Photo credit : Cherie Henderson. .
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giverny capital holdings