Giverny Capital Asset Management, 4th Quarter 2021


Letter by David M. Poppe


Top 10 holdings: $GOOG $KMX $ANET $SCHW $CNSWF $PGR $CACC $SSNC $HEI $FB2A.BE


Companies discussed: $Z $CME $CIEN $JPM $ERFSF $FRC




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