Alphabet (GOOG) Contributed 4.7% to Giverny Capital Asset Management’s 2025 Growth

Market Intelligence Analysis

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Why This Matters

Giverny Capital Asset Management's 2025 portfolio return was 0.01% compared to the S&P 500's 2.66%, with Alphabet (GOOG) contributing 4.7% to their growth.

Market Impact

Market impact analysis based on neutral sentiment with 65% confidence.

Sentiment
Neutral
AI Confidence
65%
Time Horizon
Short Term

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2025 investor letter. A copy of the same can be downloaded here. The Portfolio returned 0.01% compared to 2.66% for the S&P 500. YTD, the fund returned 12.58% compared to 17.88% for the Index. The firm faced a challenging fourth quarter and calendar year, […]

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Original article published by Yahoo Finance on January 30, 2026.
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