Giverny Capital Asset Management adds AXP; exits AME (AXP:NYSE)

Giverny Capital Asset Management adds AXP; exits AME (AXP:NYSE)

Summary

Giverny Capital’s Q1 2026 portfolio update: 6.9% return vs S&P 500 -4.3%, new American Express stake and full Ametek exit—read more now.

Description

Giverny Capital’s Q1 2026 portfolio update: 6.9% return vs S&P 500 -4.3%, new American Express stake and full Ametek exit—read more now.

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