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Giverny Capital Asset Management's investment thesis on American Express Company ($AXP) — Q1 2026 | Buyside Digest

$AXPNYSEAmerican Express Company

BULL

Giverny Capital Asset Management—AXP

Fund Letter

Q1 2026

Published April 13, 2026

$336.15USD

+3.1% vs last month

$331.69Pitched

+1.3% since pitch

Market Cap$232.2B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Giverny established a new position in American Express following a 25% price drop, using proceeds from the sale of Ametek. The manager values...

— David M. Poppe

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