Q1 2025 · 13F-HR/A
Giverny Capital Inc.holdings as filed
Filed 2025-08-12 · accession 0001641864-25-000006
$2.71B
Reported value
54
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $268.1M | 9.88% | 503,332 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $181.6M | 6.70% | 315,144 | Common | SOLE |
| 031100100 | AME | AMETEK INC | $168.3M | 6.20% | 977,434 | Common | SOLE |
| 422806208 | HEI/A | HEICO CORP NEW | $156.5M | 5.77% | 742,011 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP | $149.8M | 5.52% | 529,154 | Common | SOLE |
| 337738108 | FISV | FISERV INC | $139.0M | 5.13% | 629,633 | Common | SOLE |
| 92826C839 | V | VISA INC | $137.9M | 5.08% | 393,549 | Common | SOLE |
| 143130102 | KMX | CARMAX INC | $127.9M | 4.72% | 1,641,622 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC C | $101.8M | 3.75% | 651,446 | Common | SOLE |
| 62944T105 | NVR | NVR INC | $97.7M | 3.60% | 13,490 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC. | $97.4M | 3.59% | 21,132 | Common | SOLE |
| 45780R101 | IBP | INSTALLED BLDG PRODS INC | $87.1M | 3.21% | 508,073 | Common | SOLE |
| 49714P108 | KNSL | KINSALE CAPITAL GROUP IN | $82.7M | 3.05% | 169,967 | Common | SOLE |
| 570535104 | MKL | MARKEL CORP | $81.1M | 2.99% | 43,402 | Common | SOLE |
| 58506Q109 | MEDP | MEDPACE HOLDINGS INC | $76.8M | 2.83% | 251,937 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $74.3M | 2.74% | 949,066 | Common | SOLE |
| 855244109 | SBUX | STARBUCKS CORP | $73.2M | 2.70% | 746,686 | Common | SOLE |
| 55261F104 | MTB | M & T BK CORP | $65.7M | 2.42% | 367,532 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $55.6M | 2.05% | 359,603 | Common | SOLE |
| 06417N103 | OZK | BANK OZK LITTLE ROCK ARK | $52.6M | 1.94% | 1,209,513 | Common | SOLE |
| 49338L103 | KEYS | KEYSIGHT TECHNOLOGIES INC | $49.6M | 1.83% | 331,011 | Common | SOLE |
| 33829M101 | FIVE | FIVE BELOW INC | $46.6M | 1.72% | 621,590 | Common | SOLE |
| 060505104 | BAC | BANK AMERICA CORP | $41.6M | 1.54% | 998,001 | Common | SOLE |
| 550021109 | LULU | LULULEMON ATHLETICA INC | $40.5M | 1.49% | 143,169 | Common | SOLE |
| 115236101 | BRO | BROWN & BROWN | $36.6M | 1.35% | 294,603 | Common | SOLE |
| 040413106 | ANETEUR | ARISTA NETWORKS INC | $36.1M | 1.33% | 466,528 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES INC | $34.6M | 1.27% | 171,340 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $24.4M | 0.90% | 247,503 | Common | SOLE |
| 339750101 | FND | FLOOR & DECOR HLDGS INC | $18.8M | 0.69% | 233,878 | Common | SOLE |
| 537008104 | LFUS | LITTELFUSE INC | $15.8M | 0.58% | 80,504 | Common | SOLE |
| 225310101 | CACC | CREDIT ACCEP CORP MICH | $15.4M | 0.57% | 29,851 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $14.8M | 0.55% | 27,043 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $10.9M | 0.40% | 44,483 | Common | SOLE |
| 12008R107 | BLDR | BUILDERS FIRSTSOURCE INC | $10.3M | 0.38% | 82,445 | Common | SOLE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $8.8M | 0.32% | 11 | Common | SOLE |
| 016255101 | ALGN | ALIGN TECHNOLOGY INC | $7.2M | 0.26% | 45,135 | Common | SOLE |
| 31488V107 | FERG | FERGUSON ENTERPRISES INC | $5.5M | 0.20% | 34,386 | Common | SOLE |
| 14040H105 | COF | CAPITAL ONE FC | $2.2M | 0.08% | 12,274 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $2.1M | 0.08% | 9,367 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $1.9M | 0.07% | 11,550 | Common | SOLE |
| 98850P109 | YUMC | YUM CHINA HLDGS INC | $1.9M | 0.07% | 36,036 | Common | SOLE |
| 217204106 | CPRT | COPART INC | $1.6M | 0.06% | 27,484 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF | $1.4M | 0.05% | 2,567 | Common | SOLE |
| 09290C756 | PMMF | BLACKROCK ISHS PRM MM ETF | $1.3M | 0.05% | 12,876 | Common | SOLE |
| M2029K104 | BIRK | BIRKENSTOCK HLDG PLC | $1.3M | 0.05% | 27,392 | Common | SOLE |
| 78463V107 | GLD | SPDR GOLD TR | $1.1M | 0.04% | 3,898 | Common | SOLE |
| 464288752 | ITB | ISHARES TR | $1.0M | 0.04% | 10,961 | Common | SOLE |
| 679580100 | ODFL | OLD DOMINION FREIGHT LINE IN | $869,440 | 0.03% | 5,255 | Common | SOLE |
| 670100205 | NVO | NOVO-NORDISK A S | $861,056 | 0.03% | 12,400 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $745,900 | 0.03% | 1,987 | Common | SOLE |
| 26154D100 | DFH | DREAM FINDERS HOMES | $726,477 | 0.03% | 32,202 | Common | SOLE |
| 82982L103 | SITE | SITEONE LANDSCAPE SUPPLY INC | $455,764 | 0.02% | 3,753 | Common | SOLE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $226,987 | 0.01% | 240 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $200,584 | 0.01% | 405 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.