Q2 2025 · 13F-HR
Giverny Capital Inc.holdings as filed
Filed 2025-08-13 · accession 0001641864-25-000007
$2.92B
Reported value
55
Positions
2025-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $248.6M | 8.53% | 511,784 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $235.4M | 8.07% | 318,902 | Common | SOLE |
| 422806208 | HEI/A | HEICO CORP NEW | $193.9M | 6.65% | 749,492 | Common | SOLE |
| 031100100 | AME | AMETEK INC | $180.3M | 6.18% | 996,344 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $143.0M | 4.90% | 1,567,495 | Common | SOLE |
| 92826C839 | V | VISA INC | $142.5M | 4.89% | 401,297 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP | $138.9M | 4.76% | 520,367 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC. | $123.3M | 4.23% | 21,290 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC C | $116.0M | 3.98% | 653,717 | Common | SOLE |
| 337738108 | FISV | FISERV INC | $111.8M | 3.83% | 648,574 | Common | SOLE |
| 143130102 | KMX | CARMAX INC | $111.3M | 3.82% | 1,655,930 | Common | SOLE |
| 62944T105 | NVR | NVR INC | $103.7M | 3.56% | 14,038 | Common | SOLE |
| 45780R101 | IBP | INSTALLED BLDG PRODS INC | $92.8M | 3.18% | 514,459 | Common | SOLE |
| 570535104 | MKL | MARKEL CORP | $87.3M | 2.99% | 43,696 | Common | SOLE |
| 49714P108 | KNSL | KINSALE CAPITAL GROUP IN | $86.7M | 2.97% | 179,153 | Common | SOLE |
| 58506Q109 | MEDP | MEDPACE HOLDINGS INC | $82.2M | 2.82% | 261,755 | Common | SOLE |
| 33829M101 | FIVE | FIVE BELOW INC | $82.1M | 2.82% | 625,871 | Common | SOLE |
| 855244109 | SBUX | STARBUCKS CORP | $68.7M | 2.36% | 750,248 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $66.9M | 2.29% | 379,617 | Common | SOLE |
| 06417N103 | OZK | BANK OZK LITTLE ROCK ARK | $59.2M | 2.03% | 1,258,996 | Common | SOLE |
| 49338L103 | KEYS | KEYSIGHT TECHNOLOGIES INC | $54.7M | 1.87% | 333,585 | Common | SOLE |
| 040413205 | ANET | ARISTA NETWORKS INC | $49.4M | 1.69% | 482,561 | Common | SOLE |
| 060505104 | BAC | BANK AMERICA CORP | $47.5M | 1.63% | 1,004,119 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES INC | $41.9M | 1.44% | 176,111 | Common | SOLE |
| 115236101 | BRO | BROWN & BROWN | $35.7M | 1.22% | 321,637 | Common | SOLE |
| 550021109 | LULU | LULULEMON ATHLETICA INC | $34.2M | 1.17% | 143,977 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $32.3M | 1.11% | 260,475 | Common | SOLE |
| 537008104 | LFUS | LITTELFUSE INC | $18.4M | 0.63% | 81,112 | Common | SOLE |
| 339750101 | FND | FLOOR & DECOR HLDGS INC | $17.9M | 0.61% | 235,831 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $15.6M | 0.54% | 27,841 | Common | SOLE |
| 225310101 | CACC | CREDIT ACCEP CORP MICH | $15.5M | 0.53% | 30,501 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $14.8M | 0.51% | 50,950 | Common | SOLE |
| 12008R107 | BLDR | BUILDERS FIRSTSOURCE INC | $10.2M | 0.35% | 87,317 | Common | SOLE |
| 016255101 | ALGN | ALIGN TECHNOLOGY INC | $8.8M | 0.30% | 46,358 | Common | SOLE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $8.0M | 0.27% | 11 | Common | SOLE |
| 31488V107 | FERG | FERGUSON ENTERPRISES INC | $7.8M | 0.27% | 35,679 | Common | SOLE |
| 87318A101 | TWFG | TWFG INC | $6.2M | 0.21% | 177,848 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $3.5M | 0.12% | 16,976 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $2.6M | 0.09% | 11,550 | Common | SOLE |
| 14040H105 | COF | CAPITAL ONE FC | $2.0M | 0.07% | 9,274 | Common | SOLE |
| 98850P109 | YUMC | YUM CHINA HLDGS INC | $1.6M | 0.06% | 36,036 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF | $1.5M | 0.05% | 2,474 | Common | SOLE |
| 55261F104 | MTB | M & T BK CORP | $1.5M | 0.05% | 7,540 | Common | SOLE |
| 217204106 | CPRT | COPART INC | $1.3M | 0.05% | 27,484 | Common | SOLE |
| M2029K104 | BIRK | BIRKENSTOCK HLDG PLC | $1.3M | 0.05% | 27,392 | Common | SOLE |
| 78463V107 | GLD | SPDR GOLD TR | $1.2M | 0.04% | 3,876 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $1.1M | 0.04% | 2,303 | Common | SOLE |
| 464288752 | ITB | ISHARES TR | $1.1M | 0.04% | 11,518 | Common | SOLE |
| 670100205 | NVO | NOVO-NORDISK A S | $855,848 | 0.03% | 12,400 | Common | SOLE |
| 679580100 | ODFL | OLD DOMINION FREIGHT LINE IN | $852,887 | 0.03% | 5,255 | Common | SOLE |
| 26154D100 | DFH | DREAM FINDERS HOMES | $809,236 | 0.03% | 32,202 | Common | SOLE |
| 82982L103 | SITE | SITEONE LANDSCAPE SUPPLY INC | $453,888 | 0.02% | 3,753 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $257,564 | 0.01% | 1,174 | Common | SOLE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $237,586 | 0.01% | 240 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $220,081 | 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.