Q3 2025 · 13F-HR/A
Giverny Capital Inc.holdings as filed
Filed 2025-11-14 · accession 0001641864-25-000011
$3.14B
Reported value
52
Positions
2025-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $256.7M | 8.19% | 510,644 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $229.0M | 7.30% | 311,810 | Common | SOLE |
| 12008R107 | BLDR | BUILDERS FIRSTSOURCE INC | $194.9M | 6.22% | 87,096 | Common | SOLE |
| 422806208 | HEI/A | HEICO CORP NEW | $190.4M | 6.07% | 749,501 | Common | SOLE |
| 031100100 | AME | AMETEK INC | $187.4M | 5.98% | 996,676 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC C | $155.4M | 4.96% | 638,213 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $150.4M | 4.80% | 1,575,776 | Common | SOLE |
| 92826C839 | V | VISA INC | $138.4M | 4.42% | 405,520 | Common | SOLE |
| 58506Q109 | MEDP | MEDPACE HOLDINGS INC | $134.6M | 4.29% | 261,802 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP | $131.8M | 4.20% | 533,889 | Common | SOLE |
| 45780R101 | IBP | INSTALLED BLDG PRODS INC | $127.0M | 4.05% | 514,736 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC. | $115.2M | 3.68% | 21,343 | Common | SOLE |
| 62944T105 | NVR | NVR INC | $113.1M | 3.61% | 14,075 | Common | SOLE |
| 33829M101 | FIVE | FIVE BELOW INC | $98.6M | 3.14% | 637,090 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $87.3M | 2.78% | 359,143 | Common | SOLE |
| 337738108 | FISV | FISERV INC | $84.0M | 2.68% | 651,257 | Common | SOLE |
| 570535104 | MKL | MARKEL CORP | $83.8M | 2.67% | 43,829 | Common | SOLE |
| 49714P108 | KNSL | KINSALE CAPITAL GROUP IN | $81.0M | 2.58% | 190,462 | Common | SOLE |
| 143130102 | KMX | CARMAX INC | $74.9M | 2.39% | 1,670,114 | Common | SOLE |
| 761152107 | RMD | RESMED INC | $64.4M | 2.06% | 235,418 | Common | SOLE |
| 06417N103 | OZK | BANK OZK LITTLE ROCK ARK | $64.3M | 2.05% | 1,261,960 | Common | SOLE |
| 040413205 | ANET | ARISTA NETWORKS INC | $60.1M | 1.92% | 412,399 | Common | SOLE |
| 49338L103 | KEYS | KEYSIGHT TECHNOLOGIES INC | $58.4M | 1.86% | 333,927 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES INC | $43.4M | 1.38% | 176,468 | Common | SOLE |
| 115236101 | BRO | BROWN & BROWN | $30.2M | 0.96% | 322,246 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $29.8M | 0.95% | 260,400 | Common | SOLE |
| 550021109 | LULU | LULULEMON ATHLETICA INC | $25.6M | 0.82% | 144,001 | Common | SOLE |
| 537008104 | LFUS | LITTELFUSE INC | $21.0M | 0.67% | 81,257 | Common | SOLE |
| 339750101 | FND | FLOOR & DECOR HLDGS INC | $17.4M | 0.56% | 236,148 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $16.0M | 0.51% | 50,705 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $15.8M | 0.50% | 27,724 | Common | SOLE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $8.5M | 0.27% | 11 | Common | SOLE |
| 87318A101 | TWFG | TWFG INC | $8.2M | 0.26% | 300,317 | Common | SOLE |
| 31488V107 | FERG | FERGUSON ENTERPRISES INC | $8.0M | 0.25% | 35,503 | Common | SOLE |
| 016255101 | ALGN | ALIGN TECHNOLOGY INC | $5.7M | 0.18% | 45,691 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $4.3M | 0.14% | 16,875 | Common | SOLE |
| 225310101 | CACC | CREDIT ACCEP CORP MICH | $2.6M | 0.08% | 6,874 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $2.3M | 0.07% | 8,163 | Common | SOLE |
| 14040H105 | COF | CAPITAL ONE FC | $1.8M | 0.06% | 8,275 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF | $1.6M | 0.05% | 2,474 | Common | SOLE |
| 98850P109 | YUMC | YUM CHINA HLDGS INC | $1.5M | 0.05% | 36,036 | Common | SOLE |
| 55261F104 | MTB | M & T BK CORP | $1.5M | 0.05% | 7,540 | Common | SOLE |
| 78463V107 | GLD | SPDR GOLD TR | $1.4M | 0.04% | 3,876 | Common | SOLE |
| 464288752 | ITB | ISHARES TR | $1.2M | 0.04% | 11,561 | Common | SOLE |
| M2029K104 | BIRK | BIRKENSTOCK HLDG PLC | $1.2M | 0.04% | 27,392 | Common | SOLE |
| 217204106 | CPRT | COPART INC | $1.2M | 0.04% | 27,484 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $882,069 | 0.03% | 1,703 | Common | SOLE |
| 26154D100 | DFH | DREAM FINDERS HOMES | $834,676 | 0.03% | 32,202 | Common | SOLE |
| 679580100 | ODFL | OLD DOMINION FREIGHT LINE IN | $739,799 | 0.02% | 5,255 | Common | SOLE |
| 670100205 | NVO | NOVO-NORDISK A S | $688,076 | 0.02% | 12,400 | Common | SOLE |
| 82982L103 | SITE | SITEONE LANDSCAPE SUPPLY INC | $483,386 | 0.02% | 3,753 | Common | SOLE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $221,837 | 0.01% | 240 | 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.