13F HOLDINGS REPORT
Giverny Capital Inc.
Quarter ended Q1 2025 · Filed May 13, 2025 · Accession 0001641864-25-000003
Total Value
$2.71B
Positions
54
Other Managers
0
Confidential Omitted
No
Holdings (54)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 503,332 | $268.1M | 9.88% |
| 2 | META PLATFORMS INC | META | 315,144 | $181.6M | 6.70% |
| 3 | AMETEK INC | AME | 977,434 | $168.3M | 6.20% |
| 4 | HEICO CORP NEW | HEI-A | 742,011 | $156.5M | 5.77% |
| 5 | PROGRESSIVE CORP | 743315103 | 529,154 | $149.8M | 5.52% |
| 6 | FISERV INC | FISV | 629,633 | $139.0M | 5.13% |
| 7 | VISA INC | V | 393,549 | $137.9M | 5.08% |
| 8 | CARMAX INC | KMX | 1,641,622 | $127.9M | 4.72% |
| 9 | ALPHABET INC C | GOOG | 755,109 | $118.0M | 4.35% |
| 10 | NVR INC | NVR | 13,490 | $97.7M | 3.60% |
| 11 | BOOKING HOLDINGS INC. | BKNG | 21,132 | $97.4M | 3.59% |
| 12 | INSTALLED BLDG PRODS INC | 45780R101 | 508,073 | $87.1M | 3.21% |
| 13 | KINSALE CAPITAL GROUP IN | 49714P108 | 169,967 | $82.7M | 3.05% |
| 14 | MARKEL CORP | MKL | 43,402 | $81.1M | 2.99% |
| 15 | MEDPACE HOLDINGS INC | MEDP | 251,937 | $76.8M | 2.83% |
| 16 | SCHWAB CHARLES CORP | SCHW-PJ | 949,066 | $74.3M | 2.74% |
| 17 | STARBUCKS CORP | SBUX | 746,686 | $73.2M | 2.70% |
| 18 | M & T BK CORP | 55261F104 | 367,532 | $65.7M | 2.42% |
| 19 | BANK OZK LITTLE ROCK ARK | OZKAP | 1,209,513 | $52.6M | 1.94% |
| 20 | KEYSIGHT TECHNOLOGIES INC | KEYS | 331,011 | $49.6M | 1.83% |
| 21 | FIVE BELOW INC | FIVE | 621,590 | $46.6M | 1.72% |
| 22 | BANK AMERICA CORP | 060505104 | 998,001 | $41.6M | 1.54% |
| 23 | LULULEMON ATHLETICA INC | LULU | 143,169 | $40.5M | 1.49% |
| 24 | ALPHABET INC | GOOG | 255,940 | $39.6M | 1.46% |
| 25 | BROWN & BROWN | BRO | 294,603 | $36.6M | 1.35% |
| 26 | ARISTA NETWORKS INC | ANET | 466,528 | $36.1M | 1.33% |
| 27 | ANALOG DEVICES INC | ADI | 171,340 | $34.6M | 1.27% |
| 28 | DISNEY WALT CO | 254687106 | 247,503 | $24.4M | 0.90% |
| 29 | FLOOR & DECOR HLDGS INC | FND | 233,878 | $18.8M | 0.69% |
| 30 | LITTELFUSE INC | LFUS | 80,504 | $15.8M | 0.58% |
| 31 | CREDIT ACCEP CORP MICH | 225310101 | 29,851 | $15.4M | 0.57% |
| 32 | MASTERCARD INCORPORATED | MA | 27,043 | $14.8M | 0.55% |
| 33 | JPMORGAN CHASE & CO | VYLD | 44,483 | $10.9M | 0.40% |
| 34 | BUILDERS FIRSTSOURCE INC | BLDR | 82,445 | $10.3M | 0.38% |
| 35 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 11 | $8.8M | 0.32% |
| 36 | ALIGN TECHNOLOGY INC | ALGN | 45,135 | $7.2M | 0.26% |
| 37 | FERGUSON ENTERPRISES INC | FERG | 34,386 | $5.5M | 0.20% |
| 38 | CAPITAL ONE FC | 14040H105 | 12,274 | $2.2M | 0.08% |
| 39 | APPLE INC | AAPL | 9,367 | $2.1M | 0.08% |
| 40 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 11,550 | $1.9M | 0.07% |
| 41 | YUM CHINA HLDGS INC | YUMC | 36,036 | $1.9M | 0.07% |
| 42 | COPART INC | CPRT | 27,484 | $1.6M | 0.06% |
| 43 | SPDR S&P 500 ETF | SPY | 2,567 | $1.4M | 0.05% |
| 44 | BLACKROCK ISHS PRM MM ETF | BLK | 12,876 | $1.3M | 0.05% |
| 45 | BIRKENSTOCK HLDG PLC | BIRK | 27,392 | $1.3M | 0.05% |
| 46 | SPDR GOLD TR | GLD | 3,898 | $1.1M | 0.04% |
| 47 | ISHARES TR | 464288752 | 10,961 | $1.0M | 0.04% |
| 48 | OLD DOMINION FREIGHT LINE IN | ODFL | 5,255 | $869,440 | 0.03% |
| 49 | NOVO-NORDISK A S | NONOF | 12,400 | $861,056 | 0.03% |
| 50 | MICROSOFT CORP | MSFT | 1,987 | $745,900 | 0.03% |
| 51 | DREAM FINDERS HOMES | DFH | 32,202 | $726,477 | 0.03% |
| 52 | SITEONE LANDSCAPE SUPPLY INC | SITE | 3,753 | $455,764 | 0.02% |
| 53 | COSTCO WHSL CORP NEW | 22160K105 | 240 | $226,987 | 0.01% |
| 54 | INTUITIVE SURGICAL INC | ISRG | 405 | $200,584 | 0.01% |