13F HOLDINGS REPORT (Amended)
Giverny Capital Inc.
Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0001641864-25-000005
Total Value
$2.74B
Positions
62
Other Managers
0
Confidential Omitted
No
Holdings (62)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 505,550 | $229.2M | 8.38% |
| 2 | META PLATFORMS INC | META | 315,095 | $184.5M | 6.74% |
| 3 | AMETEK INC | AME | 974,459 | $175.7M | 6.42% |
| 4 | HEICO CORP NEW | HEI-A | 741,655 | $138.0M | 5.04% |
| 5 | CARMAX INC | KMX | 1,682,869 | $137.6M | 5.03% |
| 6 | PROGRESSIVE CORP | 743315103 | 545,856 | $130.8M | 4.78% |
| 7 | FISERV INC | FISV | 630,254 | $129.5M | 4.73% |
| 8 | VISA INC | V | 395,717 | $125.1M | 4.57% |
| 9 | ALPHABET INC C | GOOG | 655,037 | $124.7M | 4.56% |
| 10 | NVR INC | NVR | 13,558 | $110.9M | 4.05% |
| 11 | BOOKING HOLDINGS INC. | BKNG | 21,177 | $105.2M | 3.85% |
| 12 | INSTALLED BLDG PRODS INC | 45780R101 | 504,735 | $88.5M | 3.23% |
| 13 | MEDPACE HOLDINGS INC | MEDP | 234,287 | $77.8M | 2.84% |
| 14 | FIVE BELOW INC | FIVE | 732,110 | $76.8M | 2.81% |
| 15 | MARKEL CORP | MKL | 43,331 | $74.8M | 2.73% |
| 16 | SCHWAB CHARLES CORP | SCHW-PJ | 947,927 | $70.2M | 2.56% |
| 17 | M & T BK CORP | 55261F104 | 367,581 | $69.1M | 2.53% |
| 18 | STARBUCKS CORP | SBUX | 749,372 | $68.4M | 2.50% |
| 19 | ALPHABET INC | GOOG | 356,828 | $67.5M | 2.47% |
| 20 | LULULEMON ATHLETICA INC | LULU | 143,368 | $54.8M | 2.00% |
| 21 | BANK OZK LITTLE ROCK ARK | OZKAP | 1,212,438 | $54.0M | 1.97% |
| 22 | KEYSIGHT TECHNOLOGIES INC | KEYS | 331,845 | $53.3M | 1.95% |
| 23 | ARISTA NETWORKS INC | ANET | 410,428 | $45.4M | 1.66% |
| 24 | BANK AMERICA CORP | 060505104 | 1,000,978 | $44.0M | 1.61% |
| 25 | KINSALE CAPITAL GROUP IN | 49714P108 | 90,759 | $42.2M | 1.54% |
| 26 | ANALOG DEVICES INC | ADI | 171,775 | $36.5M | 1.33% |
| 27 | FORTUNE BRANDS HOME & SEC IN | FBIN | 463,140 | $31.6M | 1.16% |
| 28 | BROWN & BROWN | BRO | 294,809 | $30.1M | 1.10% |
| 29 | DISNEY WALT CO | 254687106 | 248,218 | $27.6M | 1.01% |
| 30 | FLOOR & DECOR HLDGS INC | FND | 233,921 | $23.3M | 0.85% |
| 31 | LITTELFUSE INC | LFUS | 80,615 | $19.0M | 0.69% |
| 32 | CREDIT ACCEP CORP MICH | 225310101 | 29,558 | $13.9M | 0.51% |
| 33 | MASTERCARD INCORPORATED | MA | 26,275 | $13.8M | 0.51% |
| 34 | JPMORGAN CHASE & CO | VYLD | 43,862 | $10.5M | 0.38% |
| 35 | ALIGN TECHNOLOGY INC | ALGN | 43,006 | $9.0M | 0.33% |
| 36 | FERGUSON ENTERPRISES INC | FERG | 33,708 | $5.9M | 0.21% |
| 37 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 8 | $5.4M | 0.20% |
| 38 | APPLE INC | AAPL | 16,976 | $4.3M | 0.16% |
| 39 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 14,638 | $2.9M | 0.11% |
| 40 | SPDR S&P 500 ETF | SPY | 4,752 | $2.8M | 0.10% |
| 41 | CAPITAL ONE FC | 14040H105 | 14,774 | $2.6M | 0.10% |
| 42 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 16,799 | $2.5M | 0.09% |
| 43 | YUM CHINA HLDGS INC | YUMC | 36,036 | $1.7M | 0.06% |
| 44 | COPART INC | CPRT | 27,484 | $1.6M | 0.06% |
| 45 | BIRKENSTOCK HLDG PLC | BIRK | 27,392 | $1.6M | 0.06% |
| 46 | UNITEDHEALTH GRP INC | UNH | 2,364 | $1.2M | 0.04% |
| 47 | LIBERTY BROADBAND CORP | LBRDP | 15,000 | $1.1M | 0.04% |
| 48 | ISHARES TR | 464288752 | 10,432 | $1.1M | 0.04% |
| 49 | NOVO-NORDISK A S | NONOF | 12,400 | $1.1M | 0.04% |
| 50 | SPDR GOLD TR | GLD | 4,206 | $1.0M | 0.04% |
| 51 | MICROSOFT CORP | MSFT | 2,354 | $992,211 | 0.04% |
| 52 | OLD DOMINION FREIGHT LINE IN | ODFL | 5,255 | $926,982 | 0.03% |
| 53 | DREAM FINDERS HOMES | DFH | 32,202 | $749,341 | 0.03% |
| 54 | ISHARES SILVER TR | SLV | 23,000 | $605,590 | 0.02% |
| 55 | JACOBS SOLUTIONS INC | J | 4,394 | $587,126 | 0.02% |
| 56 | GRAYSCALE BITCOIN TR BTC | GBTC | 7,442 | $550,857 | 0.02% |
| 57 | SITEONE LANDSCAPE SUPPLY INC | SITE | 3,753 | $494,533 | 0.02% |
| 58 | DOUBLELINE SHILLER ENHANCED CAPE I | 25861R204 | 10,645 | $319,031 | 0.01% |
| 59 | VANGUARD 500 INDX ETF-NEW | 922908363 | 584 | $314,665 | 0.01% |
| 60 | COSTCO WHSL CORP NEW | 22160K105 | 240 | $219,905 | 0.01% |
| 61 | INTUITIVE SURGICAL INC | ISRG | 405 | $211,394 | 0.01% |
| 62 | EDWARDS LIFESCIENCES CORP | EW | 257 | $19,026 | 0.00% |