13F HOLDINGS REPORT
Giverny Capital Inc.
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001641864-25-000007
Total Value
$2.92B
Positions
55
Other Managers
0
Confidential Omitted
No
Holdings (55)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 511,784 | $248.6M | 8.53% |
| 2 | META PLATFORMS INC | META | 318,902 | $235.4M | 8.07% |
| 3 | HEICO CORP NEW | HEI-A | 749,492 | $193.9M | 6.65% |
| 4 | AMETEK INC | AME | 996,344 | $180.3M | 6.18% |
| 5 | SCHWAB CHARLES CORP | SCHW-PJ | 1,567,495 | $143.0M | 4.90% |
| 6 | VISA INC | V | 401,297 | $142.5M | 4.89% |
| 7 | PROGRESSIVE CORP | 743315103 | 520,367 | $138.9M | 4.76% |
| 8 | BOOKING HOLDINGS INC. | BKNG | 21,290 | $123.3M | 4.23% |
| 9 | ALPHABET INC C | GOOG | 653,717 | $116.0M | 3.98% |
| 10 | FISERV INC | FISV | 648,574 | $111.8M | 3.83% |
| 11 | CARMAX INC | KMX | 1,655,930 | $111.3M | 3.82% |
| 12 | NVR INC | NVR | 14,038 | $103.7M | 3.56% |
| 13 | INSTALLED BLDG PRODS INC | 45780R101 | 514,459 | $92.8M | 3.18% |
| 14 | MARKEL CORP | MKL | 43,696 | $87.3M | 2.99% |
| 15 | KINSALE CAPITAL GROUP IN | 49714P108 | 179,153 | $86.7M | 2.97% |
| 16 | MEDPACE HOLDINGS INC | MEDP | 261,755 | $82.2M | 2.82% |
| 17 | FIVE BELOW INC | FIVE | 625,871 | $82.1M | 2.82% |
| 18 | STARBUCKS CORP | SBUX | 750,248 | $68.7M | 2.36% |
| 19 | ALPHABET INC | GOOG | 379,617 | $66.9M | 2.29% |
| 20 | BANK OZK LITTLE ROCK ARK | OZKAP | 1,258,996 | $59.2M | 2.03% |
| 21 | KEYSIGHT TECHNOLOGIES INC | KEYS | 333,585 | $54.7M | 1.87% |
| 22 | ARISTA NETWORKS INC | ANET | 482,561 | $49.4M | 1.69% |
| 23 | BANK AMERICA CORP | 060505104 | 1,004,119 | $47.5M | 1.63% |
| 24 | ANALOG DEVICES INC | ADI | 176,111 | $41.9M | 1.44% |
| 25 | BROWN & BROWN | BRO | 321,637 | $35.7M | 1.22% |
| 26 | LULULEMON ATHLETICA INC | LULU | 143,977 | $34.2M | 1.17% |
| 27 | DISNEY WALT CO | 254687106 | 260,475 | $32.3M | 1.11% |
| 28 | LITTELFUSE INC | LFUS | 81,112 | $18.4M | 0.63% |
| 29 | FLOOR & DECOR HLDGS INC | FND | 235,831 | $17.9M | 0.61% |
| 30 | MASTERCARD INCORPORATED | MA | 27,841 | $15.6M | 0.54% |
| 31 | CREDIT ACCEP CORP MICH | 225310101 | 30,501 | $15.5M | 0.53% |
| 32 | JPMORGAN CHASE & CO | VYLD | 50,950 | $14.8M | 0.51% |
| 33 | BUILDERS FIRSTSOURCE INC | BLDR | 87,317 | $10.2M | 0.35% |
| 34 | ALIGN TECHNOLOGY INC | ALGN | 46,358 | $8.8M | 0.30% |
| 35 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 11 | $8.0M | 0.27% |
| 36 | FERGUSON ENTERPRISES INC | FERG | 35,679 | $7.8M | 0.27% |
| 37 | TWFG INC | TWFG | 177,848 | $6.2M | 0.21% |
| 38 | APPLE INC | AAPL | 16,976 | $3.5M | 0.12% |
| 39 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 11,550 | $2.6M | 0.09% |
| 40 | CAPITAL ONE FC | 14040H105 | 9,274 | $2.0M | 0.07% |
| 41 | YUM CHINA HLDGS INC | YUMC | 36,036 | $1.6M | 0.06% |
| 42 | SPDR S&P 500 ETF | SPY | 2,474 | $1.5M | 0.05% |
| 43 | M & T BK CORP | 55261F104 | 7,540 | $1.5M | 0.05% |
| 44 | COPART INC | CPRT | 27,484 | $1.3M | 0.05% |
| 45 | BIRKENSTOCK HLDG PLC | BIRK | 27,392 | $1.3M | 0.05% |
| 46 | SPDR GOLD TR | GLD | 3,876 | $1.2M | 0.04% |
| 47 | MICROSOFT CORP | MSFT | 2,303 | $1.1M | 0.04% |
| 48 | ISHARES TR | 464288752 | 11,518 | $1.1M | 0.04% |
| 49 | NOVO-NORDISK A S | NONOF | 12,400 | $855,848 | 0.03% |
| 50 | OLD DOMINION FREIGHT LINE IN | ODFL | 5,255 | $852,887 | 0.03% |
| 51 | DREAM FINDERS HOMES | DFH | 32,202 | $809,236 | 0.03% |
| 52 | SITEONE LANDSCAPE SUPPLY INC | SITE | 3,753 | $453,888 | 0.02% |
| 53 | AMAZON COM INC | AMZN | 1,174 | $257,564 | 0.01% |
| 54 | COSTCO WHSL CORP NEW | 22160K105 | 240 | $237,586 | 0.01% |
| 55 | INTUITIVE SURGICAL INC | ISRG | 405 | $220,081 | 0.01% |