13F HOLDINGS REPORT (Amended)
Giverny Capital Inc.
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001641864-25-000011
Total Value
$3.14B
Positions
52
Other Managers
0
Confidential Omitted
No
Holdings (52)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 510,644 | $256.7M | 8.19% |
| 2 | META PLATFORMS INC | META | 311,810 | $229.0M | 7.30% |
| 3 | BUILDERS FIRSTSOURCE INC | BLDR | 87,096 | $194.9M | 6.22% |
| 4 | HEICO CORP NEW | HEI-A | 749,501 | $190.4M | 6.07% |
| 5 | AMETEK INC | AME | 996,676 | $187.4M | 5.98% |
| 6 | ALPHABET INC C | GOOG | 638,213 | $155.4M | 4.96% |
| 7 | SCHWAB CHARLES CORP | SCHW-PJ | 1,575,776 | $150.4M | 4.80% |
| 8 | VISA INC | V | 405,520 | $138.4M | 4.42% |
| 9 | MEDPACE HOLDINGS INC | MEDP | 261,802 | $134.6M | 4.29% |
| 10 | PROGRESSIVE CORP | 743315103 | 533,889 | $131.8M | 4.20% |
| 11 | INSTALLED BLDG PRODS INC | 45780R101 | 514,736 | $127.0M | 4.05% |
| 12 | BOOKING HOLDINGS INC. | BKNG | 21,343 | $115.2M | 3.68% |
| 13 | NVR INC | NVR | 14,075 | $113.1M | 3.61% |
| 14 | FIVE BELOW INC | FIVE | 637,090 | $98.6M | 3.14% |
| 15 | ALPHABET INC | GOOG | 359,143 | $87.3M | 2.78% |
| 16 | FISERV INC | FISV | 651,257 | $84.0M | 2.68% |
| 17 | MARKEL CORP | MKL | 43,829 | $83.8M | 2.67% |
| 18 | KINSALE CAPITAL GROUP IN | 49714P108 | 190,462 | $81.0M | 2.58% |
| 19 | CARMAX INC | KMX | 1,670,114 | $74.9M | 2.39% |
| 20 | RESMED INC | RSMDF | 235,418 | $64.4M | 2.06% |
| 21 | BANK OZK LITTLE ROCK ARK | OZKAP | 1,261,960 | $64.3M | 2.05% |
| 22 | ARISTA NETWORKS INC | ANET | 412,399 | $60.1M | 1.92% |
| 23 | KEYSIGHT TECHNOLOGIES INC | KEYS | 333,927 | $58.4M | 1.86% |
| 24 | ANALOG DEVICES INC | ADI | 176,468 | $43.4M | 1.38% |
| 25 | BROWN & BROWN | BRO | 322,246 | $30.2M | 0.96% |
| 26 | DISNEY WALT CO | 254687106 | 260,400 | $29.8M | 0.95% |
| 27 | LULULEMON ATHLETICA INC | LULU | 144,001 | $25.6M | 0.82% |
| 28 | LITTELFUSE INC | LFUS | 81,257 | $21.0M | 0.67% |
| 29 | FLOOR & DECOR HLDGS INC | FND | 236,148 | $17.4M | 0.56% |
| 30 | JPMORGAN CHASE & CO | VYLD | 50,705 | $16.0M | 0.51% |
| 31 | MASTERCARD INCORPORATED | MA | 27,724 | $15.8M | 0.50% |
| 32 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 11 | $8.5M | 0.27% |
| 33 | TWFG INC | TWFG | 300,317 | $8.2M | 0.26% |
| 34 | FERGUSON ENTERPRISES INC | FERG | 35,503 | $8.0M | 0.25% |
| 35 | ALIGN TECHNOLOGY INC | ALGN | 45,691 | $5.7M | 0.18% |
| 36 | APPLE INC | AAPL | 16,875 | $4.3M | 0.14% |
| 37 | CREDIT ACCEP CORP MICH | 225310101 | 6,874 | $2.6M | 0.08% |
| 38 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 8,163 | $2.3M | 0.07% |
| 39 | CAPITAL ONE FC | 14040H105 | 8,275 | $1.8M | 0.06% |
| 40 | SPDR S&P 500 ETF | SPY | 2,474 | $1.6M | 0.05% |
| 41 | YUM CHINA HLDGS INC | YUMC | 36,036 | $1.5M | 0.05% |
| 42 | M & T BK CORP | 55261F104 | 7,540 | $1.5M | 0.05% |
| 43 | SPDR GOLD TR | GLD | 3,876 | $1.4M | 0.04% |
| 44 | ISHARES TR | 464288752 | 11,561 | $1.2M | 0.04% |
| 45 | BIRKENSTOCK HLDG PLC | BIRK | 27,392 | $1.2M | 0.04% |
| 46 | COPART INC | CPRT | 27,484 | $1.2M | 0.04% |
| 47 | MICROSOFT CORP | MSFT | 1,703 | $882,069 | 0.03% |
| 48 | DREAM FINDERS HOMES | DFH | 32,202 | $834,676 | 0.03% |
| 49 | OLD DOMINION FREIGHT LINE IN | ODFL | 5,255 | $739,799 | 0.02% |
| 50 | NOVO-NORDISK A S | NONOF | 12,400 | $688,076 | 0.02% |
| 51 | SITEONE LANDSCAPE SUPPLY INC | SITE | 3,753 | $483,386 | 0.02% |
| 52 | COSTCO WHSL CORP NEW | 22160K105 | 240 | $221,837 | 0.01% |