13F HOLDINGS REPORT
Giverny Capital Inc.
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001641864-26-000002
Total Value
$3.00B
Positions
50
Other Managers
0
Confidential Omitted
No
Holdings (50)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 505,984 | $254.3M | 8.48% |
| 2 | META PLATFORMS INC | META | 313,449 | $206.9M | 6.90% |
| 3 | AMETEK INC | AME | 979,458 | $201.1M | 6.71% |
| 4 | ALPHABET INC C | GOOG | 639,507 | $200.7M | 6.69% |
| 5 | HEICO CORP NEW | HEI-A | 754,532 | $190.5M | 6.35% |
| 6 | SCHWAB CHARLES CORP | SCHW-PJ | 1,585,661 | $158.4M | 5.28% |
| 7 | MEDPACE HOLDINGS INC | MEDP | 263,320 | $147.9M | 4.93% |
| 8 | VISA INC | V | 407,345 | $142.9M | 4.77% |
| 9 | INSTALLED BLDG PRODS INC | 45780R101 | 519,236 | $134.7M | 4.49% |
| 10 | PROGRESSIVE CORP | 743315103 | 536,832 | $122.2M | 4.08% |
| 11 | FIVE BELOW INC | FIVE | 637,747 | $120.1M | 4.01% |
| 12 | BOOKING HOLDINGS INC. | BKNG | 21,445 | $114.8M | 3.83% |
| 13 | ALPHABET INC | GOOG | 361,398 | $113.1M | 3.77% |
| 14 | NVR INC | NVR | 14,112 | $102.9M | 3.43% |
| 15 | MARKEL CORP | MKL | 43,978 | $94.5M | 3.15% |
| 16 | KINSALE CAPITAL GROUP IN | 49714P108 | 214,264 | $83.8M | 2.80% |
| 17 | KEYSIGHT TECHNOLOGIES INC | KEYS | 334,046 | $67.9M | 2.26% |
| 18 | DISNEY WALT CO | 254687106 | 544,419 | $61.9M | 2.07% |
| 19 | BROWN & BROWN | BRO | 772,520 | $61.6M | 2.05% |
| 20 | BANK OZK LITTLE ROCK ARK | OZKAP | 1,264,042 | $58.2M | 1.94% |
| 21 | RESMED INC | RSMDF | 235,388 | $56.7M | 1.89% |
| 22 | ARISTA NETWORKS INC | ANET | 419,158 | $54.9M | 1.83% |
| 23 | ANALOG DEVICES INC | ADI | 176,747 | $47.9M | 1.60% |
| 24 | BRIGHT HORIZONSFAMILY SOLUTION | 109194100 | 410,196 | $41.6M | 1.39% |
| 25 | LULULEMON ATHLETICA INC | LULU | 144,237 | $30.0M | 1.00% |
| 26 | LITTELFUSE INC | LFUS | 81,585 | $20.6M | 0.69% |
| 27 | JPMORGAN CHASE & CO | VYLD | 51,838 | $16.7M | 0.56% |
| 28 | MASTERCARD INCORPORATED | MA | 28,759 | $16.4M | 0.55% |
| 29 | FLOOR & DECOR HLDGS INC | FND | 235,876 | $14.4M | 0.48% |
| 30 | TWFG INC | TWFG | 331,511 | $9.5M | 0.32% |
| 31 | BUILDERS FIRSTSOURCE INC | BLDR | 89,984 | $9.3M | 0.31% |
| 32 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 11 | $8.3M | 0.28% |
| 33 | FERGUSON ENTERPRISES INC | FERG | 36,374 | $8.1M | 0.27% |
| 34 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 16,069 | $4.8M | 0.16% |
| 35 | APPLE INC | AAPL | 16,518 | $4.5M | 0.15% |
| 36 | CAPITAL ONE FC | 14040H105 | 8,274 | $2.0M | 0.07% |
| 37 | YUM CHINA HLDGS INC | YUMC | 36,036 | $1.7M | 0.06% |
| 38 | SPDR S&P 500 ETF | SPY | 2,474 | $1.7M | 0.06% |
| 39 | SPDR GOLD TR | GLD | 3,876 | $1.5M | 0.05% |
| 40 | M & T BK CORP | 55261F104 | 7,540 | $1.5M | 0.05% |
| 41 | ISHARES TR | 464288752 | 11,698 | $1.1M | 0.04% |
| 42 | BIRKENSTOCK HLDG PLC | BIRK | 27,392 | $1.1M | 0.04% |
| 43 | COPART INC | CPRT | 27,484 | $1.1M | 0.04% |
| 44 | MICROSOFT CORP | MSFT | 1,704 | $824,088 | 0.03% |
| 45 | OLD DOMINION FREIGHT LINE IN | ODFL | 5,255 | $823,984 | 0.03% |
| 46 | NOVO-NORDISK A S | NONOF | 12,400 | $630,912 | 0.02% |
| 47 | DREAM FINDERS HOMES | DFH | 32,202 | $550,654 | 0.02% |
| 48 | SITEONE LANDSCAPE SUPPLY INC | SITE | 3,753 | $467,474 | 0.02% |
| 49 | INTUITIVE SURGICAL INC | ISRG | 405 | $229,376 | 0.01% |
| 50 | COSTCO WHSL CORP NEW | 22160K105 | 240 | $206,962 | 0.01% |