Giverny Capital Inc. 13F Holdings

CIK 0001641864 · MONTREAL, A8

As of Sep 30, 2025, Giverny Capital Inc. reported 52 positions worth $9.3B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
BERKSHIRE HATHAWAY INCBRK/BFinancial Services1,531,932$770.2M8.24%
META PLATFORMS INCMETACommunication Services935,430$687.0M7.35%
HEICO CORPHEI.AIndustrials2,248,503$571.3M6.11%
AMETEK INCAMEIndustrials2,990,028$562.1M6.01%
ALPHABET INCGOOGEquity1,914,639$466.3M4.99%
SCHWAB CHARLES CORPSCHWEquity4,727,328$451.3M4.83%
VISA INC-CLASS A SHARESVFinancial Services1,216,560$415.3M4.44%
MEDPACE HOLDINGS INCMEDPHealthcare785,406$403.8M4.32%
BUILDERS FIRSTSOURCE INCBLDRBasic Materials261,288$400.4M4.28%
PROGRESSIVE CORPPGRFinancial Services1,601,667$395.5M4.23%
INSTALLED BUILDING PRODUCTS INCIBPConsumer Cyclical1,544,208$380.9M4.07%
BOOKING HOLDINGS INCBKNGIndustrials64,029$345.7M3.70%
NVR INCNVRConsumer Cyclical42,225$339.3M3.63%
FIVE BELOW INCFIVEConsumer Cyclical1,911,270$295.7M3.16%
ALPHABET INCGOOGLEquity1,077,429$261.9M2.80%
FISERV INCFISVTechnology1,953,771$251.9M2.69%
MARKEL GROUP INCMKLFinancial Services131,487$251.3M2.69%
KINSALE CAPITAL GROUP INCKNSLFinancial Services571,386$243.0M2.60%
CARMAX INCKMXConsumer Cyclical5,010,342$224.8M2.40%
RESMED INCRMDHealthcare706,254 93.3M2.07%
BANK OF THE OZARKS INCOZKFinancial Services3,785,880 93.0M2.06%
ARISTA NETWORKS INCANETTechnology1,237,197 80.3M1.93%
KEYSIGHT TECHNOLOGIES INCKEYSTechnology1,001,781 75.2M1.87%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology474,929 32.6M1.42%
ANALOG DEVICES INCADITechnology529,404 30.1M1.39%