Giverny Capital Inc. Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$3.3T
Holdings
52
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (52 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 510,644 | $256.7B | 7.87% | |
| 2 | METAMETA PLATFORMS INC | 311,810 | $229.0B | 7.02% | |
| 3 | BLDRBUILDERS FIRSTSOURCE INC | 87,096 | $194.9B | 5.98% | |
| 4 | HEIHEICO CORP NEW | 749,501 | $190.4B | 5.84% | |
| 5 | AMEAMETEK INC | 996,676 | $187.4B | 5.75% | |
| 6 | GOOGALPHABET INC C | 638,213 | $155.4B | 4.77% | |
| 7 | SCHWSCHWAB CHARLES CORP | 1,575,776 | $150.4B | 4.61% | |
| 8 | VVISA INC | 405,520 | $138.4B | 4.24% | |
| 9 | MEDPMEDPACE HOLDINGS INC | 261,802 | $134.6B | 4.13% | |
| 10 | PGRPROGRESSIVE CORP | 533,889 | $131.8B | 4.04% | |
| 11 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 458,603 | $128.1B | 3.93% | |
| 12 | IBPINSTALLED BLDG PRODS INC | 514,736 | $127.0B | 3.89% | |
| 13 | BKNGBOOKING HOLDINGS INC. | 21,343 | $115.2B | 3.53% | |
| 14 | NVRNVR INC | 14,075 | $113.1B | 3.47% | |
| 15 | FIVEFIVE BELOW INC | 637,090 | $98.6B | 3.02% | |
| 16 | GOOGLALPHABET INC | 359,143 | $87.3B | 2.68% | |
| 17 | FISVFISERV INC | 651,257 | $84.0B | 2.57% | |
| 18 | MKLMARKEL CORP | 43,829 | $83.8B | 2.57% | |
| 19 | KNSLKINSALE CAPITAL GROUP IN | 190,462 | $81.0B | 2.48% | |
| 20 | KMXCARMAX INC | 1,670,114 | $74.9B | 2.30% | |
| 21 | RMERESMED INC | 235,418 | $64.4B | 1.98% | |
| 22 | OZKBANK OZK LITTLE ROCK ARK | 1,261,960 | $64.3B | 1.97% | |
| 23 | ANETARISTA NETWORKS INC | 412,399 | $60.1B | 1.84% | |
| 24 | KEYSKEYSIGHT TECHNOLOGIES INC | 333,927 | $58.4B | 1.79% | |
| 25 | ADIANALOG DEVICES INC | 176,468 | $43.4B | 1.33% | |
| 26 | BROBROWN & BROWN | 322,246 | $30.2B | 0.93% | |
| 27 | DISDISNEY WALT CO | 260,400 | $29.8B | 0.91% | |
| 28 | LULULULULEMON ATHLETICA INC | 144,001 | $25.6B | 0.79% | |
| 29 | LFUSLITTELFUSE INC | 81,257 | $21.0B | 0.65% | |
| 30 | FNDFLOOR & DECOR HLDGS INC | 236,148 | $17.4B | 0.53% | |
| 31 | JPMJPMORGAN CHASE & CO | 50,705 | $16.0B | 0.49% | |
| 32 | MAMASTERCARD INCORPORATED | 27,724 | $15.8B | 0.48% | |
| 33 | BRK-BBERKSHIRE HATHAWAY INC DEL | 11 | $8.5B | 0.26% | |
| 34 | TWFGTWFG INC | 300,317 | $8.2B | 0.25% | |
| 35 | FERGFERGUSON ENTERPRISES INC | 35,503 | $8.0B | 0.24% | |
| 36 | AFWALIGN TECHNOLOGY INC | 45,691 | $5.7B | 0.18% | |
| 37 | AAPLAPPLE INC | 16,875 | $4.3B | 0.13% | |
| 38 | CACCCREDIT ACCEP CORP MICH | 6,874 | $2.6B | 0.08% | |
| 39 | COFCAPITAL ONE FC | 8,275 | $1.8B | 0.05% | |
| 40 | SPYSPDR S&P 500 ETF | 2,474 | $1.6B | 0.05% | |
| 41 | YUMCYUM CHINA HLDGS INC | 36,036 | $1.5B | 0.05% | |
| 42 | MTBM & T BK CORP | 7,540 | $1.5B | 0.05% | |
| 43 | GQ9SPDR GOLD TR | 3,876 | $1.4B | 0.04% | |
| 44 | ITBISHARES TR | 11,561 | $1.2B | 0.04% | |
| 45 | BIRKBIRKENSTOCK HLDG PLC | 27,392 | $1.2B | 0.04% | |
| 46 | CPRTCOPART INC | 27,484 | $1.2B | 0.04% | |
| 47 | MSFTMICROSOFT CORP | 1,703 | $882.1M | 0.03% | |
| 48 | DFHDREAM FINDERS HOMES | 32,202 | $834.7M | 0.03% | |
| 49 | ODFLOLD DOMINION FREIGHT LINE IN | 5,255 | $739.8M | 0.02% | |
| 50 | NVONOVO-NORDISK A S | 12,400 | $688.1M | 0.02% | |
| 51 | SITESITEONE LANDSCAPE SUPPLY INC | 3,753 | $483.4M | 0.01% | |
| 52 | COSTCOSTCO WHSL CORP NEW | 240 | $221.8M | 0.01% |