13F-HR filed by Giverny Capital Inc.
Giverny Capital Inc. filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-13, with 55 holding rows worth $2,915,802,815.
- Accession
- 0001641864-25-000007
- Filer
- CIK 1641864
- Filed
- 2025-08-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 55 entries on the cover page, a total value of $2,915,802,815 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,915,802,815 with VALUE read as dollars as filed, 13F file number 028-16878. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc | 084670702 | COM | 511,784 | $248,609,314 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 318,902 | $235,378,377 | dollars as filed | |
| HEICO CORP NEW | 422806208 | CL A | 749,492 | $193,931,055 | dollars as filed | |
| AMETEK INC COM | 031100100 | Stock | 996,344 | $180,298,410 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 1,567,495 | $143,018,244 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 401,297 | $142,480,500 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 520,367 | $138,865,138 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 21,290 | $123,252,920 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 653,717 | $115,962,859 | dollars as filed | |
| FISERV INC | 337738108 | COM | 648,574 | $111,820,643 | dollars as filed | |
| CARMAX INC COM | 143130102 | Stock | 1,655,930 | $111,295,055 | dollars as filed | |
| NVR INC COM | 62944T105 | Stock | 14,038 | $103,679,895 | dollars as filed | |
| INSTALLED BLDG PRODS INC | 45780R101 | COM | 514,459 | $92,767,247 | dollars as filed | |
| MARKELGROUPINC | 570535104 | STOK | 43,696 | $87,276,643 | dollars as filed | |
| KINSALECAPGROUPINC | 49714P108 | STOK | 179,153 | $86,692,137 | dollars as filed | |
| MEDPACE HLDGS INC COM | 58506Q109 | Stock | 261,755 | $82,154,424 | dollars as filed | |
| FIVE BELOW INC COM | 33829M101 | Stock | 625,871 | $82,101,758 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 750,248 | $68,745,224 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 379,617 | $66,899,904 | dollars as filed | |
| BANK OZK LITTLE ROCK ARK COM | 06417N103 | Stock | 1,258,996 | $59,248,352 | dollars as filed | |
| KEYSIGHT TECHNOLOGIES INC COM | 49338L103 | Stock | 333,585 | $54,661,238 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 482,561 | $49,370,816 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 1,004,119 | $47,514,911 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 176,111 | $41,917,940 | dollars as filed | |
| BROWN & BROWN INC COM | 115236101 | Stock | 321,637 | $35,659,894 | dollars as filed | |
| LULULEMON ATHLETICA INC | 550021109 | COM | 143,977 | $34,206,056 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 260,475 | $32,301,505 | dollars as filed | |
| LITTELFUSE INC COM | 537008104 | Stock | 81,112 | $18,390,524 | dollars as filed | |
| FLOOR & DECOR HLDGS INC CL A | 339750101 | Stock | 235,831 | $17,913,723 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 27,841 | $15,644,972 | dollars as filed | |
| CREDIT ACCEP CORP MICH | 225310101 | COM | 30,501 | $15,538,124 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 50,950 | $14,770,915 | dollars as filed | |
| BUILDERS FIRSTSOURCE INC COM | 12008R107 | Stock | 87,317 | $10,189,021 | dollars as filed | |
| ALIGN TECHNOLOGY INC COM | 016255101 | Stock | 46,358 | $8,776,960 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 11 | $8,016,800 | dollars as filed | |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW | 31488V107 | Stock | 35,679 | $7,769,102 | dollars as filed | |
| TWFG INC | 87318A101 | COM CL A | 177,848 | $6,224,680 | dollars as filed | |
| Apple Inc | 037833100 | COM | 16,976 | $3,482,966 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 11,550 | $2,615,960 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 9,274 | $1,973,136 | dollars as filed | |
| YUM CHINA HLDGS INC | 98850P109 | COM | 36,036 | $1,611,170 | dollars as filed | |
| SPY | 78462F103 | SHS | 2,474 | $1,528,561 | dollars as filed | |
| M & T BK CORP COM | 55261F104 | Stock | 7,540 | $1,462,685 | dollars as filed | |
| COPART INC COM | 217204106 | Stock | 27,484 | $1,348,640 | dollars as filed | |
| BIRKENSTOCK HOLDING PLC | M2029K104 | COM SHS | 27,392 | $1,347,139 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 3,876 | $1,181,521 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 2,303 | $1,145,535 | dollars as filed | |
| ISHARES TR | 464288752 | US HOME CONS ETF | 11,518 | $1,073,132 | dollars as filed | |
| NOVO-NORDISK A S ADR | 670100205 | ADR | 12,400 | $855,848 | dollars as filed | |
| OLD DOMINION FREIGHT LINE INC COM | 679580100 | Stock | 5,255 | $852,887 | dollars as filed | |
| DREAM FINDERS HOMES INC COM CL A | 26154D100 | Stock | 32,202 | $809,236 | dollars as filed | |
| SITEONE LANDSCAPE SUPPLY INC | 82982L103 | COM | 3,753 | $453,888 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 1,174 | $257,564 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 240 | $237,586 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 405 | $220,081 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001641864-25-000007 | this filing | 2025-08-13 | acceptance time not in the bulk data set |