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Giverny Capital Inc.

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13F filer, CIK 1641864, MONTREAL, Quebec, Canada

Giverny Capital Inc. reported $2,712,666,291 across 54 holdings for the quarter ended 2025-03-31, in a 13F-HR/A filed 2025-08-12. Its ten largest share positions make up 56.35% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0001641864-25-000006

Period
2025-03-31
Reported value
$2.71B
Holdings
54
Top 10 weight
56.35%
New
2
Sold out
10

Largest buys vs the previous quarter

SecurityShares changeApprox. value
KNSLadded+79,208$38.6M
BLDRnew+82,445$10.3M
MEDPadded+17,650$5.38M
ARISTA NETWORKS INCadded+56,100$4.35M
BRK-Aadded+3$2.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
FBINexited-463,140-$31.6M
FIVEreduced-110,520-$8.28M
PGRreduced-16,702-$4.73M
KMXreduced-41,247-$3.21M
ICEexited-16,799-$2.5M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR/A 0001641864-25-000006, largest first. % of portfolio is the value over $2,712,666,291, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489,311 shares; 2024Q4: 505,550 shares; 2025Q1: 503,332 shares 503,332$268M9.88%-2,218Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,942 shares; 2024Q4: 315,095 shares; 2025Q1: 315,144 shares 315,144$182M6.7%+49Timeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 959,222 shares; 2024Q4: 974,459 shares; 2025Q1: 977,434 shares 977,434$168M6.2%+2,975Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 732,993 shares; 2024Q4: 741,655 shares; 2025Q1: 742,011 shares 742,011$157M5.77%+356Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536,693 shares; 2024Q4: 545,856 shares; 2025Q1: 529,154 shares 529,154$150M5.52%-16,702Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501,278 shares; 2024Q4: 630,254 shares; 2025Q1: 629,633 shares 629,633$139M5.13%-621Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391,760 shares; 2024Q4: 395,717 shares; 2025Q1: 393,549 shares 393,549$138M5.08%-2,168Timeline
KMXCARMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,637,125 shares; 2024Q4: 1,682,869 shares; 2025Q1: 1,641,622 shares 1,641,622$128M4.72%-41,247Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646,180 shares; 2024Q4: 655,037 shares; 2025Q1: 651,446 shares 651,446$102M3.75%-3,591Timeline
NVRNVR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,307 shares; 2024Q4: 13,558 shares; 2025Q1: 13,490 shares 13,490$97.7M3.6%-68Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,515 shares; 2024Q4: 21,177 shares; 2025Q1: 21,132 shares 21,132$97.4M3.59%-45Timeline
IBPINSTALLED BLDG PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487,115 shares; 2024Q4: 504,735 shares; 2025Q1: 508,073 shares 508,073$87.1M3.21%+3,338Timeline
KNSLKINSALE CAP GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,315 shares; 2024Q4: 90,759 shares; 2025Q1: 169,967 shares 169,967$82.7M3.05%+79,208Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,684 shares; 2024Q4: 43,331 shares; 2025Q1: 43,402 shares 43,402$81.1M2.99%+71Timeline
MEDPMEDPACE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,072 shares; 2024Q4: 234,287 shares; 2025Q1: 251,937 shares 251,937$76.8M2.83%+17,650Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 935,772 shares; 2024Q4: 947,927 shares; 2025Q1: 949,066 shares 949,066$74.3M2.74%+1,139Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 718,004 shares; 2024Q4: 749,372 shares; 2025Q1: 746,686 shares 746,686$73.2M2.7%-2,686Timeline
MTBM & T BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360,591 shares; 2024Q4: 367,581 shares; 2025Q1: 367,532 shares 367,532$65.7M2.42%-49Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,704 shares; 2024Q4: 356,828 shares; 2025Q1: 359,603 shares 359,603$55.6M2.05%+2,775Timeline
OZKBANK OZK LITTLE ROCK ARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,197,374 shares; 2024Q4: 1,212,438 shares; 2025Q1: 1,209,513 shares 1,209,513$52.6M1.94%-2,925Timeline
KEYSKEYSIGHT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481,070 shares; 2024Q4: 331,845 shares; 2025Q1: 331,011 shares 331,011$49.6M1.83%-834Timeline
FIVEFIVE BELOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 725,249 shares; 2024Q4: 732,110 shares; 2025Q1: 621,590 shares 621,590$46.6M1.72%-110,520Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 990,048 shares; 2024Q4: 1,000,978 shares; 2025Q1: 998,001 shares 998,001$41.6M1.54%-2,977Timeline
LULULULULEMON ATHLETICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,477 shares; 2024Q4: 143,368 shares; 2025Q1: 143,169 shares 143,169$40.5M1.49%-199Timeline
BROBROWN & BROWN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 294,809 shares; 2025Q1: 294,603 shares 294,603$36.6M1.35%-206Timeline
ARISTA NETWORKS INCARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,670 shares; 2024Q4: 410,428 shares; 2025Q1: 466,528 shares 466,528$36.1M1.33%+56,100
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,111 shares; 2024Q4: 171,775 shares; 2025Q1: 171,340 shares 171,340$34.6M1.27%-435Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,548 shares; 2024Q4: 248,218 shares; 2025Q1: 247,503 shares 247,503$24.4M0.9%-715Timeline
FNDFLOOR & DECOR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,681 shares; 2024Q4: 233,921 shares; 2025Q1: 233,878 shares 233,878$18.8M0.69%-43Timeline
LFUSLITTELFUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,015 shares; 2024Q4: 80,615 shares; 2025Q1: 80,504 shares 80,504$15.8M0.58%-111Timeline
CACCCREDIT ACCEP CORP MICHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,258 shares; 2024Q4: 29,558 shares; 2025Q1: 29,851 shares 29,851$15.4M0.57%+293Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,546 shares; 2024Q4: 26,275 shares; 2025Q1: 27,043 shares 27,043$14.8M0.55%+768Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,324 shares; 2024Q4: 43,862 shares; 2025Q1: 44,483 shares 44,483$10.9M0.4%+621Timeline
BLDRBUILDERS FIRSTSOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 82,445 shares 82,445$10.3M0.38%newTimeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 8 shares; 2025Q1: 11 shares 11$8.78M0.32%+3Timeline
ALGNALIGN TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,993 shares; 2024Q4: 43,006 shares; 2025Q1: 45,135 shares 45,135$7.17M0.26%+2,129Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,708 shares; 2025Q1: 34,386 shares 34,386$5.51M0.2%+678Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,774 shares; 2024Q4: 14,774 shares; 2025Q1: 12,274 shares 12,274$2.2M0.08%-2,500Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,852 shares; 2024Q4: 16,976 shares; 2025Q1: 9,367 shares 9,367$2.08M0.08%-7,609Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,550 shares; 2024Q4: 14,638 shares; 2025Q1: 11,550 shares 11,550$1.92M0.07%-3,088Timeline
YUMCYUM CHINA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,036 shares; 2024Q4: 36,036 shares; 2025Q1: 36,036 shares 36,036$1.88M0.07%0Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,484 shares; 2024Q4: 27,484 shares; 2025Q1: 27,484 shares 27,484$1.56M0.06%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,752 shares; 2024Q4: 4,752 shares; 2025Q1: 2,567 shares 2,567$1.44M0.05%-2,185Timeline
PMMFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,876 shares 12,876$1.29M0.05%newTimeline
BIRKBIRKENSTOCK HOLDING PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,392 shares; 2025Q1: 27,392 shares 27,392$1.26M0.05%0Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,206 shares; 2024Q4: 4,206 shares; 2025Q1: 3,898 shares 3,898$1.12M0.04%-308Timeline
ITBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,299 shares; 2024Q4: 10,432 shares; 2025Q1: 10,961 shares 10,961$1.04M0.04%+529Timeline
ODFLOLD DOMINION FREIGHT LINE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,255 shares; 2024Q4: 5,255 shares; 2025Q1: 5,255 shares 5,255$869K0.03%0Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,400 shares; 2024Q4: 12,400 shares; 2025Q1: 12,400 shares 12,400$861K0.03%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,354 shares; 2025Q1: 1,987 shares 1,987$746K0.03%-367Timeline
DFHDREAM FINDERS HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,202 shares; 2024Q4: 32,202 shares; 2025Q1: 32,202 shares 32,202$726K0.03%0Timeline
SITESITEONE LANDSCAPE SUPPLY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,753 shares; 2024Q4: 3,753 shares; 2025Q1: 3,753 shares 3,753$456K0.02%0Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares 240$227K0.01%0Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 405 shares; 2025Q1: 405 shares 405$201K0.01%0Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
FBINFORTUNE BRANDS INNOVATIONS I463,140$31.6Mshares
ICEINTERCONTINENTAL EXCHANGE IN16,799$2.5Mshares
UNHUNITEDHEALTH GROUP INC2,364$1.2Mshares
LBRDKLIBERTY BROADBAND CORP15,000$1.12Mshares
SLVISHARES SILVER TR23,000$606Kshares
JJACOBS SOLUTIONS INC4,394$587Kshares
GBTCGRAYSCALE BITCOIN TRUST ETF7,442$551Kshares
CAPEDOUBLELINE ETF TRUST10,645$319Kshares
VOOVANGUARD INDEX FDS584$315Kshares
EWEDWARDS LIFESCIENCES CORP257$19Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001641864-25-000003 superseded2025-05-13acceptance time not in the bulk data set
13F-HR/A 0001641864-25-000006 baserestatement2025-08-12acceptance time not in the bulk data set