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Giverny Capital Inc.

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

Giverny Capital Inc. reported $2,915,802,815 across 55 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-13. Its ten largest share positions make up 56.03% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001641864-25-000007

Period
2025-06-30
Reported value
$2.92B
Holdings
55
Top 10 weight
56.03%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SCHWadded+618,429$56.4M
ANETnew+482,561$49.4M
TWFGnew+177,848$6.22M
KNSLadded+9,186$4.45M
BRK-Badded+8,452$4.11M

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
MTBreduced-359,992-$69.8M
ARISTA NETWORKS INCexited-466,528-$36.1M
PGRreduced-8,787-$2.34M
PMMFexited-12,876-$1.29M
COFreduced-3,000-$638K

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, Q2 2025

Share positions as resolved from 13F-HR 0001641864-25-000007, largest first. % of portfolio is the value over $2,915,802,815, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489,311 shares; 2024Q4: 505,550 shares; 2025Q1: 503,332 shares; 2025Q2: 511,784 shares 511,784$249M8.53%+8,452Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,942 shares; 2024Q4: 315,095 shares; 2025Q1: 315,144 shares; 2025Q2: 318,902 shares 318,902$235M8.07%+3,758Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 732,993 shares; 2024Q4: 741,655 shares; 2025Q1: 742,011 shares; 2025Q2: 749,492 shares 749,492$194M6.65%+7,481Timeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 959,222 shares; 2024Q4: 974,459 shares; 2025Q1: 977,434 shares; 2025Q2: 996,344 shares 996,344$180M6.18%+18,910Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 935,772 shares; 2024Q4: 947,927 shares; 2025Q1: 949,066 shares; 2025Q2: 1,567,495 shares 1,567,495$143M4.9%+618,429Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391,760 shares; 2024Q4: 395,717 shares; 2025Q1: 393,549 shares; 2025Q2: 401,297 shares 401,297$142M4.89%+7,748Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536,693 shares; 2024Q4: 545,856 shares; 2025Q1: 529,154 shares; 2025Q2: 520,367 shares 520,367$139M4.76%-8,787Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,515 shares; 2024Q4: 21,177 shares; 2025Q1: 21,132 shares; 2025Q2: 21,290 shares 21,290$123M4.23%+158Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646,180 shares; 2024Q4: 655,037 shares; 2025Q1: 651,446 shares; 2025Q2: 653,717 shares 653,717$116M3.98%+2,271Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501,278 shares; 2024Q4: 630,254 shares; 2025Q1: 629,633 shares; 2025Q2: 648,574 shares 648,574$112M3.83%+18,941Timeline
KMXCARMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,637,125 shares; 2024Q4: 1,682,869 shares; 2025Q1: 1,641,622 shares; 2025Q2: 1,655,930 shares 1,655,930$111M3.82%+14,308Timeline
NVRNVR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,307 shares; 2024Q4: 13,558 shares; 2025Q1: 13,490 shares; 2025Q2: 14,038 shares 14,038$104M3.56%+548Timeline
IBPINSTALLED BLDG PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487,115 shares; 2024Q4: 504,735 shares; 2025Q1: 508,073 shares; 2025Q2: 514,459 shares 514,459$92.8M3.18%+6,386Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,684 shares; 2024Q4: 43,331 shares; 2025Q1: 43,402 shares; 2025Q2: 43,696 shares 43,696$87.3M2.99%+294Timeline
KNSLKINSALE CAP GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,315 shares; 2024Q4: 90,759 shares; 2025Q1: 169,967 shares; 2025Q2: 179,153 shares 179,153$86.7M2.97%+9,186Timeline
MEDPMEDPACE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,072 shares; 2024Q4: 234,287 shares; 2025Q1: 251,937 shares; 2025Q2: 261,755 shares 261,755$82.2M2.82%+9,818Timeline
FIVEFIVE BELOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 725,249 shares; 2024Q4: 732,110 shares; 2025Q1: 621,590 shares; 2025Q2: 625,871 shares 625,871$82.1M2.82%+4,281Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 718,004 shares; 2024Q4: 749,372 shares; 2025Q1: 746,686 shares; 2025Q2: 750,248 shares 750,248$68.7M2.36%+3,562Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,704 shares; 2024Q4: 356,828 shares; 2025Q1: 359,603 shares; 2025Q2: 379,617 shares 379,617$66.9M2.29%+20,014Timeline
OZKBANK OZK LITTLE ROCK ARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,197,374 shares; 2024Q4: 1,212,438 shares; 2025Q1: 1,209,513 shares; 2025Q2: 1,258,996 shares 1,258,996$59.2M2.03%+49,483Timeline
KEYSKEYSIGHT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481,070 shares; 2024Q4: 331,845 shares; 2025Q1: 331,011 shares; 2025Q2: 333,585 shares 333,585$54.7M1.87%+2,574Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 482,561 shares 482,561$49.4M1.69%newTimeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 990,048 shares; 2024Q4: 1,000,978 shares; 2025Q1: 998,001 shares; 2025Q2: 1,004,119 shares 1,004,119$47.5M1.63%+6,118Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,111 shares; 2024Q4: 171,775 shares; 2025Q1: 171,340 shares; 2025Q2: 176,111 shares 176,111$41.9M1.44%+4,771Timeline
BROBROWN & BROWN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 294,809 shares; 2025Q1: 294,603 shares; 2025Q2: 321,637 shares 321,637$35.7M1.22%+27,034Timeline
LULULULULEMON ATHLETICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,477 shares; 2024Q4: 143,368 shares; 2025Q1: 143,169 shares; 2025Q2: 143,977 shares 143,977$34.2M1.17%+808Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,548 shares; 2024Q4: 248,218 shares; 2025Q1: 247,503 shares; 2025Q2: 260,475 shares 260,475$32.3M1.11%+12,972Timeline
LFUSLITTELFUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,015 shares; 2024Q4: 80,615 shares; 2025Q1: 80,504 shares; 2025Q2: 81,112 shares 81,112$18.4M0.63%+608Timeline
FNDFLOOR & DECOR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,681 shares; 2024Q4: 233,921 shares; 2025Q1: 233,878 shares; 2025Q2: 235,831 shares 235,831$17.9M0.61%+1,953Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,546 shares; 2024Q4: 26,275 shares; 2025Q1: 27,043 shares; 2025Q2: 27,841 shares 27,841$15.6M0.54%+798Timeline
CACCCREDIT ACCEP CORP MICHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,258 shares; 2024Q4: 29,558 shares; 2025Q1: 29,851 shares; 2025Q2: 30,501 shares 30,501$15.5M0.53%+650Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,324 shares; 2024Q4: 43,862 shares; 2025Q1: 44,483 shares; 2025Q2: 50,950 shares 50,950$14.8M0.51%+6,467Timeline
BLDRBUILDERS FIRSTSOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 82,445 shares; 2025Q2: 87,317 shares 87,317$10.2M0.35%+4,872Timeline
ALGNALIGN TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,993 shares; 2024Q4: 43,006 shares; 2025Q1: 45,135 shares; 2025Q2: 46,358 shares 46,358$8.78M0.3%+1,223Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 8 shares; 2025Q1: 11 shares; 2025Q2: 11 shares 11$8.02M0.27%0Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,708 shares; 2025Q1: 34,386 shares; 2025Q2: 35,679 shares 35,679$7.77M0.27%+1,293Timeline
TWFGTWFG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 177,848 shares 177,848$6.22M0.21%newTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,852 shares; 2024Q4: 16,976 shares; 2025Q1: 9,367 shares; 2025Q2: 16,976 shares 16,976$3.48M0.12%+7,609Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,550 shares; 2024Q4: 14,638 shares; 2025Q1: 11,550 shares; 2025Q2: 11,550 shares 11,550$2.62M0.09%0Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,774 shares; 2024Q4: 14,774 shares; 2025Q1: 12,274 shares; 2025Q2: 9,274 shares 9,274$1.97M0.07%-3,000Timeline
YUMCYUM CHINA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,036 shares; 2024Q4: 36,036 shares; 2025Q1: 36,036 shares; 2025Q2: 36,036 shares 36,036$1.61M0.06%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,752 shares; 2024Q4: 4,752 shares; 2025Q1: 2,567 shares; 2025Q2: 2,474 shares 2,474$1.53M0.05%-93Timeline
MTBM & T BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360,591 shares; 2024Q4: 367,581 shares; 2025Q1: 367,532 shares; 2025Q2: 7,540 shares 7,540$1.46M0.05%-359,992Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,484 shares; 2024Q4: 27,484 shares; 2025Q1: 27,484 shares; 2025Q2: 27,484 shares 27,484$1.35M0.05%0Timeline
BIRKBIRKENSTOCK HOLDING PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,392 shares; 2025Q1: 27,392 shares; 2025Q2: 27,392 shares 27,392$1.35M0.05%0Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,206 shares; 2024Q4: 4,206 shares; 2025Q1: 3,898 shares; 2025Q2: 3,876 shares 3,876$1.18M0.04%-22Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,354 shares; 2025Q1: 1,987 shares; 2025Q2: 2,303 shares 2,303$1.15M0.04%+316Timeline
ITBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,299 shares; 2024Q4: 10,432 shares; 2025Q1: 10,961 shares; 2025Q2: 11,518 shares 11,518$1.07M0.04%+557Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,400 shares; 2024Q4: 12,400 shares; 2025Q1: 12,400 shares; 2025Q2: 12,400 shares 12,400$856K0.03%0Timeline
ODFLOLD DOMINION FREIGHT LINE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,255 shares; 2024Q4: 5,255 shares; 2025Q1: 5,255 shares; 2025Q2: 5,255 shares 5,255$853K0.03%0Timeline
DFHDREAM FINDERS HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,202 shares; 2024Q4: 32,202 shares; 2025Q1: 32,202 shares; 2025Q2: 32,202 shares 32,202$809K0.03%0Timeline
SITESITEONE LANDSCAPE SUPPLY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,753 shares; 2024Q4: 3,753 shares; 2025Q1: 3,753 shares; 2025Q2: 3,753 shares 3,753$454K0.02%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,174 shares 1,174$258K0.01%newTimeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares 240$238K0.01%0Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 405 shares; 2025Q1: 405 shares; 2025Q2: 405 shares 405$220K0.01%0Timeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
ARISTA NETWORKS INCARISTA NETWORKS INC466,528$36.1Mshares
PMMFBLACKROCK ETF TRUST12,876$1.29Mshares

How Q2 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 0001641864-25-000007 base2025-08-13acceptance time not in the bulk data set