Giverny Capital Inc.

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-13
Total Holdings
54
Total Value
2712831115
Accession Number
0001641864-25-000003
Form Type
13F-HR
Manager Name
Giverny Capital Inc.
Data Enrichment
96% identified
52 identified2 unidentified

Holdings

54 positions
Manager:
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FIVE BELOW, INC
Shares:
621590(-15.1%)
Value:
$46.6B(-39.4%)
BANK OF AMERICA CORP /DE/
Shares:
998001(-0.3%)
Value:
$41.6B(-5.3%)
lululemon athletica inc.
Shares:
143169(-0.1%)
Value:
$40.5B(-26.1%)
Alphabet Inc.
Shares:
255940(-0.2%)
Value:
$39.6B(-18.5%)
BROWN & BROWN, INC.
Shares:
294603(-0.1%)
Value:
$36.6B(+21.9%)
Arista Networks, Inc.
Shares:
466528(+13.7%)
Value:
$36.1B(-20.3%)
ANALOG DEVICES INC
Shares:
171340(-0.3%)
Value:
$34.6B(-5.3%)
Walt Disney Co
Shares:
247503(-0.3%)
Value:
$24.4B(-11.6%)
Floor & Decor Holdings, Inc.
Shares:
233878(-0.0%)
Value:
$18.8B(-19.3%)
LITTELFUSE INC /DE
Shares:
80504(-0.1%)
Value:
$15.8B(-16.6%)
CREDIT ACCEPTANCE CORP
Shares:
29851(+1.0%)
Value:
$15.4B(+11.1%)
Mastercard Inc
Shares:
27043(+2.9%)
Value:
$14.8B(+7.1%)
JPMORGAN CHASE & CO
Shares:
44483(+1.4%)
Value:
$10.9B(+3.8%)
Builders FirstSource, Inc.
Shares:
82445
Value:
$10.3B
BERKSHIRE HATHAWAY INC
Shares:
11(+37.5%)
Value:
$8.8B(+61.2%)
ALIGN TECHNOLOGY INC
Shares:
45135(+5.0%)
Value:
$7.2B(-20.0%)
Ferguson Enterprises Inc. /DE/
Shares:
34386(+2.0%)
Value:
$5.5B(-5.8%)
CAPITAL ONE FINANCIAL CORP
Shares:
12274(-16.9%)
Value:
$2.2B(-16.5%)
Apple Inc.
Shares:
9367(-44.8%)
Value:
$2.1B(-51.0%)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
Shares:
11550(-21.1%)
Value:
$1.9B(-33.7%)