Giverny Capital Inc.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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
CIK: 0001641864
Manager Name: Giverny Capital Inc.

Data Enrichment

96% identified

52 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

54 positions • $2,712,831.115K total value

54 positions

Manager:

SEC FilingSEC DataHachi Filing

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Yum China Holdings, Inc.

Shares:

36036(+0.0%)

Value:

$1.9B(+8.1%)

COPART INC

Shares:

27484(+0.0%)

Value:

$1.6B(-1.4%)

SPDR S&P 500 ETF TRUST

Shares:

2567(-46.0%)

Value:

$1.4B(-48.4%)

09290C756

Shares:

12876

Value:

$1.3B

Birkenstock Holding plc

Shares:

27392(+0.0%)

Value:

$1.3B(-19.1%)

SPDR GOLD TRUST

Shares:

3898(-7.3%)

Value:

$1.1B(+10.3%)

464288752

Shares:

10961(+5.1%)

Value:

$1.0B(-3.2%)

OLD DOMINION FREIGHT LINE, INC.

Shares:

5255(+0.0%)

Value:

$869.4M(-6.2%)

NOVO NORDISK A S

Shares:

12400(+0.0%)

Value:

$861.1M(-19.3%)

MICROSOFT CORP

Shares:

1987(-15.6%)

Value:

$745.9M(-24.8%)

Dream Finders Homes, Inc.

Shares:

32202(+0.0%)

Value:

$726.5M(-3.0%)

SiteOne Landscape Supply, Inc.

Shares:

3753(+0.0%)

Value:

$455.8M(-7.8%)

COSTCO WHOLESALE CORP /NEW

Shares:

240(+0.0%)

Value:

$227.0M(+3.2%)

INTUITIVE SURGICAL INC

Shares:

405(+0.0%)

Value:

$200.6M(-5.1%)

Instrument	Shares		Other Manager	Value
Yum China Holdings, Inc.(YUMCcusip98850P109)	36.0K	QoQ 0.00% (+0) YoY NEW(+36.0K)	All Managers (Combined)	$1.9M	QoQ +8.07% (+$140.2K) YoY NEW(+$1.9M)
Copart Inc(CPRTcusip217204106)	27.5K	QoQ 0.00% (-0) YoY NEW(+27.5K)	All Managers (Combined)	$1.6M	QoQ -1.39% (-$22.0K) YoY NEW(+$1.6M)
Spdr S&P 500 Etf Trust(SPYcusip78462F103)	2.6K	QoQ -45.98% (-2.2K) YoY -45.98% (-2.2K)	All Managers (Combined)	$1.4M	QoQ -48.44% (-$1.3M) YoY -42.22% (-$1.0M)
(cusip09290C756)✕	12.9K	QoQ NEW(+12.9K) YoY NEW(+12.9K)	All Managers (Combined)	$1.3M	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
Birkenstock Holding Plc(BIRKcusipM2029K104)	27.4K	QoQ 0.00% (-0) YoY NEW(+27.4K)	All Managers (Combined)	$1.3M	QoQ -19.07% (-$296.1K) YoY NEW(+$1.3M)
Spdr Gold Trust(GLDcusip78463V107)	3.9K	QoQ -7.32% (-308) YoY NEW(+3.9K)	All Managers (Combined)	$1.1M	QoQ +10.28% (-$104.8K) YoY NEW(+$1.1M)
(cusip464288752)✕	11.0K	QoQ +5.07% (-529) YoY NEW(+11.0K)	All Managers (Combined)	$1.0M	QoQ -3.24% (-$35.0K) YoY NEW(+$1.0M)
Old Dominion Freight Line, Inc.(ODFLcusip679580100)	5.3K	QoQ 0.00% (-0) YoY NEW(+5.3K)	All Managers (Combined)	$869.4K	QoQ -6.20% (-$57.5K) YoY NEW(+$869.4K)
Novo Nordisk A S(NVOcusip670100205)	12.4K	QoQ 0.00% (-0) YoY NEW(+12.4K)	All Managers (Combined)	$861.1K	QoQ -19.27% (-$205.6K) YoY NEW(+$861.1K)
Microsoft Corp(MSFTcusip594918104)	2.0K	QoQ -15.59% (-367) YoY NEW(+2.0K)	All Managers (Combined)	$745.9K	QoQ -24.82% (-$246.3K) YoY NEW(+$745.9K)
Dream Finders Homes, Inc.(DFHcusip26154D100)	32.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$726.5K	QoQ -3.05% (-$22.9K) YoY -48.41% (-$681.7K)
Siteone Landscape Supply, Inc.(SITEcusip82982L103)	3.8K	QoQ 0.00% (-0) YoY NEW(+3.8K)	All Managers (Combined)	$455.8K	QoQ -7.83% (-$38.8K) YoY NEW(+$455.8K)
Costco Wholesale Corp /New(COSTcusip22160K105)	240	QoQ 0.00% (+0) YoY NEW(+240)	All Managers (Combined)	$227.0K	QoQ +3.22% (+$7.1K) YoY NEW(+$227.0K)
Intuitive Surgical Inc(ISRGcusip46120E602)	405	QoQ 0.00% (-0) YoY NEW(+405)	All Managers (Combined)	$200.6K	QoQ -5.11% (-$10.8K) YoY NEW(+$200.6K)