Giverny Capital Inc.

Investment Portfolio & 13F Holdings Analysis

About

Giverny Capital Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 54 holdings worth $2.7 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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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BERKSHIRE HATHAWAY INC

BRK-B|084670702

503332(-0.4%)

Value:

$268.1B(+17.0%)

Meta Platforms, Inc.

META|30303M102

315144(+0.0%)

Value:

$181.6B(-1.5%)

AMETEK INC/

AME|031100100

977434(+0.3%)

Value:

$168.3B(-4.2%)

HEICO CORP

HEI-A|422806208

742011(+0.0%)

Value:

$156.5B(+13.4%)

PROGRESSIVE CORP/OH/

PGR|743315103

529154(-3.0%)

Value:

$149.8B(+14.5%)

FISERV INC

FI|337738108

629633(-0.1%)

Value:

$139.0B(+7.4%)

VISA INC.

V|92826C839

393549(-0.5%)

Value:

$137.9B(+10.3%)

CARMAX INC

KMX|143130102

1641622(-2.5%)

Value:

$127.9B(-7.0%)

Alphabet Inc.

GOOG|02079K107

755109(-0.0%)

Value:

$118.0B(-18.0%)

NVR INC

NVR|62944T105

13490(-0.5%)

Value:

$97.7B(-11.9%)

Booking Holdings Inc.

BKNG|09857L108

21132(-0.2%)

Value:

$97.4B(-7.5%)

Installed Building Products, Inc.

IBP|45780R101

508073(+0.7%)

Value:

$87.1B(-1.5%)

Kinsale Capital Group, Inc.

KNSL|49714P108

169967(+87.3%)

Value:

$82.7B(+96.0%)

MARKEL GROUP INC.

MKL|570535104

43402(+0.2%)

Value:

$81.1B(+8.5%)

Medpace Holdings, Inc.

MEDP|58506Q109

251937(+7.5%)

Value:

$76.8B(-1.4%)

SCHWAB CHARLES CORP

SCHW|808513105

949066(+0.1%)

Value:

$74.3B(+5.9%)

STARBUCKS CORP

SBUX|855244109

746686(-0.3%)

Value:

$73.2B(+7.1%)

M&T BANK CORP

MTB|55261F104

367532(-0.0%)

Value:

$65.7B(-4.9%)

Bank OZK

OZK|06417N103

1209513(-0.2%)

Value:

$52.6B(-2.7%)

Keysight Technologies, Inc.

KEYS|49338L103

331011(-0.3%)

Value:

$49.6B(-7.0%)

Instrument	Shares		Other Manager	Value
Berkshire Hathaway Inc(BRK-Bcusip084670702)	503.3K	QoQ -0.43% (-2.2K) YoY NEW(+503.3K)	All Managers (Combined)	$268.1M	QoQ +16.97% (-$38.9M) YoY NEW(+$268.1M)
Meta Platforms, Inc.(METAcusip30303M102)	315.1K	QoQ +0.01% (-49) YoY NEW(+315.1K)	All Managers (Combined)	$181.6M	QoQ -1.54% (-$2.9M) YoY NEW(+$181.6M)
Ametek Inc/(AMEcusip031100100)	977.4K	QoQ +0.30% (-3.0K) YoY NEW(+977.4K)	All Managers (Combined)	$168.3M	QoQ -4.21% (-$7.4M) YoY NEW(+$168.3M)
Heico Corp(HEI-Acusip422806208)	742.0K	QoQ +0.04% (+356) YoY NEW(+742.0K)	All Managers (Combined)	$156.5M	QoQ +13.43% (+$18.5M) YoY NEW(+$156.5M)
Progressive Corp/Oh/(PGRcusip743315103)	529.2K	QoQ -3.05% (-16.7K) YoY NEW(+529.2K)	All Managers (Combined)	$149.8M	QoQ +14.49% (-$19.0M) YoY NEW(+$149.8M)
Fiserv Inc(FIcusip337738108)	629.6K	QoQ -0.09% (-621) YoY NEW(+629.6K)	All Managers (Combined)	$139.0M	QoQ +7.39% (-$9.6M) YoY NEW(+$139.0M)
Visa Inc.(Vcusip92826C839)	393.5K	QoQ -0.54% (-2.2K) YoY NEW(+393.5K)	All Managers (Combined)	$137.9M	QoQ +10.28% (-$12.9M) YoY NEW(+$137.9M)
Carmax Inc(KMXcusip143130102)	1.6M	QoQ -2.45% (-41.2K) YoY NEW(+1.6M)	All Managers (Combined)	$127.9M	QoQ -7.03% (-$9.7M) YoY NEW(+$127.9M)
Alphabet Inc.(GOOGcusip02079K107)	755.1K	QoQ -0.03% (-233) YoY NEW(+755.1K)	All Managers (Combined)	$118.0M	QoQ -17.98% (-$25.9M) YoY NEW(+$118.0M)
Nvr Inc(NVRcusip62944T105)	13.5K	QoQ -0.50% (-68) YoY NEW(+13.5K)	All Managers (Combined)	$97.7M	QoQ -11.87% (-$13.2M) YoY NEW(+$97.7M)
Booking Holdings Inc.(BKNGcusip09857L108)	21.1K	QoQ -0.21% (-45) YoY NEW(+21.1K)	All Managers (Combined)	$97.4M	QoQ -7.47% (-$7.9M) YoY NEW(+$97.4M)
Installed Building Products, Inc.(IBPcusip45780R101)	508.1K	QoQ +0.66% (-3.3K) YoY NEW(+508.1K)	All Managers (Combined)	$87.1M	QoQ -1.51% (-$1.3M) YoY NEW(+$87.1M)
Kinsale Capital Group, Inc.(KNSLcusip49714P108)	170.0K	QoQ +87.27% (+79.2K) YoY NEW(+170.0K)	All Managers (Combined)	$82.7M	QoQ +95.96% (+$40.5M) YoY NEW(+$82.7M)
Markel Group Inc.(MKLcusip570535104)	43.4K	QoQ +0.16% (+71) YoY NEW(+43.4K)	All Managers (Combined)	$81.1M	QoQ +8.48% (+$6.3M) YoY NEW(+$81.1M)
Medpace Holdings, Inc.(MEDPcusip58506Q109)	251.9K	QoQ +7.53% (-17.6K) YoY NEW(+251.9K)	All Managers (Combined)	$76.8M	QoQ -1.38% (-$1.1M) YoY NEW(+$76.8M)
Schwab Charles Corp(SCHWcusip808513105)	949.1K	QoQ +0.12% (+1.1K) YoY NEW(+949.1K)	All Managers (Combined)	$74.3M	QoQ +5.89% (+$4.1M) YoY NEW(+$74.3M)
Starbucks Corp(SBUXcusip855244109)	746.7K	QoQ -0.35% (-2.7K) YoY NEW(+746.7K)	All Managers (Combined)	$73.2M	QoQ +7.11% (-$4.9M) YoY NEW(+$73.2M)
M&T Bank Corp(MTBcusip55261F104)	367.5K	QoQ -0.01% (-49) YoY NEW(+367.5K)	All Managers (Combined)	$65.7M	QoQ -4.93% (-$3.4M) YoY NEW(+$65.7M)
Bank Ozk(OZKcusip06417N103)	1.2M	QoQ -0.24% (-2.9K) YoY NEW(+1.2M)	All Managers (Combined)	$52.6M	QoQ -2.66% (-$1.4M) YoY NEW(+$52.6M)
Keysight Technologies, Inc.(KEYScusip49338L103)	331.0K	QoQ -0.25% (-834) YoY NEW(+331.0K)	All Managers (Combined)	$49.6M	QoQ -6.99% (-$3.7M) YoY NEW(+$49.6M)