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
Filing Details
13F-HR • 2025-03-31- 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
- CIK
- 0001641864
- Manager Name
- Giverny Capital Inc.
Data Enrichment
96% identified52 identified2 unidentified
Holdings
54 positions
Manager:
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Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
503.3K | YoY NEW(+503.3K) | All Managers (Combined) | $268.1M | YoY NEW(+$268.1M) | |
315.1K | QoQ +0.01% (-49)YoY NEW(+315.1K) | All Managers (Combined) | $181.6M | YoY NEW(+$181.6M) | |
Ametek Inc/(AMEcusip031100100) | 977.4K | YoY NEW(+977.4K) | All Managers (Combined) | $168.3M | YoY NEW(+$168.3M) |
Heico Corp(HEI-Acusip422806208) | 742.0K | QoQ +0.04% (+356)YoY NEW(+742.0K) | All Managers (Combined) | $156.5M | YoY NEW(+$156.5M) |
529.2K | YoY NEW(+529.2K) | All Managers (Combined) | $149.8M | YoY NEW(+$149.8M) | |
Fiserv Inc(FIcusip337738108) | 629.6K | QoQ -0.09% (-621)YoY NEW(+629.6K) | All Managers (Combined) | $139.0M | YoY NEW(+$139.0M) |
393.5K | YoY NEW(+393.5K) | All Managers (Combined) | $137.9M | YoY NEW(+$137.9M) | |
Carmax Inc(KMXcusip143130102) | 1.6M | YoY NEW(+1.6M) | All Managers (Combined) | $127.9M | YoY NEW(+$127.9M) |
Alphabet Inc.(GOOGcusip02079K107) | 755.1K | QoQ -0.03% (-233)YoY NEW(+755.1K) | All Managers (Combined) | $118.0M | YoY NEW(+$118.0M) |
13.5K | QoQ -0.50% (-68)YoY NEW(+13.5K) | All Managers (Combined) | $97.7M | YoY NEW(+$97.7M) | |
21.1K | QoQ -0.21% (-45)YoY NEW(+21.1K) | All Managers (Combined) | $97.4M | YoY NEW(+$97.4M) | |
508.1K | YoY NEW(+508.1K) | All Managers (Combined) | $87.1M | YoY NEW(+$87.1M) | |
170.0K | YoY NEW(+170.0K) | All Managers (Combined) | $82.7M | YoY NEW(+$82.7M) | |
43.4K | QoQ +0.16% (+71)YoY NEW(+43.4K) | All Managers (Combined) | $81.1M | YoY NEW(+$81.1M) | |
251.9K | YoY NEW(+251.9K) | All Managers (Combined) | $76.8M | YoY NEW(+$76.8M) | |
949.1K | YoY NEW(+949.1K) | All Managers (Combined) | $74.3M | YoY NEW(+$74.3M) | |
Starbucks Corp(SBUXcusip855244109) | 746.7K | YoY NEW(+746.7K) | All Managers (Combined) | $73.2M | YoY NEW(+$73.2M) |
M&T Bank Corp(MTBcusip55261F104) | 367.5K | QoQ -0.01% (-49)YoY NEW(+367.5K) | All Managers (Combined) | $65.7M | YoY NEW(+$65.7M) |
1.2M | YoY NEW(+1.2M) | All Managers (Combined) | $52.6M | YoY NEW(+$52.6M) | |
331.0K | QoQ -0.25% (-834)YoY NEW(+331.0K) | All Managers (Combined) | $49.6M | YoY NEW(+$49.6M) |