Giverny Capital Inc. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Giverny Capital Inc. held in its portfolio 50 assets valued at $2,997,769,933 (i.e. $3.00B).

The most valuable assets in the portfolio included: BERKSHIRE HATHAWAY INC DEL ($254.33M), META PLATFORMS INC ($206.91M), and AMETEK INC ($201.09M).

The chart below shows the top 10 valuable assets, and the table below shows the top 50 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Giverny Capital Inc. Portfolio
BERKSHIRE HATHAWAY INC DEL
META PLATFORMS INC
AMETEK INC
ALPHABET INC C
HEICO CORP NEW
SCHWAB CHARLES CORP
MEDPACE HOLDINGS INC
VISA INC
INSTALLED BLDG PRODS INC
PROGRESSIVE CORP
Giverny Capital Inc. - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
BERKSHIRE HATHAWAY INC DEL 505984 254332858 CL B NEW
META PLATFORMS INC 313449 206904550 CL A
AMETEK INC 979458 201092522 COM
ALPHABET INC C 639507 200677297 CAP STK CL C
HEICO CORP NEW 754532 190466513 CL A
SCHWAB CHARLES CORP 1585661 158423391 COM
MEDPACE HOLDINGS INC 263320 147893678 COM
VISA INC 407345 142859965 COM CL A
INSTALLED BLDG PRODS INC 519236 134684626 COM
PROGRESSIVE CORP 536832 122247383 COM
FIVE BELOW INC 637747 120126025 COM
BOOKING HOLDINGS INC. 21445 114845052 COM
ALPHABET INC 361398 113117574 CAP STK CL A
NVR INC 14112 102915570 COM
MARKEL CORP 43978 94537308 COMMON STOCK
KINSALE CAPITAL GROUP IN 214264 83802936 COM
KEYSIGHT TECHNOLOGIES INC 334046 67874807 COM
DISNEY WALT CO 544419 61938550 COM
BROWN & BROWN 772520 61569844 COM
BANK OZK LITTLE ROCK ARK 1264042 58171213 COM
RESMED INC 235388 56697908 COM
ARISTA NETWORKS INC 419158 54922273 COM
ANALOG DEVICES INC 176747 47933786 COM
BRIGHT HORIZONSFAMILY SOLUTION 410196 41593874 COM
LULULEMON ATHLETICA INC 144237 29973891 COM
LITTELFUSE INC 81585 20634478 COM
JPMORGAN CHASE & CO 51838 16703240 COM
MASTERCARD INCORPORATED 28759 16417938 CL A
FLOOR & DECOR HLDGS INC 235876 14362490 CL A
TWFG INC 331511 9537571 COM CL A
BUILDERS FIRSTSOURCE INC 89984 9258454 COM
BERKSHIRE HATHAWAY INC DEL 11 8302800 CL A
FERGUSON ENTERPRISES INC 36374 8097944 COM
TAIWAN SEMICONDUCTOR MFG LTD 16069 4836769 SPONSORED ADS
APPLE INC 16518 4490583 COM
CAPITAL ONE FC 8274 2005287 COM
YUM CHINA HLDGS INC 36036 1720359 COM
SPDR S&P 500 ETF 2474 1687070 ETF
SPDR GOLD TR 3876 1536098 GOLD SHS
M & T BK CORP 7540 1519159 COM
ISHARES TR 11698 1126517 US HOME CONS ETF
BIRKENSTOCK HLDG PLC 27392 1120333 COM
COPART INC 27484 1075999 COM
MICROSOFT CORP 1704 824088 COM
OLD DOMINION FREIGHT LINE IN 5255 823984 COM
NOVO-NORDISK A S 12400 630912 ADR
DREAM FINDERS HOMES 32202 550654 COM
SITEONE LANDSCAPE SUPPLY INC 3753 467474 COM
INTUITIVE SURGICAL INC 405 229376 COM NEW
COSTCO WHSL CORP NEW 240 206962 COM