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 ($201.09M).
The chart below shows the top 10 valuable assets, and the table below shows the top 50 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Giverny Capital Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | 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 |