Giverny Capital Inc. Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$2.7T
Holdings
54
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (54 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 503,332 | $268.1B | 9.88% | |
| 2 | METAMETA PLATFORMS INC | 315,144 | $181.6B | 6.70% | |
| 3 | AMEAMETEK INC | 977,434 | $168.3B | 6.20% | |
| 4 | HEIHEICO CORP NEW | 742,011 | $156.5B | 5.77% | |
| 5 | PGRPROGRESSIVE CORP | 529,154 | $149.8B | 5.52% | |
| 6 | FISVFISERV INC | 629,633 | $139.0B | 5.13% | |
| 7 | VVISA INC | 393,549 | $137.9B | 5.08% | |
| 8 | KMXCARMAX INC | 1,641,622 | $127.9B | 4.72% | |
| 9 | GOOGALPHABET INC C | 755,109 | $118.0B | 4.35% | |
| 10 | NVRNVR INC | 13,490 | $97.7B | 3.60% | |
| 11 | BKNGBOOKING HOLDINGS INC. | 21,132 | $97.4B | 3.59% | |
| 12 | IBPINSTALLED BLDG PRODS INC | 508,073 | $87.1B | 3.21% | |
| 13 | KNSLKINSALE CAPITAL GROUP IN | 169,967 | $82.7B | 3.05% | |
| 14 | MKLMARKEL CORP | 43,402 | $81.1B | 2.99% | |
| 15 | MEDPMEDPACE HOLDINGS INC | 251,937 | $76.8B | 2.83% | |
| 16 | SCHWSCHWAB CHARLES CORP | 949,066 | $74.3B | 2.74% | |
| 17 | SBUXSTARBUCKS CORP | 746,686 | $73.2B | 2.70% | |
| 18 | MTBM & T BK CORP | 367,532 | $65.7B | 2.42% | |
| 19 | OZKBANK OZK LITTLE ROCK ARK | 1,209,513 | $52.6B | 1.94% | |
| 20 | KEYSKEYSIGHT TECHNOLOGIES INC | 331,011 | $49.6B | 1.83% | |
| 21 | FIVEFIVE BELOW INC | 621,590 | $46.6B | 1.72% | |
| 22 | BACBANK AMERICA CORP | 998,001 | $41.6B | 1.54% | |
| 23 | LULULULULEMON ATHLETICA INC | 143,169 | $40.5B | 1.49% | |
| 24 | GOOGLALPHABET INC | 255,940 | $39.6B | 1.46% | |
| 25 | BROBROWN & BROWN | 294,603 | $36.6B | 1.35% | |
| 26 | ANETEURARISTA NETWORKS INC | 466,528 | $36.1B | 1.33% | |
| 27 | ADIANALOG DEVICES INC | 171,340 | $34.6B | 1.27% | |
| 28 | DISDISNEY WALT CO | 247,503 | $24.4B | 0.90% | |
| 29 | FNDFLOOR & DECOR HLDGS INC | 233,878 | $18.8B | 0.69% | |
| 30 | LFUSLITTELFUSE INC | 80,504 | $15.8B | 0.58% | |
| 31 | CACCCREDIT ACCEP CORP MICH | 29,851 | $15.4B | 0.57% | |
| 32 | MAMASTERCARD INCORPORATED | 27,043 | $14.8B | 0.55% | |
| 33 | JPMJPMORGAN CHASE & CO | 44,483 | $10.9B | 0.40% | |
| 34 | BLDRBUILDERS FIRSTSOURCE INC | 82,445 | $10.3B | 0.38% | |
| 35 | BRK-BBERKSHIRE HATHAWAY INC DEL | 11 | $8.8B | 0.32% | |
| 36 | AFWALIGN TECHNOLOGY INC | 45,135 | $7.2B | 0.26% | |
| 37 | FERGFERGUSON ENTERPRISES INC | 34,386 | $5.5B | 0.20% | |
| 38 | COFCAPITAL ONE FC | 12,274 | $2.2B | 0.08% | |
| 39 | AAPLAPPLE INC | 9,367 | $2.1B | 0.08% | |
| 40 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 11,550 | $1.9B | 0.07% | |
| 41 | YUMCYUM CHINA HLDGS INC | 36,036 | $1.9B | 0.07% | |
| 42 | CPRTCOPART INC | 27,484 | $1.6B | 0.06% | |
| 43 | SPYSPDR S&P 500 ETF | 2,567 | $1.4B | 0.05% | |
| 44 | PMMFBLACKROCK ISHS PRM MM ETF | 12,876 | $1.3B | 0.05% | |
| 45 | BIRKBIRKENSTOCK HLDG PLC | 27,392 | $1.3B | 0.05% | |
| 46 | GQ9SPDR GOLD TR | 3,898 | $1.1B | 0.04% | |
| 47 | ITBISHARES TR | 10,961 | $1.0B | 0.04% | |
| 48 | ODFLOLD DOMINION FREIGHT LINE IN | 5,255 | $869.4M | 0.03% | |
| 49 | NVONOVO-NORDISK A S | 12,400 | $861.1M | 0.03% | |
| 50 | MSFTMICROSOFT CORP | 1,987 | $745.9M | 0.03% | |
| 51 | DFHDREAM FINDERS HOMES | 32,202 | $726.5M | 0.03% | |
| 52 | SITESITEONE LANDSCAPE SUPPLY INC | 3,753 | $455.8M | 0.02% | |
| 53 | COSTCOSTCO WHSL CORP NEW | 240 | $227.0M | 0.01% | |
| 54 | ISRGINTUITIVE SURGICAL INC | 405 | $200.6M | 0.01% |