Giverny Capital Inc. Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$3.0T
Holdings
50
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (50 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 505,984 | $254.0B | 8.48% | |
| 2 | METAMETA PLATFORMS INC | 313,449 | $206.0B | 6.87% | |
| 3 | AMEAMETEK INC | 979,458 | $201.0B | 6.71% | |
| 4 | GOOGALPHABET INC C | 639,507 | $200.0B | 6.67% | |
| 5 | HEIHEICO CORP NEW | 754,532 | $190.0B | 6.34% | |
| 6 | SCHWSCHWAB CHARLES CORP | 1,585,661 | $158.0B | 5.27% | |
| 7 | MEDPMEDPACE HOLDINGS INC | 263,320 | $147.0B | 4.90% | |
| 8 | VVISA INC | 407,345 | $142.0B | 4.74% | |
| 9 | IBPINSTALLED BLDG PRODS INC | 519,236 | $134.0B | 4.47% | |
| 10 | PGRPROGRESSIVE CORP | 536,832 | $122.0B | 4.07% | |
| 11 | FIVEFIVE BELOW INC | 637,747 | $120.0B | 4.00% | |
| 12 | BKNGBOOKING HOLDINGS INC. | 21,445 | $114.0B | 3.80% | |
| 13 | GOOGLALPHABET INC | 361,398 | $113.0B | 3.77% | |
| 14 | NVRNVR INC | 14,112 | $102.0B | 3.40% | |
| 15 | MKLMARKEL CORP | 43,978 | $94.0B | 3.14% | |
| 16 | KNSLKINSALE CAPITAL GROUP IN | 214,264 | $83.0B | 2.77% | |
| 17 | KEYSKEYSIGHT TECHNOLOGIES INC | 334,046 | $67.0B | 2.24% | |
| 18 | DISDISNEY WALT CO | 544,419 | $61.0B | 2.04% | |
| 19 | BROBROWN & BROWN | 772,520 | $61.0B | 2.04% | |
| 20 | OZKBANK OZK LITTLE ROCK ARK | 1,264,042 | $58.0B | 1.94% | |
| 21 | RMERESMED INC | 235,388 | $56.0B | 1.87% | |
| 22 | ANETARISTA NETWORKS INC | 419,158 | $54.0B | 1.80% | |
| 23 | ADIANALOG DEVICES INC | 176,747 | $47.0B | 1.57% | |
| 24 | BFAMBRIGHT HORIZONSFAMILY SOLUTION | 410,196 | $41.0B | 1.37% | |
| 25 | LULULULULEMON ATHLETICA INC | 144,237 | $29.0B | 0.97% | |
| 26 | LFUSLITTELFUSE INC | 81,585 | $20.0B | 0.67% | |
| 27 | MAMASTERCARD INCORPORATED | 28,759 | $16.0B | 0.53% | |
| 28 | JPMJPMORGAN CHASE & CO | 51,838 | $16.0B | 0.53% | |
| 29 | FNDFLOOR & DECOR HLDGS INC | 235,876 | $14.0B | 0.47% | |
| 30 | TWFGTWFG INC | 331,511 | $9.0B | 0.30% | |
| 31 | BLDRBUILDERS FIRSTSOURCE INC | 89,984 | $9.0B | 0.30% | |
| 32 | BRK-BBERKSHIRE HATHAWAY INC DEL | 11 | $8.0B | 0.27% | |
| 33 | FERGFERGUSON ENTERPRISES INC | 36,374 | $8.0B | 0.27% | |
| 34 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 16,069 | $4.0B | 0.13% | |
| 35 | AAPLAPPLE INC | 16,518 | $4.0B | 0.13% | |
| 36 | COFCAPITAL ONE FC | 8,274 | $2.0B | 0.07% | |
| 37 | GQ9SPDR GOLD TR | 3,876 | $1.0B | 0.03% | |
| 38 | CPRTCOPART INC | 27,484 | $1.0B | 0.03% | |
| 39 | ITBISHARES TR | 11,698 | $1.0B | 0.03% | |
| 40 | BIRKBIRKENSTOCK HLDG PLC | 27,392 | $1.0B | 0.03% | |
| 41 | YUMCYUM CHINA HLDGS INC | 36,036 | $1.0B | 0.03% | |
| 42 | SPYSPDR S&P 500 ETF | 2,474 | $1.0B | 0.03% | |
| 43 | MTBM & T BK CORP | 7,540 | $1.0B | 0.03% | |
| 44 | ISRGINTUITIVE SURGICAL INC | 405 | $0 | 0.00% | |
| 45 | NVONOVO-NORDISK A S | 12,400 | $0 | 0.00% | |
| 46 | SITESITEONE LANDSCAPE SUPPLY INC | 3,753 | $0 | 0.00% | |
| 47 | ODFLOLD DOMINION FREIGHT LINE IN | 5,255 | $0 | 0.00% | |
| 48 | MSFTMICROSOFT CORP | 1,704 | $0 | 0.00% | |
| 49 | DFHDREAM FINDERS HOMES | 32,202 | $0 | 0.00% | |
| 50 | COSTCOSTCO WHSL CORP NEW | 240 | $0 | 0.00% |