CIK 1641864
Giverny Capital Inc.
Institutional 13F holdings & portfolio
Holdings
50
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 50
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 506K | $1M+ | SH |
| META | META PLATFORMS INC | 313K | $1M+ | SH |
| AME | AMETEK INC | 979K | $1M+ | SH |
| GOOG | ALPHABET INC C | 640K | $1M+ | SH |
| HEI.A | HEICO CORP NEW | 755K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 1.6M | $1M+ | SH |
| MEDP | MEDPACE HOLDINGS INC | 263K | $1M+ | SH |
| V | VISA INC | 407K | $1M+ | SH |
| IBP | INSTALLED BLDG PRODS INC | 519K | $1M+ | SH |
| PGR | PROGRESSIVE CORP | 537K | $1M+ | SH |
| FIVE | FIVE BELOW INC | 638K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC. | 21K | $1M+ | SH |
| GOOGL | ALPHABET INC | 361K | $1M+ | SH |
| NVR | NVR INC | 14K | $1M+ | SH |
| MKL | MARKEL CORP | 44K | $1M+ | SH |
| KNSL | KINSALE CAPITAL GROUP IN | 214K | $1M+ | SH |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 334K | $1M+ | SH |
| DIS | DISNEY WALT CO | 544K | $1M+ | SH |
| BRO | BROWN & BROWN | 773K | $1M+ | SH |
| OZK | BANK OZK LITTLE ROCK ARK | 1.3M | $1M+ | SH |
| RMD | RESMED INC | 235K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 419K | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 177K | $1M+ | SH |
| BFAM | BRIGHT HORIZONSFAMILY SOLUTION | 410K | $1M+ | SH |
| LULU | LULULEMON ATHLETICA INC | 144K | $1M+ | SH |
| LFUS | LITTELFUSE INC | 82K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO | 52K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 29K | $1M+ | SH |
| FND | FLOOR & DECOR HLDGS INC | 236K | $1M+ | SH |
| TWFG | TWFG INC | 332K | $1M+ | SH |
| BLDR | BUILDERS FIRSTSOURCE INC | 90K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 11 | $1M+ | SH |
| FERG | FERGUSON ENTERPRISES INC | 36K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 16K | $1M+ | SH |
| AAPL | APPLE INC | 17K | $1M+ | SH |
| COF | CAPITAL ONE FC | 8K | $1M+ | SH |
| YUMC | YUM CHINA HLDGS INC | 36K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF | 2K | $1M+ | SH |
| GLD | SPDR GOLD TR | 4K | $1M+ | SH |
| MTB | M & T BK CORP | 8K | $1M+ | SH |
| ITB | ISHARES TR | 12K | $1M+ | SH |
| BIRK | BIRKENSTOCK HLDG PLC | 27K | $1M+ | SH |
| CPRT | COPART INC | 27K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 2K | $500K+ | SH |
| ODFL | OLD DOMINION FREIGHT LINE IN | 5K | $500K+ | SH |
| NVO | NOVO-NORDISK A S | 12K | $500K+ | SH |
| DFH | DREAM FINDERS HOMES | 32K | $500K+ | SH |
| SITE | SITEONE LANDSCAPE SUPPLY INC | 4K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 405 | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 240 | $100K–$500K | SH |