Giverny Capital as of March 31, 2025
Portfolio Holdings for Giverny Capital
Giverny Capital holds 54 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 9.9 | $268M | 503k | 532.58 | |
| Meta Platforms Cl A (META) | 6.7 | $182M | 315k | 576.36 | |
| Ametek (AME) | 6.2 | $168M | 977k | 172.14 | |
| Heico Corp Cl A (HEI.A) | 5.8 | $157M | 742k | 210.97 | |
| Progressive Corporation (PGR) | 5.5 | $150M | 529k | 283.01 | |
| Fiserv (FI) | 5.1 | $139M | 630k | 220.83 | |
| Visa Com Cl A (V) | 5.1 | $138M | 394k | 350.46 | |
| CarMax (KMX) | 4.7 | $128M | 1.6M | 77.92 | |
| Alphabet Inc C Cap Stk Cl C (GOOG) | 4.3 | $118M | 755k | 156.23 | |
| NVR (NVR) | 3.6 | $98M | 14k | 7244.39 | |
| Booking Holdings (BKNG) | 3.6 | $97M | 21k | 4606.91 | |
| Installed Bldg Prods (IBP) | 3.2 | $87M | 508k | 171.46 | |
| Kinsale Cap Group (KNSL) | 3.0 | $83M | 170k | 486.71 | |
| Markel Corp Common Stock (MKL) | 3.0 | $81M | 43k | 1869.61 | |
| Medpace Hldgs (MEDP) | 2.8 | $77M | 252k | 304.69 | |
| Charles Schwab Corporation (SCHW) | 2.7 | $74M | 949k | 78.28 | |
| Starbucks Corporation (SBUX) | 2.7 | $73M | 747k | 98.09 | |
| M&T Bank Corporation (MTB) | 2.4 | $66M | 368k | 178.75 | |
| Bank Ozk (OZK) | 1.9 | $53M | 1.2M | 43.45 | |
| Keysight Technologies (KEYS) | 1.8 | $50M | 331k | 149.77 | |
| Five Below (FIVE) | 1.7 | $47M | 622k | 74.92 | |
| Bank of America Corporation (BAC) | 1.5 | $42M | 998k | 41.73 | |
| Lululemon Athletica (LULU) | 1.5 | $41M | 143k | 283.06 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $40M | 256k | 154.64 | |
| Brown & Brown (BRO) | 1.4 | $37M | 295k | 124.40 | |
| Arista Networks | 1.3 | $36M | 467k | 77.48 | |
| Analog Devices (ADI) | 1.3 | $35M | 171k | 201.67 | |
| Walt Disney Company (DIS) | 0.9 | $24M | 248k | 98.70 | |
| Floor & Decor Hldgs Cl A (FND) | 0.7 | $19M | 234k | 80.47 | |
| Littelfuse (LFUS) | 0.6 | $16M | 81k | 196.74 | |
| Credit Acceptance (CACC) | 0.6 | $15M | 30k | 516.35 | |
| Mastercard Incorporated Cl A (MA) | 0.5 | $15M | 27k | 548.12 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $11M | 45k | 245.30 | |
| Builders FirstSource (BLDR) | 0.4 | $10M | 82k | 124.94 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $8.8M | 11.00 | 798442.00 | |
| Align Technology (ALGN) | 0.3 | $7.2M | 45k | 158.86 | |
| Ferguson (FERG) | 0.2 | $5.5M | 34k | 160.23 | |
| Capital One Financial (COF) | 0.1 | $2.2M | 12k | 179.30 | |
| Apple (AAPL) | 0.1 | $2.1M | 9.4k | 222.13 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.9M | 12k | 166.00 | |
| Yum China Holdings (YUMC) | 0.1 | $1.9M | 36k | 52.06 | |
| Copart (CPRT) | 0.1 | $1.6M | 28k | 56.59 | |
| Spdr S&p 500 Etf Etf (SPY) | 0.1 | $1.4M | 2.6k | 559.39 | |
| Blackrock Etf Trust (PMMF) | 0.0 | $1.3M | 13k | 100.42 | |
| Birkenstock Holding (BIRK) | 0.0 | $1.3M | 27k | 45.85 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $1.1M | 3.9k | 288.14 | |
| Ishares Tr Us Home Cons Etf (ITB) | 0.0 | $1.0M | 11k | 95.21 | |
| Old Dominion Freight Line (ODFL) | 0.0 | $869k | 5.3k | 165.45 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $861k | 12k | 69.44 | |
| Microsoft Corporation (MSFT) | 0.0 | $746k | 2.0k | 375.39 | |
| Dreamfinders Homes (DFH) | 0.0 | $727k | 32k | 22.56 | |
| Siteone Landscape Supply (SITE) | 0.0 | $456k | 3.8k | 121.44 | |
| Costco Wholesale Corporation (COST) | 0.0 | $227k | 240.00 | 945.78 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $201k | 405.00 | 495.27 |
