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  Name: Giverny Capital Inc.
  City: MONTREAL
  State: A8
  Zip: H2Y 2L7
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2025-03-31
  Total Value : $2,712,834,000
  Total Value Change : $-23,240,000
  Securities Held Change : -8
   
All Securities Held : 54
  New Positions : 2
  Closed Positions : 10
  Increased Positions : 16
  Unchanged Positions : 9
  Decreased Positions : 27

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Holdings Found : 63     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 1 - $478.91 $268,065,000 503,332 9.88% 38,909,000 -2,218 0.036    Property & Casualty I...
   (META)1 Year Chart         META Meta Platforms Inc 2 - $732.78 $181,636,000 315,144 6.7% -2,855,000 49 0.013    Internet Service Prov...
   (AME)1 Year Chart         AME Ametek Inc 3 - $182.28 $168,255,000 977,434 6.2% -7,401,000 2,975 0.425    Industrial Electrical...
   (HEI.A)1 Year Chart         HEI.A Heico Corp Class A 4 - $246.01 $156,542,000 742,011 5.77% 18,535,000 356 0.919    Aerospace/Defense Pro...
   (PGR)1 Year Chart         PGR Progressive Corp 5 - $250.41 $149,756,000 529,154 5.52% 18,963,000 -16,702 0.09    Property & Casualty I...
   (FISV)1 Year Chart         FISV Fiserv Inc 6 - $170.95 $139,042,000 629,633 5.13% 9,575,000 -621 0.094    Business Software & S...
   (V)1 Year Chart         V Visa Inc 7 - $357.76 $137,923,000 393,549 5.08% 12,861,000 -2,168 0.023    Business Services
   (KMX)1 Year Chart         KMX CarMax Inc 8 - $67.27 $127,915,000 1,641,622 4.72% -9,676,000 -41,247 0.917    Auto Dealerships
   (GOOG)1 Year Chart         GOOG Alphabet Inc 9 - $177.66 $117,971,000 755,109 4.35% -25,876,000 -233 0.012    Search Engines & Info...
   (NVR)1 Year Chart         NVR NVR Inc 10 - $7,700.93 $97,727,000 13,490 3.6% -13,163,000 -68 0.311    Residential Construct...
   (BKNG)1 Year Chart         BKNG Booking Holdings Inc 11 - $5,668.04 $97,353,000 21,132 3.59% -7,863,000 -45 0.043    Internet Software & S...
   (IBP)1 Year Chart         IBP Installed Building Products... 12 - $200.70 $87,114,000 508,073 3.21% -1,341,000 3,338 1.705    N/A
   (KNSL)1 Year Chart         KNSL Kinsale Capital Group, Inc. 13 - $488.96 $82,725,000 169,967 3.05% 40,510,000 79,208 0.749    N/A
   (MKL)1 Year Chart         MKL Markel Corp 14 - $1,997.85 $81,145,000 43,402 2.99% 6,346,000 71 0.315    Property & Casualty I...
   (MEDP)1 Year Chart         MEDP Medpace Holdings, Inc. 15 - $320.95 $76,763,000 251,937 2.83% -1,074,000 17,650 0.711    N/A
   (SCHW)1 Year Chart         SCHW Charles Schwab Corp 16 - $92.32 $74,293,000 949,066 2.74% 4,137,000 1,139 0.053    Investment Brokerage ...
   (SBUX)1 Year Chart         SBUX Starbucks Corp 17 - $95.25 $73,242,000 746,686 2.7% 4,862,000 -2,686 0.064    Specialty Eateries
   (MTB)1 Year Chart         MTB M&T Bank Corp 18 - $200.38 $65,696,000 367,532 2.42% -3,413,000 -49 0.209    Domestic Regional Banks
   (OZK)1 Year Chart         OZK Bank OZK 19 - $51.69 $52,553,000 1,209,513 1.94% -1,437,000 -2,925 0.936    Domestic Regional Banks
   (KEYS)1 Year Chart         KEYS Keysight Technologies Inc 20 - $163.90 $49,576,000 331,011 1.83% -3,728,000 -834 0.177    N/A
   (FIVE)1 Year Chart         FIVE Five Below, Inc 21 - $128.79 $46,573,000 621,590 1.72% -30,269,000 -110,520 0.999    Specialty Retail, Other
   (BAC)1 Year Chart         BAC Bank of America Corp 22 - $46.84 $41,647,000 998,001 1.54% -2,346,000 -2,977 0.012    Domestic Money Center...
   (LULU)1 Year Chart         LULU Lululemon Athletica Inc 23 - $235.89 $40,525,000 143,169 1.49% -14,300,000 -199 0.115    Textile - Apparel Clo...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 24 - $176.62 $39,579,000 255,940 1.46% -8,981,000 -583 0.004    Search Engines & Info...
   (BRO)1 Year Chart         BRO Brown & Brown Inc 25 - $108.13 $36,649,000 294,603 1.35% 6,573,000 -206 0.104    Insurance Brokers
   (ANET)1 Year Chart         ANET Arista Networks, Inc. 26 - $106.28 $36,147,000 466,528 1.33% -9,218,000 56,100 0.152    Diversified Computer ...
   (ADI)1 Year Chart         ADI Analog Devices Inc 27 - $242.72 $34,554,000 171,340 1.27% -1,941,000 -435 0.032    Semiconductor- Broad...
   (DIS)1 Year Chart         DIS Walt Disney Co 28 - $120.61 $24,429,000 247,503 0.9% -3,210,000 -715 0.014    Entertainment - Diver...
   (FND)1 Year Chart         FND Floor & Decor Holdings, Inc. 29 - $83.49 $18,820,000 233,878 0.69% -4,502,000 -43 0.176    N/A
   (LFUS)1 Year Chart         LFUS LittelFuse Inc 30 - $237.36 $15,838,000 80,504 0.58% -3,159,000 -111 0.33    Industrial Electrical...
   (CACC)1 Year Chart         CACC Credit Acceptance Corporation 31 - $521.27 $15,414,000 29,851 0.57% 1,538,000 293 0.169    Credit Services
   (MA)1 Year Chart         MA MasterCard Inc A 32 - $565.11 $14,823,000 27,043 0.55% 987,000 768 0.003    Business Services
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 33 - $283.16 $10,912,000 44,483 0.4% 398,000 621 0.001    Domestic Money Center...
   (BLDR)1 Year Chart         BLDR Builders Firstsource Inc 34 New $133.00 $10,301,000 82,445 0.38% 10,301,000 82,445 0.04    Home Improvement Stores
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 35 - $719,578.00 $8,783,000 11 0.32% 3,336,000 3 0    Property & Casualty I...
   (ALGN)1 Year Chart         ALGN Align Technology Inc 36 - $200.48 $7,170,000 45,135 0.26% -1,797,000 2,129 0.057    Medical Appliances & ...
   (FERG)1 Year Chart         FERG Ferguson plc 37 - $224.00 $5,510,000 34,386 0.2% -341,000 678 0.017    N/A
   (COF)1 Year Chart         COF Capital One Financial Corp 38 - $218.03 $2,201,000 12,274 0.08% -434,000 -2,500 0.003    Credit Services
   (AAPL)1 Year Chart         AAPL Apple Inc 39 - $211.14 $2,081,000 9,367 0.08% -2,170,000 -7,609 0    Personal Computers
   (TSM)1 Year Chart         TSM Taiwan Semiconductor Mfg. C... 40 - $231.84 $1,917,000 11,550 0.07% -974,000 -3,088 0    Semiconductor - Integ...
   (YUMC)1 Year Chart         YUMC Yum China Holdings, Inc. 41 - $47.20 $1,876,000 36,036 0.07% 140,000 0 0.009    N/A
   (CPRT)1 Year Chart         CPRT Copart Inc 42 - $47.64 $1,555,000 27,484 0.06% -22,000 0 0.003    Auto Dealerships
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 43 - $624.06 $1,436,000 2,567 0.05% -1,349,000 -2,185 0    Closed - End Fund - E...
   (BIRK)1 Year Chart         BIRK Birkenstock Holding 44 - $0.00 $1,256,000 27,392 0.05% -296,000 0 0.015    N/A
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 45 - $305.52 $1,123,000 3,898 0.04% 105,000 -308 0.001    Closed - End Fund - E...
   (ITB)1 Year Chart         ITB iShares Dow Jones U.S. Home... 46 - $0.00 $1,044,000 10,961 0.04% -35,000 529 0.027    Closed - End Fund - E...
   (ODFL)1 Year Chart         ODFL Old Dominion Freight Line Inc 47 - $195.06 $869,000 5,255 0.03% -58,000 0 0.002    Trucking
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) 48 - $69.69 $861,000 12,400 0.03% -206,000 0 0.001    Drug Manufacturers - ...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 49 - $503.51 $746,000 1,987 0.03% -246,000 -367 0    Application Software
   (DFH)1 Year Chart         DFH Dream Finders Homes, Inc. 50 - $0.00 $726,000 32,202 0.03% -23,000 0 0.1    N/A
   (SITE)1 Year Chart         SITE SiteOne Landscape Supply Inc 51 - $129.84 $456,000 3,753 0.02% -39,000 0 0.007    N/A
   (COST)1 Year Chart         COST Costco Wholesale Corp 52 - $982.09 $227,000 240 0.01% 7,000 0 0    Discount, Variety Stores
   (ISRG)1 Year Chart         ISRG Intuitive Surgical Inc 53 - $372.63 $201,000 405 0.01% -10,000 0 0    Medical Appliances & ...
   (EW)1 Year Chart         EW Edwards Lifesciences Corp 57 Closed $28.06 $0 0 0% -19,000 -257 0    Medical Appliances & ...
   (ICE)1 Year Chart         ICE Intercontinental Exchange Inc 63 Closed $182.16 $0 0 0% -2,503,000 -16,799 0    Business Services
   (FBHS)1 Year Chart         FBHS Fortune Brands Home & Secur... 56 Closed $54.02 $0 0 0% -31,646,000 -463,140 0    Security & Protection...
   (SLV)1 Year Chart         SLV iShares Silver Trust ETF 62 Closed $33.00 $0 0 0% -606,000 -23,000 0    Closed - End Fund - E...
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 55 Closed $0.00 $0 0 0% -551,000 -7,442 0    N/A
   (J)1 Year Chart         J Jacobs Solutions Inc 61 Closed $134.20 $0 0 0% -587,000 -4,394 0    Heavy Construction
   (LBRDK)1 Year Chart         LBRDK Liberty Broadband Corporation 54 Closed $97.79 $0 0 0% -1,121,000 -15,000 0    N/A
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 60 Closed $573.61 $0 0 0% -315,000 -584 0    Closed - End Fund - E...
   (CAPE)1 Year Chart         CAPE Doubleline Shiller Cape Us ... 59 Closed $31.97 $0 0 0% -319,000 -10,645 0    N/A
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 58 Closed $302.91 $0 0 0% -1,196,000 -2,364 0    Health Care Plans

      63 Records Found
  1    
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