Institutions / Giverny Capital Inc.
Giverny Capital Inc.
CIK 1641864 · Institution · as of Dec 31, 2025
Portfolio value
$3.00B
Positions
50
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 50 →
| Company | Value | % of portfolio |
|---|---|---|
| Warren E. Buffett | $254.33M | 8.5% |
| Meta Platforms Inc | $206.90M | 6.9% |
| AMETEK Inc | $201.09M | 6.7% |
| Alphabet Inc. | $200.68M | 6.7% |
| Heico Corp | $190.47M | 6.4% |
| Schwab Charles Corp | $158.42M | 5.3% |
| Medpace Holdings, Inc. | $147.89M | 4.9% |
| Visa Inc | $142.86M | 4.8% |
| Installed Building Products, Inc. | $134.68M | 4.5% |
| Progressive CORP/OH | $122.25M | 4.1% |
| Five Below Inc | $120.13M | 4.0% |
| Booking Holdings Inc | $114.85M | 3.8% |
| Alphabet Inc. | $113.12M | 3.8% |
| Nvr Inc | $102.92M | 3.4% |
| Markel Group Inc | $94.54M | 3.2% |
| Kinsale Capital Group, Inc. | $83.80M | 2.8% |
| Keysight Technologies, Inc. | $67.87M | 2.3% |
| Walt Disney Co | $61.94M | 2.1% |
| Brown & Brown, Inc. | $61.57M | 2.1% |
| Bank OZK | $58.17M | 1.9% |
| Resmed Inc | $56.70M | 1.9% |
| Arista Networks, Inc.ANET | $54.92M | 1.8% |
| Analog Devices Inc | $47.93M | 1.6% |
| Bright Horizons Family Solutions Inc. | $41.59M | 1.4% |
| Lululemon Athletica Inc | $29.97M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.