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Giverny Capital Inc.

All holdings · as of Dec 31, 2025

50 positions

CompanyClassValueShares% of portfolio
COSTCO WHOLESALE CORP /NEW—$207.0K2400.0%
Intuitive Surgical Inc—$229.4K4050.0%
SiteOne Landscape Supply, Inc.—$467.5K3,7530.0%
DREAM FINDERS HOMES, INC.—$550.7K32,2020.0%
NOVO-NORDISK A S—$630.9K12,4000.0%
OLD DOMINION FREIGHT LINE, INC.—$824.0K5,2550.0%
MICROSOFT CORP—$824.1K1,7040.0%
Copart Inc—$1.08M27,4840.0%
Birkenstock Holding plc—$1.12M27,3920.0%
ISHARES TR—$1.13M11,6980.0%
M&T BANK CORP—$1.52M7,5400.1%
SPDR GOLD TR—$1.54M3,8760.1%
SPDR S&P 500 ETF—$1.69M2,4740.1%
Yum China Holdings, Inc.YUMCCommon Stock$1.72M36,0360.1%
CAPITAL ONE FINANCIAL CORP—$2.01M8,2740.1%
Apple Inc.—$4.49M16,5180.1%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$4.84M16,0690.2%
Ferguson Enterprises Inc. /DE—$8.10M36,3740.3%
BERKSHIRE HATHAWAY INC DEL—$8.30M110.3%
Builders FirstSource Inc—$9.26M89,9840.3%
TWFG, Inc.—$9.54M331,5110.3%
FLOOR & DECOR HOLDINGS INC—$14.36M235,8760.5%
Mastercard Inc—$16.42M28,7590.5%
JPMORGAN CHASE & CO—$16.70M51,8380.6%
LITTELFUSE INC /DE—$20.63M81,5850.7%
Lululemon Athletica Inc—$29.97M144,2371.0%
BRIGHT HORIZONS FAMILY SOLUTIONS INC.—$41.59M410,1961.4%
ANALOG DEVICES INC—$47.93M176,7471.6%
Arista Networks, Inc.ANETCommon Stock$54.92M419,1581.8%
RESMED INC—$56.70M235,3881.9%
Bank OZK—$58.17M1,264,0421.9%
BROWN & BROWN, INC.—$61.57M772,5202.1%
Walt Disney Co—$61.94M544,4192.1%
Keysight Technologies, Inc.—$67.87M334,0462.3%
Kinsale Capital Group, Inc.—$83.80M214,2642.8%
Markel Group Inc—$94.54M43,9783.2%
NVR INC—$102.92M14,1123.4%
Alphabet Inc.—$113.12M361,3983.8%
Booking Holdings Inc—$114.85M21,4453.8%
Five Below Inc—$120.13M637,7474.0%
PROGRESSIVE CORP/OH—$122.25M536,8324.1%
Installed Building Products, Inc.—$134.68M519,2364.5%
Visa Inc—$142.86M407,3454.8%
Medpace Holdings, Inc.—$147.89M263,3204.9%
SCHWAB CHARLES CORP—$158.42M1,585,6615.3%
HEICO CORP—$190.47M754,5326.4%
Alphabet Inc.—$200.68M639,5076.7%
AMETEK Inc—$201.09M979,4586.7%
Meta Platforms Inc—$206.90M313,4496.9%
Warren E. Buffett—$254.33M505,9848.5%
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