Giverny Capital
SuperinvestorGiverny Capital Inc.
- SEC CIK
- 0001641864
- Manager
- François Rochon
- Style
- Quality
- Latest filing
- Aug 26, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Aug 12, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 62
- +10 vs. Q3 2024
- Portfolio value
- $2.74B
- +$105.6M (+4.0%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 505,550 | $229.2M | 8.4% | +16,239+3.3% | Added | History |
| METAMeta Platforms, Inc. | Stock | 315,095 | $184.5M | 6.7% | +5,153+1.7% | Added | History |
| AMEAmetek Inc | COM | 974,459 | $175.7M | 6.4% | +15,237+1.6% | Added | History |
| HEI.AHeico Corp | CL A | 741,655 | $138.0M | 5.0% | +8,662+1.2% | Added | History |
| KMXCarMax Inc | COM | 1,682,869 | $137.6M | 5.0% | +45,744+2.8% | Added | History |
| PGRProgressive Corp | Stock | 545,856 | $130.8M | 4.8% | +9,163+1.7% | Added | History |
| FISVFiserv Inc | Stock | 630,254 | $129.5M | 4.7% | +128,976+25.7% | Added | History |
| VVisa Inc. | Stock | 395,717 | $125.1M | 4.6% | +3,957+1.0% | Added | History |
| GOOGAlphabet Inc. | Stock | 655,037 | $124.7M | 4.6% | +8,857+1.4% | Added | History |
| NVRNVR Inc | COM | 13,558 | $110.9M | 4.1% | +251+1.9% | Added | History |
| BKNGBooking Holdings Inc. | Stock | 21,177 | $105.2M | 3.8% | +662+3.2% | Added | History |
| IBPInstalled Building Products, Inc. | COM | 504,735 | $88.5M | 3.2% | +17,620+3.6% | Added | History |
| MEDPMedpace Holdings, Inc. | COM | 234,287 | $77.8M | 2.8% | +7,215+3.2% | Added | History |
| FIVEFive Below, Inc | COM | 732,110 | $76.8M | 2.8% | +6,861+0.9% | Added | History |
| MKLMarkel Group Inc. | COM | 43,331 | $74.8M | 2.7% | +647+1.5% | Added | History |
| SCHWSchwab Charles Corp | Stock | 947,927 | $70.2M | 2.6% | +12,155+1.3% | Added | History |
| MTBM&T Bank Corp | COM | 367,581 | $69.1M | 2.5% | +6,990+1.9% | Added | History |
| SBUXStarbucks Corp | Stock | 749,372 | $68.4M | 2.5% | +31,368+4.4% | Added | History |
| GOOGLAlphabet Inc. | Stock | 356,828 | $67.5M | 2.5% | +10,124+2.9% | Added | History |
| LULUlululemon athletica inc. | Stock | 143,368 | $54.8M | 2.0% | +1,891+1.3% | Added | History |
| OZKBank OZK | COM | 1,212,438 | $54.0M | 2.0% | +15,064+1.3% | Added | History |
| KEYSKeysight Technologies, Inc. | Stock | 331,845 | $53.3M | 1.9% | −149,225−31.0% | Reduced | History |
| ANETArista Networks, Inc. | COM | 410,428 | $45.4M | 1.7% | −16,252−3.8% | ReducedConverted for a 4-for-1 split | History |
| BACBank of America Corp | Stock | 1,000,978 | $44.0M | 1.6% | +10,930+1.1% | Added | History |
| KNSLKinsale Capital Group, Inc. | Stock | 90,759 | $42.2M | 1.5% | +4,444+5.1% | Added | History |
| ADIAnalog Devices Inc | Stock | 171,775 | $36.5M | 1.3% | −34,336−16.7% | Reduced | History |
| FBINFortune Brands Innovations, Inc. | COM | 463,140 | $31.6M | 1.2% | +17,034+3.8% | Added | History |
| BROBrown & Brown, Inc. | Stock | 294,809 | $30.1M | 1.1% | +294,809 | New | History |
| DISWalt Disney Co | Stock | 248,218 | $27.6M | 1.0% | +2,670+1.1% | Added | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 233,921 | $23.3M | 0.9% | +3,240+1.4% | Added | History |
| LFUSLittelfuse Inc | COM | 80,615 | $19.0M | 0.7% | +1,600+2.0% | Added | History |
| CACCCredit Acceptance Corp | COM | 29,558 | $13.9M | 0.5% | +300+1.0% | Added | History |
| MAMastercard Inc | Stock | 26,275 | $13.8M | 0.5% | +729+2.9% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 43,862 | $10.5M | 0.4% | +538+1.2% | Added | History |
| ALGNAlign Technology Inc | COM | 43,006 | $8.97M | 0.3% | +10,013+30.3% | Added | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 33,708 | $5.85M | 0.2% | +33,708 | New | History |
| BRK.ABerkshire Hathaway Inc | CL A | 8 | $5.45M | 0.2% | +1+14.3% | Added | History |
| AAPLApple Inc. | Stock | 16,976 | $4.25M | 0.2% | +7,124+72.3% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 14,638 | $2.89M | 0.1% | +88+0.6% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,752 | $2.79M | 0.1% | 00.0% | Unchanged | History |
| COFCapital One Financial Corp | Stock | 14,774 | $2.63M | 0.1% | 00.0% | Unchanged | History |
| ICEIntercontinental Exchange, Inc. | Stock | 16,799 | $2.50M | 0.1% | 00.0% | Unchanged | History |
| YUMCYum China Holdings, Inc. | COM | 36,036 | $1.74M | 0.1% | 00.0% | Unchanged | History |
| CPRTCopart Inc | COM | 27,484 | $1.58M | 0.1% | 00.0% | Unchanged | History |
| BIRKBirkenstock Holding plc | COM SHS | 27,392 | $1.55M | 0.1% | +27,392 | New | History |
| UNHUnitedHealth Group Inc | Stock | 2,364 | $1.20M | <0.1% | +2,364 | New | History |
| LBRDKLiberty Broadband Corp | COM SER C | 15,000 | $1.12M | <0.1% | +15,000 | New | History |
| iShares Tr464288752 | US HOME CONS ETF | 10,432 | $1.08M | <0.1% | +133+1.3% | Added | – |
| NVONovo Nordisk A S | ADR | 12,400 | $1.07M | <0.1% | 00.0% | Unchanged | History |
| GLDSPDR Gold Trust | ETF | 4,206 | $1.02M | <0.1% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 2,354 | $992.2K | <0.1% | +2,354 | New | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 5,255 | $927.0K | <0.1% | 00.0% | Unchanged | History |
| DFHDream Finders Homes, Inc. | COM CL A | 32,202 | $749.3K | <0.1% | 00.0% | Unchanged | History |
| SLViShares Silver Trust | ETF | 23,000 | $605.6K | <0.1% | 00.0% | Unchanged | History |
| JJacobs Solutions Inc. | COM | 4,394 | $587.1K | <0.1% | +4,394 | New | History |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 7,442 | $550.9K | <0.1% | +7,442 | New | History |
| SITESiteOne Landscape Supply, Inc. | COM | 3,753 | $494.5K | <0.1% | 00.0% | Unchanged | History |
| Doubleline ETF Trust25861R204 | SHILLER CAPE U S | 10,645 | $319.0K | <0.1% | +10,645 | New | – |
| Vanguard S&P 500 ETF922908363 | ETF | 584 | $314.7K | <0.1% | +584 | New | – |
| COSTCostco Wholesale Corp | Stock | 240 | $219.9K | <0.1% | 00.0% | Unchanged | History |
| ISRGIntuitive Surgical Inc | COM NEW | 405 | $211.4K | <0.1% | +405 | New | History |
| EWEdwards Lifesciences Corp | Stock | 257 | $19.0K | <0.1% | −446,031−99.9% | Reduced | History |
Sold out since Q3 2024 (1)
Positions held at the end of Q3 2024 that are gone from this filing.