The Analysis of Giverny Capital Inc.'s Holdings
Currently, Giverny Capital Inc. holds 52 types of securities in its portfolio with a total value $3.3B. In the most recent quarter, they have increased their positions in TSM (+447.1K shares, valued at $124.9M), RMD (+235.4K shares, valued at $64.4M), KNSL (+11.3K shares, valued at $4.8M); decreased their positions in ANET (-70.2K shares, valued at $10.2M), CACC (-23.6K shares, valued at $8.9M), META (-7.1K shares, valued at $5.2M); initiated new positions in RMD (+235.4K shares, valued at $64.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BRK.B BERKSHIRE HATHAWAY INC DEL510.6K shares-0.22%2025-09-302025-11-14
META META PLATFORMS INC311.8K shares-2.22%2025-09-302025-11-14 BLDR BUILDERS FIRSTSOURCE INC87.1K shares-0.25%2025-09-302025-11-14 HEI.A HEICO CORP NEW749.5K shares0.00%2025-09-302025-11-14 AME AMETEK INC996.7K shares0.03%2025-09-302025-11-14 GOOG ALPHABET INC C638.2K shares-2.37%2025-09-302025-11-14 SCHW SCHWAB CHARLES CORP1.6M shares0.53%2025-09-302025-11-14 V VISA INC405.5K shares1.05%2025-09-302025-11-14 MEDP MEDPACE HOLDINGS INC261.8K shares0.02%2025-09-302025-11-14 PGR PROGRESSIVE CORP533.9K shares2.60%2025-09-302025-11-14 TSM TAIWAN SEMICONDUCTOR MFG LTD458.6K shares3870.59%2025-09-302025-11-14 IBP INSTALLED BLDG PRODS INC514.7K shares0.05%2025-09-302025-11-14 BKNG BOOKING HOLDINGS INC.21.3K shares0.25%2025-09-302025-11-14 NVR NVR INC14.1K shares0.26%2025-09-302025-11-14 FIVE FIVE BELOW INC637.1K shares1.79%2025-09-302025-11-14 GOOGL ALPHABET INC359.1K shares-5.39%2025-09-302025-11-14 FI FISERV INC651.3K shares0.41%2025-09-302025-11-14 MKL MARKEL CORP43.8K shares0.30%2025-09-302025-11-14 KNSL KINSALE CAPITAL GROUP IN190.5K shares6.31%2025-09-302025-11-14 KMX CARMAX INC1.7M shares0.86%2025-09-302025-11-14 RMD RESMED INC235.4K sharesnew addition2025-09-302025-11-14 OZK BANK OZK LITTLE ROCK ARK1.3M shares0.24%2025-09-302025-11-14 ANET ARISTA NETWORKS INC412.4K shares-14.54%2025-09-302025-11-14 KEYS KEYSIGHT TECHNOLOGIES INC333.9K shares0.10%2025-09-302025-11-14 ADI ANALOG DEVICES INC176.5K shares0.20%2025-09-302025-11-14 BRO BROWN & BROWN322.2K shares0.19%2025-09-302025-11-14 DIS DISNEY WALT CO260.4K shares-0.03%2025-09-302025-11-14 LULU LULULEMON ATHLETICA INC144.0K shares0.02%2025-09-302025-11-14 LFUS LITTELFUSE INC81.3K shares0.18%2025-09-302025-11-14 FND FLOOR & DECOR HLDGS INC236.1K shares0.13%2025-09-302025-11-14 JPM JPMORGAN CHASE & CO50.7K shares-0.48%2025-09-302025-11-14 MA MASTERCARD INCORPORATED27.7K shares-0.42%2025-09-302025-11-14 BRK.A BERKSHIRE HATHAWAY INC DEL11 shares0.00%2025-09-302025-11-14 TWFG TWFG INC300.3K shares68.86%2025-09-302025-11-14 FERG FERGUSON ENTERPRISES INC35.5K shares-0.49%2025-09-302025-11-14 ALGN ALIGN TECHNOLOGY INC45.7K shares-1.44%2025-09-302025-11-14 AAPL APPLE INC16.9K shares-0.59%2025-09-302025-11-14 CACC CREDIT ACCEP CORP MICH6.9K shares-77.46%2025-09-302025-11-14 COF CAPITAL ONE FC8.3K shares-10.77%2025-09-302025-11-14 SPY SPDR S&P 500 ETF2.5K shares0.00%2025-09-302025-11-14 YUMC YUM CHINA HLDGS INC36.0K shares0.00%2025-09-302025-11-14 MTB M & T BK CORP7.5K shares0.00%2025-09-302025-11-14 GLD SPDR GOLD TR3.9K shares0.00%2025-09-302025-11-14 ITB ISHARES TR11.6K shares0.37%2025-09-302025-11-14 BIRK BIRKENSTOCK HLDG PLC27.4K shares0.00%2025-09-302025-11-14 CPRT COPART INC27.5K shares0.00%2025-09-302025-11-14 MSFT MICROSOFT CORP1.7K shares-26.05%2025-09-302025-11-14 DFH DREAM FINDERS HOMES32.2K shares0.00%2025-09-302025-11-14 ODFL OLD DOMINION FREIGHT LINE IN5.3K shares0.00%2025-09-302025-11-14 NVO NOVO-NORDISK A S12.4K shares0.00%2025-09-302025-11-14 SITE SITEONE LANDSCAPE SUPPLY INC3.8K shares0.00%2025-09-302025-11-14 COST COSTCO WHSL CORP NEW240 shares0.00%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available