Filed: 2/13/2025ACC: 0001641864-25-000002
📋 What this filing means
GIVERNY CAPITAL INC. filed this quarterly 13F‑HR report disclosing 62 equity positions with a total reported market value of $2.74B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
62
Positions
$2.74B
Total AUM (reported)
15.57M
Total Shares
Allocation by class
COM$1.74B63.5%
CL A$365.10M13.3%
CL B NEW$229.16M8.4%
CAP STK CL C$143.85M5.3%
COM CL A$125.06M4.6%
COMMON STOCK$74.80M2.7%
CAP STK CL A$48.56M1.8%
Portfolio Concentration
Top 3$589.30M21.5%
4–10$915.66M33.5%
11–25$973.05M35.6%
Rest$258.07M9.4%
Top 3 weight
21.5%
Top 10 weight
55.0%
Voting Authority Distribution
Total shares with voting rights: 0.00
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole22
Shared0
Other40
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings62
Rows:
BERKSHIRE HATHAWAY INC DEL
DFNDShares505.55K
TypeSH
Market value$229.16M
8.38%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares315.10K
TypeSH
Market value$184.49M
6.74%
Sole
0.00
Shared
0.00
None
0.00
AMETEK INC
DFNDShares974.46K
TypeSH
Market value$175.66M
6.42%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC C
DFNDShares755.34K
TypeSH
Market value$143.85M
5.26%
Sole
0.00
Shared
0.00
None
0.00
HEICO CORP NEW
DFNDShares741.65K
TypeSH
Market value$138.01M
5.04%
Sole
0.00
Shared
0.00
None
0.00
CARMAX INC
DFNDShares1.68M
TypeSH
Market value$137.59M
5.03%
Sole
0.00
Shared
0.00
None
0.00
PROGRESSIVE CORP
DFNDShares545.86K
TypeSH
Market value$130.79M
4.78%
Sole
0.00
Shared
0.00
None
0.00
FISERV INC
DFNDShares630.25K
TypeSH
Market value$129.47M
4.73%
Sole
0.00
Shared
0.00
None
0.00
VISA INC
DFNDShares395.72K
TypeSH
Market value$125.06M
4.57%
Sole
0.00
Shared
0.00
None
0.00
NVR INC
DFNDShares13.56K
TypeSH
Market value$110.89M
4.05%
Sole
0.00
Shared
0.00
None
0.00
BOOKING HOLDINGS INC.
DFNDShares21.18K
TypeSH
Market value$105.22M
3.85%
Sole
0.00
Shared
0.00
None
0.00
INSTALLED BLDG PRODS INC
DFNDShares504.74K
TypeSH
Market value$88.45M
3.23%
Sole
0.00
Shared
0.00
None
0.00
MEDPACE HOLDINGS INC
DFNDShares234.29K
TypeSH
Market value$77.84M
2.84%
Sole
0.00
Shared
0.00
None
0.00
FIVE BELOW INC
DFNDShares732.11K
TypeSH
Market value$76.84M
2.81%
Sole
0.00
Shared
0.00
None
0.00
MARKEL CORP
DFNDShares43.33K
TypeSH
Market value$74.80M
2.73%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
DFNDShares947.93K
TypeSH
Market value$70.16M
2.56%
Sole
0.00
Shared
0.00
None
0.00
M & T BK CORP
DFNDShares367.58K
TypeSH
Market value$69.11M
2.53%
Sole
0.00
Shared
0.00
None
0.00
STARBUCKS CORP
DFNDShares749.37K
TypeSH
Market value$68.38M
2.50%
Sole
0.00
Shared
0.00
None
0.00
LULULEMON ATHLETICA INC
DFNDShares143.37K
TypeSH
Market value$54.83M
2.00%
Sole
0.00
Shared
0.00
None
0.00
BANK OZK LITTLE ROCK ARK
DFNDShares1.21M
TypeSH
Market value$53.99M
1.97%
Sole
0.00
Shared
0.00
None
0.00
KEYSIGHT TECHNOLOGIES INC
DFNDShares331.85K
TypeSH
Market value$53.30M
1.95%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares256.52K
TypeSH
Market value$48.56M
1.77%
Sole
0.00
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares410.43K
TypeSH
Market value$45.36M
1.66%
Sole
0.00
Shared
0.00
None
0.00
BANK AMERICA CORP
DFNDShares1M
TypeSH
Market value$43.99M
1.61%
Sole
0.00
Shared
0.00
None
0.00
KINSALE CAPITAL GROUP IN
DFNDShares90.76K
TypeSH
Market value$42.21M
1.54%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 505.55K | SH | $229.16M 8.38% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 315.10K | SH | $184.49M 6.74% | 0.00 | 0.00 | 0.00 |
AMETEK INCDFND | COM | 974.46K | SH | $175.66M 6.42% | 0.00 | 0.00 | 0.00 |
ALPHABET INC CDFND | CAP STK CL C | 755.34K | SH | $143.85M 5.26% | 0.00 | 0.00 | 0.00 |
HEICO CORP NEWDFND | CL A | 741.65K | SH | $138.01M 5.04% | 0.00 | 0.00 | 0.00 |
CARMAX INCDFND | COM | 1.68M | SH | $137.59M 5.03% | 0.00 | 0.00 | 0.00 |
PROGRESSIVE CORPDFND | COM | 545.86K | SH | $130.79M 4.78% | 0.00 | 0.00 | 0.00 |
FISERV INCDFND | COM | 630.25K | SH | $129.47M 4.73% | 0.00 | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 395.72K | SH | $125.06M 4.57% | 0.00 | 0.00 | 0.00 |
NVR INCDFND | COM | 13.56K | SH | $110.89M 4.05% | 0.00 | 0.00 | 0.00 |
BOOKING HOLDINGS INC.DFND | COM | 21.18K | SH | $105.22M 3.85% | 0.00 | 0.00 | 0.00 |
INSTALLED BLDG PRODS INCDFND | COM | 504.74K | SH | $88.45M 3.23% | 0.00 | 0.00 | 0.00 |
MEDPACE HOLDINGS INCDFND | COM | 234.29K | SH | $77.84M 2.84% | 0.00 | 0.00 | 0.00 |
FIVE BELOW INCDFND | COM | 732.11K | SH | $76.84M 2.81% | 0.00 | 0.00 | 0.00 |
MARKEL CORPDFND | COMMON STOCK | 43.33K | SH | $74.80M 2.73% | 0.00 | 0.00 | 0.00 |
SCHWAB CHARLES CORPDFND | COM | 947.93K | SH | $70.16M 2.56% | 0.00 | 0.00 | 0.00 |
M & T BK CORPDFND | COM | 367.58K | SH | $69.11M 2.53% | 0.00 | 0.00 | 0.00 |
STARBUCKS CORPDFND | COM | 749.37K | SH | $68.38M 2.50% | 0.00 | 0.00 | 0.00 |
LULULEMON ATHLETICA INCDFND | COM | 143.37K | SH | $54.83M 2.00% | 0.00 | 0.00 | 0.00 |
BANK OZK LITTLE ROCK ARKDFND | COM | 1.21M | SH | $53.99M 1.97% | 0.00 | 0.00 | 0.00 |
KEYSIGHT TECHNOLOGIES INCDFND | COM | 331.85K | SH | $53.30M 1.95% | 0.00 | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 256.52K | SH | $48.56M 1.77% | 0.00 | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM | 410.43K | SH | $45.36M 1.66% | 0.00 | 0.00 | 0.00 |
BANK AMERICA CORPDFND | COM | 1M | SH | $43.99M 1.61% | 0.00 | 0.00 | 0.00 |
KINSALE CAPITAL GROUP INDFND | COM | 90.76K | SH | $42.21M 1.54% | 0.00 | 0.00 | 0.00 |
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