Filed: 5/13/2025ACC: 0001641864-25-000003
📋 What this filing means
GIVERNY CAPITAL INC. filed this quarterly 13F‑HR report disclosing 54 equity positions with a total reported market value of $2.71B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
54
Positions
$2.71B
Total AUM (reported)
15.09M
Total Shares
Allocation by class
COM$1.68B62.0%
CL A$380.60M14.0%
CL B NEW$268.06M9.9%
COM CL A$137.92M5.1%
CAP STK CL C$117.97M4.3%
COMMON STOCK$81.14M3.0%
CAP STK CL A$39.58M1.5%
Portfolio Concentration
Top 3$617.96M22.8%
4–10$926.88M34.2%
11–25$945.43M34.9%
Rest$222.57M8.2%
Top 3 weight
22.8%
Top 10 weight
56.9%
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)
Sole17
Shared0
Other37
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings54
Rows:
BERKSHIRE HATHAWAY INC DEL
DFNDShares503.33K
TypeSH
Market value$268.06M
9.88%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares315.14K
TypeSH
Market value$181.64M
6.70%
Sole
0.00
Shared
0.00
None
0.00
AMETEK INC
DFNDShares977.43K
TypeSH
Market value$168.26M
6.20%
Sole
0.00
Shared
0.00
None
0.00
HEICO CORP NEW
DFNDShares742.01K
TypeSH
Market value$156.54M
5.77%
Sole
0.00
Shared
0.00
None
0.00
PROGRESSIVE CORP
DFNDShares529.15K
TypeSH
Market value$149.76M
5.52%
Sole
0.00
Shared
0.00
None
0.00
FISERV INC
DFNDShares629.63K
TypeSH
Market value$139.04M
5.13%
Sole
0.00
Shared
0.00
None
0.00
VISA INC
DFNDShares393.55K
TypeSH
Market value$137.92M
5.08%
Sole
0.00
Shared
0.00
None
0.00
CARMAX INC
DFNDShares1.64M
TypeSH
Market value$127.92M
4.72%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC C
DFNDShares755.11K
TypeSH
Market value$117.97M
4.35%
Sole
0.00
Shared
0.00
None
0.00
NVR INC
DFNDShares13.49K
TypeSH
Market value$97.73M
3.60%
Sole
0.00
Shared
0.00
None
0.00
BOOKING HOLDINGS INC.
DFNDShares21.13K
TypeSH
Market value$97.35M
3.59%
Sole
0.00
Shared
0.00
None
0.00
INSTALLED BLDG PRODS INC
DFNDShares508.07K
TypeSH
Market value$87.11M
3.21%
Sole
0.00
Shared
0.00
None
0.00
KINSALE CAPITAL GROUP IN
DFNDShares169.97K
TypeSH
Market value$82.72M
3.05%
Sole
0.00
Shared
0.00
None
0.00
MARKEL CORP
DFNDShares43.40K
TypeSH
Market value$81.14M
2.99%
Sole
0.00
Shared
0.00
None
0.00
MEDPACE HOLDINGS INC
DFNDShares251.94K
TypeSH
Market value$76.76M
2.83%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
DFNDShares949.07K
TypeSH
Market value$74.29M
2.74%
Sole
0.00
Shared
0.00
None
0.00
STARBUCKS CORP
DFNDShares746.69K
TypeSH
Market value$73.24M
2.70%
Sole
0.00
Shared
0.00
None
0.00
M & T BK CORP
DFNDShares367.53K
TypeSH
Market value$65.70M
2.42%
Sole
0.00
Shared
0.00
None
0.00
BANK OZK LITTLE ROCK ARK
DFNDShares1.21M
TypeSH
Market value$52.55M
1.94%
Sole
0.00
Shared
0.00
None
0.00
KEYSIGHT TECHNOLOGIES INC
DFNDShares331.01K
TypeSH
Market value$49.58M
1.83%
Sole
0.00
Shared
0.00
None
0.00
FIVE BELOW INC
DFNDShares621.59K
TypeSH
Market value$46.57M
1.72%
Sole
0.00
Shared
0.00
None
0.00
BANK AMERICA CORP
DFNDShares998K
TypeSH
Market value$41.65M
1.54%
Sole
0.00
Shared
0.00
None
0.00
LULULEMON ATHLETICA INC
DFNDShares143.17K
TypeSH
Market value$40.53M
1.49%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares255.94K
TypeSH
Market value$39.58M
1.46%
Sole
0.00
Shared
0.00
None
0.00
BROWN & BROWN
DFNDShares294.60K
TypeSH
Market value$36.65M
1.35%
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 | 503.33K | SH | $268.06M 9.88% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 315.14K | SH | $181.64M 6.70% | 0.00 | 0.00 | 0.00 |
AMETEK INCDFND | COM | 977.43K | SH | $168.26M 6.20% | 0.00 | 0.00 | 0.00 |
HEICO CORP NEWDFND | CL A | 742.01K | SH | $156.54M 5.77% | 0.00 | 0.00 | 0.00 |
PROGRESSIVE CORPDFND | COM | 529.15K | SH | $149.76M 5.52% | 0.00 | 0.00 | 0.00 |
FISERV INCDFND | COM | 629.63K | SH | $139.04M 5.13% | 0.00 | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 393.55K | SH | $137.92M 5.08% | 0.00 | 0.00 | 0.00 |
CARMAX INCDFND | COM | 1.64M | SH | $127.92M 4.72% | 0.00 | 0.00 | 0.00 |
ALPHABET INC CDFND | CAP STK CL C | 755.11K | SH | $117.97M 4.35% | 0.00 | 0.00 | 0.00 |
NVR INCDFND | COM | 13.49K | SH | $97.73M 3.60% | 0.00 | 0.00 | 0.00 |
BOOKING HOLDINGS INC.DFND | COM | 21.13K | SH | $97.35M 3.59% | 0.00 | 0.00 | 0.00 |
INSTALLED BLDG PRODS INCDFND | COM | 508.07K | SH | $87.11M 3.21% | 0.00 | 0.00 | 0.00 |
KINSALE CAPITAL GROUP INDFND | COM | 169.97K | SH | $82.72M 3.05% | 0.00 | 0.00 | 0.00 |
MARKEL CORPDFND | COMMON STOCK | 43.40K | SH | $81.14M 2.99% | 0.00 | 0.00 | 0.00 |
MEDPACE HOLDINGS INCDFND | COM | 251.94K | SH | $76.76M 2.83% | 0.00 | 0.00 | 0.00 |
SCHWAB CHARLES CORPDFND | COM | 949.07K | SH | $74.29M 2.74% | 0.00 | 0.00 | 0.00 |
STARBUCKS CORPDFND | COM | 746.69K | SH | $73.24M 2.70% | 0.00 | 0.00 | 0.00 |
M & T BK CORPDFND | COM | 367.53K | SH | $65.70M 2.42% | 0.00 | 0.00 | 0.00 |
BANK OZK LITTLE ROCK ARKDFND | COM | 1.21M | SH | $52.55M 1.94% | 0.00 | 0.00 | 0.00 |
KEYSIGHT TECHNOLOGIES INCDFND | COM | 331.01K | SH | $49.58M 1.83% | 0.00 | 0.00 | 0.00 |
FIVE BELOW INCDFND | COM | 621.59K | SH | $46.57M 1.72% | 0.00 | 0.00 | 0.00 |
BANK AMERICA CORPDFND | COM | 998K | SH | $41.65M 1.54% | 0.00 | 0.00 | 0.00 |
LULULEMON ATHLETICA INCDFND | COM | 143.17K | SH | $40.53M 1.49% | 0.00 | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 255.94K | SH | $39.58M 1.46% | 0.00 | 0.00 | 0.00 |
BROWN & BROWNDFND | COM | 294.60K | SH | $36.65M 1.35% | 0.00 | 0.00 | 0.00 |
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