Filed: 8/13/2025ACC: 0001641864-25-000007
📋 What this filing means
GIVERNY CAPITAL INC. filed this quarterly 13F‑HR report disclosing 55 equity positions with a total reported market value of $2.92B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
55
Positions
$2.92B
Total AUM (reported)
15.78M
Total Shares
Allocation by class
COM$1.77B60.7%
CL A$470.88M16.1%
CL B NEW$248.61M8.5%
COM CL A$148.71M5.1%
CAP STK CL C$115.96M4.0%
COMMON STOCK$87.28M3.0%
CAP STK CL A$66.90M2.3%
Portfolio Concentration
Top 3$677.92M23.2%
4–10$955.70M32.8%
11–25$1.07B36.7%
Rest$212.20M7.3%
Top 3 weight
23.2%
Top 10 weight
56.0%
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)
Sole16
Shared0
Other39
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings55
Rows:
BERKSHIRE HATHAWAY INC DEL
DFNDShares511.78K
TypeSH
Market value$248.61M
8.53%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares318.90K
TypeSH
Market value$235.38M
8.07%
Sole
0.00
Shared
0.00
None
0.00
HEICO CORP NEW
DFNDShares749.49K
TypeSH
Market value$193.93M
6.65%
Sole
0.00
Shared
0.00
None
0.00
AMETEK INC
DFNDShares996.34K
TypeSH
Market value$180.30M
6.18%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
DFNDShares1.57M
TypeSH
Market value$143.02M
4.90%
Sole
0.00
Shared
0.00
None
0.00
VISA INC
DFNDShares401.30K
TypeSH
Market value$142.48M
4.89%
Sole
0.00
Shared
0.00
None
0.00
PROGRESSIVE CORP
DFNDShares520.37K
TypeSH
Market value$138.87M
4.76%
Sole
0.00
Shared
0.00
None
0.00
BOOKING HOLDINGS INC.
DFNDShares21.29K
TypeSH
Market value$123.25M
4.23%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC C
DFNDShares653.72K
TypeSH
Market value$115.96M
3.98%
Sole
0.00
Shared
0.00
None
0.00
FISERV INC
DFNDShares648.57K
TypeSH
Market value$111.82M
3.83%
Sole
0.00
Shared
0.00
None
0.00
CARMAX INC
DFNDShares1.66M
TypeSH
Market value$111.30M
3.82%
Sole
0.00
Shared
0.00
None
0.00
NVR INC
DFNDShares14.04K
TypeSH
Market value$103.68M
3.56%
Sole
0.00
Shared
0.00
None
0.00
INSTALLED BLDG PRODS INC
DFNDShares514.46K
TypeSH
Market value$92.77M
3.18%
Sole
0.00
Shared
0.00
None
0.00
MARKEL CORP
DFNDShares43.70K
TypeSH
Market value$87.28M
2.99%
Sole
0.00
Shared
0.00
None
0.00
KINSALE CAPITAL GROUP IN
DFNDShares179.15K
TypeSH
Market value$86.69M
2.97%
Sole
0.00
Shared
0.00
None
0.00
MEDPACE HOLDINGS INC
DFNDShares261.75K
TypeSH
Market value$82.15M
2.82%
Sole
0.00
Shared
0.00
None
0.00
FIVE BELOW INC
DFNDShares625.87K
TypeSH
Market value$82.10M
2.82%
Sole
0.00
Shared
0.00
None
0.00
STARBUCKS CORP
DFNDShares750.25K
TypeSH
Market value$68.75M
2.36%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares379.62K
TypeSH
Market value$66.90M
2.29%
Sole
0.00
Shared
0.00
None
0.00
BANK OZK LITTLE ROCK ARK
DFNDShares1.26M
TypeSH
Market value$59.25M
2.03%
Sole
0.00
Shared
0.00
None
0.00
KEYSIGHT TECHNOLOGIES INC
DFNDShares333.58K
TypeSH
Market value$54.66M
1.87%
Sole
0.00
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares482.56K
TypeSH
Market value$49.37M
1.69%
Sole
0.00
Shared
0.00
None
0.00
BANK AMERICA CORP
DFNDShares1M
TypeSH
Market value$47.51M
1.63%
Sole
0.00
Shared
0.00
None
0.00
ANALOG DEVICES INC
DFNDShares176.11K
TypeSH
Market value$41.92M
1.44%
Sole
0.00
Shared
0.00
None
0.00
BROWN & BROWN
DFNDShares321.64K
TypeSH
Market value$35.66M
1.22%
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 | 511.78K | SH | $248.61M 8.53% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 318.90K | SH | $235.38M 8.07% | 0.00 | 0.00 | 0.00 |
HEICO CORP NEWDFND | CL A | 749.49K | SH | $193.93M 6.65% | 0.00 | 0.00 | 0.00 |
AMETEK INCDFND | COM | 996.34K | SH | $180.30M 6.18% | 0.00 | 0.00 | 0.00 |
SCHWAB CHARLES CORPDFND | COM | 1.57M | SH | $143.02M 4.90% | 0.00 | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 401.30K | SH | $142.48M 4.89% | 0.00 | 0.00 | 0.00 |
PROGRESSIVE CORPDFND | COM | 520.37K | SH | $138.87M 4.76% | 0.00 | 0.00 | 0.00 |
BOOKING HOLDINGS INC.DFND | COM | 21.29K | SH | $123.25M 4.23% | 0.00 | 0.00 | 0.00 |
ALPHABET INC CDFND | CAP STK CL C | 653.72K | SH | $115.96M 3.98% | 0.00 | 0.00 | 0.00 |
FISERV INCDFND | COM | 648.57K | SH | $111.82M 3.83% | 0.00 | 0.00 | 0.00 |
CARMAX INCDFND | COM | 1.66M | SH | $111.30M 3.82% | 0.00 | 0.00 | 0.00 |
NVR INCDFND | COM | 14.04K | SH | $103.68M 3.56% | 0.00 | 0.00 | 0.00 |
INSTALLED BLDG PRODS INCDFND | COM | 514.46K | SH | $92.77M 3.18% | 0.00 | 0.00 | 0.00 |
MARKEL CORPDFND | COMMON STOCK | 43.70K | SH | $87.28M 2.99% | 0.00 | 0.00 | 0.00 |
KINSALE CAPITAL GROUP INDFND | COM | 179.15K | SH | $86.69M 2.97% | 0.00 | 0.00 | 0.00 |
MEDPACE HOLDINGS INCDFND | COM | 261.75K | SH | $82.15M 2.82% | 0.00 | 0.00 | 0.00 |
FIVE BELOW INCDFND | COM | 625.87K | SH | $82.10M 2.82% | 0.00 | 0.00 | 0.00 |
STARBUCKS CORPDFND | COM | 750.25K | SH | $68.75M 2.36% | 0.00 | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 379.62K | SH | $66.90M 2.29% | 0.00 | 0.00 | 0.00 |
BANK OZK LITTLE ROCK ARKDFND | COM | 1.26M | SH | $59.25M 2.03% | 0.00 | 0.00 | 0.00 |
KEYSIGHT TECHNOLOGIES INCDFND | COM | 333.58K | SH | $54.66M 1.87% | 0.00 | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM | 482.56K | SH | $49.37M 1.69% | 0.00 | 0.00 | 0.00 |
BANK AMERICA CORPDFND | COM | 1M | SH | $47.51M 1.63% | 0.00 | 0.00 | 0.00 |
ANALOG DEVICES INCDFND | COM | 176.11K | SH | $41.92M 1.44% | 0.00 | 0.00 | 0.00 |
BROWN & BROWNDFND | COM | 321.64K | SH | $35.66M 1.22% | 0.00 | 0.00 | 0.00 |
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