Filed: 11/14/2025ACC: 0001641864-25-000010
📋 What this filing means
GIVERNY CAPITAL INC. filed this quarterly 13F‑HR report disclosing 52 equity positions with a total reported market value of $3.26B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
52
Positions
$3.26B
Total AUM (reported)
14.76M
Total Shares
Allocation by class
COM$1.94B59.4%
CL A$461.07M14.1%
CL B NEW$256.72M7.9%
CAP STK CL C$155.44M4.8%
COM CL A$146.68M4.5%
SPONSORED ADS$128.08M3.9%
CAP STK CL A$87.31M2.7%
Portfolio Concentration
Top 3$680.63M20.9%
4–10$1.09B33.4%
11–25$1.28B39.4%
Rest$208.55M6.4%
Top 3 weight
20.9%
Top 10 weight
54.2%
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
Other36
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings52
Rows:
BERKSHIRE HATHAWAY INC DEL
DFNDShares510.64K
TypeSH
Market value$256.72M
7.87%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares311.81K
TypeSH
Market value$228.99M
7.02%
Sole
0.00
Shared
0.00
None
0.00
BUILDERS FIRSTSOURCE INC
SOLEShares87.10K
TypeSH
Market value$194.92M
5.98%
Sole
0.00
Shared
0.00
None
0.00
HEICO CORP NEW
DFNDShares749.50K
TypeSH
Market value$190.44M
5.84%
Sole
0.00
Shared
0.00
None
0.00
AMETEK INC
DFNDShares996.68K
TypeSH
Market value$187.38M
5.75%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC C
DFNDShares638.21K
TypeSH
Market value$155.44M
4.77%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
DFNDShares1.58M
TypeSH
Market value$150.44M
4.61%
Sole
0.00
Shared
0.00
None
0.00
VISA INC
DFNDShares405.52K
TypeSH
Market value$138.44M
4.24%
Sole
0.00
Shared
0.00
None
0.00
MEDPACE HOLDINGS INC
DFNDShares261.80K
TypeSH
Market value$134.61M
4.13%
Sole
0.00
Shared
0.00
None
0.00
PROGRESSIVE CORP
DFNDShares533.89K
TypeSH
Market value$131.84M
4.04%
Sole
0.00
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares458.60K
TypeSH
Market value$128.08M
3.93%
Sole
0.00
Shared
0.00
None
0.00
INSTALLED BLDG PRODS INC
DFNDShares514.74K
TypeSH
Market value$126.96M
3.89%
Sole
0.00
Shared
0.00
None
0.00
BOOKING HOLDINGS INC.
DFNDShares21.34K
TypeSH
Market value$115.24M
3.53%
Sole
0.00
Shared
0.00
None
0.00
NVR INC
DFNDShares14.07K
TypeSH
Market value$113.09M
3.47%
Sole
0.00
Shared
0.00
None
0.00
FIVE BELOW INC
DFNDShares637.09K
TypeSH
Market value$98.56M
3.02%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares359.14K
TypeSH
Market value$87.31M
2.68%
Sole
0.00
Shared
0.00
None
0.00
FISERV INC
DFNDShares651.26K
TypeSH
Market value$83.97M
2.57%
Sole
0.00
Shared
0.00
None
0.00
MARKEL CORP
DFNDShares43.83K
TypeSH
Market value$83.77M
2.57%
Sole
0.00
Shared
0.00
None
0.00
KINSALE CAPITAL GROUP IN
DFNDShares190.46K
TypeSH
Market value$81.00M
2.48%
Sole
0.00
Shared
0.00
None
0.00
CARMAX INC
DFNDShares1.67M
TypeSH
Market value$74.94M
2.30%
Sole
0.00
Shared
0.00
None
0.00
RESMED INC
SOLEShares235.42K
TypeSH
Market value$64.44M
1.98%
Sole
0.00
Shared
0.00
None
0.00
BANK OZK LITTLE ROCK ARK
DFNDShares1.26M
TypeSH
Market value$64.33M
1.97%
Sole
0.00
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares412.40K
TypeSH
Market value$60.09M
1.84%
Sole
0.00
Shared
0.00
None
0.00
KEYSIGHT TECHNOLOGIES INC
DFNDShares333.93K
TypeSH
Market value$58.41M
1.79%
Sole
0.00
Shared
0.00
None
0.00
ANALOG DEVICES INC
DFNDShares176.47K
TypeSH
Market value$43.36M
1.33%
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 | 510.64K | SH | $256.72M 7.87% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 311.81K | SH | $228.99M 7.02% | 0.00 | 0.00 | 0.00 |
BUILDERS FIRSTSOURCE INCSOLE | COM | 87.10K | SH | $194.92M 5.98% | 0.00 | 0.00 | 0.00 |
HEICO CORP NEWDFND | CL A | 749.50K | SH | $190.44M 5.84% | 0.00 | 0.00 | 0.00 |
AMETEK INCDFND | COM | 996.68K | SH | $187.38M 5.75% | 0.00 | 0.00 | 0.00 |
ALPHABET INC CDFND | CAP STK CL C | 638.21K | SH | $155.44M 4.77% | 0.00 | 0.00 | 0.00 |
SCHWAB CHARLES CORPDFND | COM | 1.58M | SH | $150.44M 4.61% | 0.00 | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 405.52K | SH | $138.44M 4.24% | 0.00 | 0.00 | 0.00 |
MEDPACE HOLDINGS INCDFND | COM | 261.80K | SH | $134.61M 4.13% | 0.00 | 0.00 | 0.00 |
PROGRESSIVE CORPDFND | COM | 533.89K | SH | $131.84M 4.04% | 0.00 | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 458.60K | SH | $128.08M 3.93% | 0.00 | 0.00 | 0.00 |
INSTALLED BLDG PRODS INCDFND | COM | 514.74K | SH | $126.96M 3.89% | 0.00 | 0.00 | 0.00 |
BOOKING HOLDINGS INC.DFND | COM | 21.34K | SH | $115.24M 3.53% | 0.00 | 0.00 | 0.00 |
NVR INCDFND | COM | 14.07K | SH | $113.09M 3.47% | 0.00 | 0.00 | 0.00 |
FIVE BELOW INCDFND | COM | 637.09K | SH | $98.56M 3.02% | 0.00 | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 359.14K | SH | $87.31M 2.68% | 0.00 | 0.00 | 0.00 |
FISERV INCDFND | COM | 651.26K | SH | $83.97M 2.57% | 0.00 | 0.00 | 0.00 |
MARKEL CORPDFND | COMMON STOCK | 43.83K | SH | $83.77M 2.57% | 0.00 | 0.00 | 0.00 |
KINSALE CAPITAL GROUP INDFND | COM | 190.46K | SH | $81.00M 2.48% | 0.00 | 0.00 | 0.00 |
CARMAX INCDFND | COM | 1.67M | SH | $74.94M 2.30% | 0.00 | 0.00 | 0.00 |
RESMED INCSOLE | COM | 235.42K | SH | $64.44M 1.98% | 0.00 | 0.00 | 0.00 |
BANK OZK LITTLE ROCK ARKDFND | COM | 1.26M | SH | $64.33M 1.97% | 0.00 | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM | 412.40K | SH | $60.09M 1.84% | 0.00 | 0.00 | 0.00 |
KEYSIGHT TECHNOLOGIES INCDFND | COM | 333.93K | SH | $58.41M 1.79% | 0.00 | 0.00 | 0.00 |
ANALOG DEVICES INCDFND | COM | 176.47K | SH | $43.36M 1.33% | 0.00 | 0.00 | 0.00 |
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