Filed: 2/13/2026ACC: 0001641864-26-000002
📋 What this filing means
GIVERNY CAPITAL INC. filed this quarterly 13F‑HR report disclosing 50 equity positions with a total reported market value of $3.00B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
50
Positions
$3.00B
Total AUM (reported)
13.17M
Total Shares
Allocation by class
COM$1.74B57.9%
CL A$436.45M14.6%
CL B NEW$254.33M8.5%
CAP STK CL C$200.68M6.7%
COM CL A$152.40M5.1%
CAP STK CL A$113.12M3.8%
COMMON STOCK$94.54M3.2%
Portfolio Concentration
Top 3$662.33M22.1%
4–10$1.10B36.6%
11–25$1.11B37.0%
Rest$128.17M4.3%
Top 3 weight
22.1%
Top 10 weight
58.7%
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
Other34
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings50
Rows:
BERKSHIRE HATHAWAY INC DEL
DFNDShares505.98K
TypeSH
Market value$254.33M
8.48%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares313.45K
TypeSH
Market value$206.90M
6.90%
Sole
0.00
Shared
0.00
None
0.00
AMETEK INC
DFNDShares979.46K
TypeSH
Market value$201.09M
6.71%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC C
DFNDShares639.51K
TypeSH
Market value$200.68M
6.69%
Sole
0.00
Shared
0.00
None
0.00
HEICO CORP NEW
DFNDShares754.53K
TypeSH
Market value$190.47M
6.35%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
DFNDShares1.59M
TypeSH
Market value$158.42M
5.28%
Sole
0.00
Shared
0.00
None
0.00
MEDPACE HOLDINGS INC
DFNDShares263.32K
TypeSH
Market value$147.89M
4.93%
Sole
0.00
Shared
0.00
None
0.00
VISA INC
DFNDShares407.35K
TypeSH
Market value$142.86M
4.77%
Sole
0.00
Shared
0.00
None
0.00
INSTALLED BLDG PRODS INC
DFNDShares519.24K
TypeSH
Market value$134.68M
4.49%
Sole
0.00
Shared
0.00
None
0.00
PROGRESSIVE CORP
DFNDShares536.83K
TypeSH
Market value$122.25M
4.08%
Sole
0.00
Shared
0.00
None
0.00
FIVE BELOW INC
DFNDShares637.75K
TypeSH
Market value$120.13M
4.01%
Sole
0.00
Shared
0.00
None
0.00
BOOKING HOLDINGS INC.
DFNDShares21.45K
TypeSH
Market value$114.85M
3.83%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares361.40K
TypeSH
Market value$113.12M
3.77%
Sole
0.00
Shared
0.00
None
0.00
NVR INC
DFNDShares14.11K
TypeSH
Market value$102.92M
3.43%
Sole
0.00
Shared
0.00
None
0.00
MARKEL CORP
DFNDShares43.98K
TypeSH
Market value$94.54M
3.15%
Sole
0.00
Shared
0.00
None
0.00
KINSALE CAPITAL GROUP IN
DFNDShares214.26K
TypeSH
Market value$83.80M
2.80%
Sole
0.00
Shared
0.00
None
0.00
KEYSIGHT TECHNOLOGIES INC
DFNDShares334.05K
TypeSH
Market value$67.87M
2.26%
Sole
0.00
Shared
0.00
None
0.00
DISNEY WALT CO
DFNDShares544.42K
TypeSH
Market value$61.94M
2.07%
Sole
0.00
Shared
0.00
None
0.00
BROWN & BROWN
DFNDShares772.52K
TypeSH
Market value$61.57M
2.05%
Sole
0.00
Shared
0.00
None
0.00
BANK OZK LITTLE ROCK ARK
DFNDShares1.26M
TypeSH
Market value$58.17M
1.94%
Sole
0.00
Shared
0.00
None
0.00
RESMED INC
SOLEShares235.39K
TypeSH
Market value$56.70M
1.89%
Sole
0.00
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares419.16K
TypeSH
Market value$54.92M
1.83%
Sole
0.00
Shared
0.00
None
0.00
ANALOG DEVICES INC
DFNDShares176.75K
TypeSH
Market value$47.93M
1.60%
Sole
0.00
Shared
0.00
None
0.00
BRIGHT HORIZONSFAMILY SOLUTION
DFNDShares410.20K
TypeSH
Market value$41.59M
1.39%
Sole
0.00
Shared
0.00
None
0.00
LULULEMON ATHLETICA INC
DFNDShares144.24K
TypeSH
Market value$29.97M
1.00%
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 | 505.98K | SH | $254.33M 8.48% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 313.45K | SH | $206.90M 6.90% | 0.00 | 0.00 | 0.00 |
AMETEK INCDFND | COM | 979.46K | SH | $201.09M 6.71% | 0.00 | 0.00 | 0.00 |
ALPHABET INC CDFND | CAP STK CL C | 639.51K | SH | $200.68M 6.69% | 0.00 | 0.00 | 0.00 |
HEICO CORP NEWDFND | CL A | 754.53K | SH | $190.47M 6.35% | 0.00 | 0.00 | 0.00 |
SCHWAB CHARLES CORPDFND | COM | 1.59M | SH | $158.42M 5.28% | 0.00 | 0.00 | 0.00 |
MEDPACE HOLDINGS INCDFND | COM | 263.32K | SH | $147.89M 4.93% | 0.00 | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 407.35K | SH | $142.86M 4.77% | 0.00 | 0.00 | 0.00 |
INSTALLED BLDG PRODS INCDFND | COM | 519.24K | SH | $134.68M 4.49% | 0.00 | 0.00 | 0.00 |
PROGRESSIVE CORPDFND | COM | 536.83K | SH | $122.25M 4.08% | 0.00 | 0.00 | 0.00 |
FIVE BELOW INCDFND | COM | 637.75K | SH | $120.13M 4.01% | 0.00 | 0.00 | 0.00 |
BOOKING HOLDINGS INC.DFND | COM | 21.45K | SH | $114.85M 3.83% | 0.00 | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 361.40K | SH | $113.12M 3.77% | 0.00 | 0.00 | 0.00 |
NVR INCDFND | COM | 14.11K | SH | $102.92M 3.43% | 0.00 | 0.00 | 0.00 |
MARKEL CORPDFND | COMMON STOCK | 43.98K | SH | $94.54M 3.15% | 0.00 | 0.00 | 0.00 |
KINSALE CAPITAL GROUP INDFND | COM | 214.26K | SH | $83.80M 2.80% | 0.00 | 0.00 | 0.00 |
KEYSIGHT TECHNOLOGIES INCDFND | COM | 334.05K | SH | $67.87M 2.26% | 0.00 | 0.00 | 0.00 |
DISNEY WALT CODFND | COM | 544.42K | SH | $61.94M 2.07% | 0.00 | 0.00 | 0.00 |
BROWN & BROWNDFND | COM | 772.52K | SH | $61.57M 2.05% | 0.00 | 0.00 | 0.00 |
BANK OZK LITTLE ROCK ARKDFND | COM | 1.26M | SH | $58.17M 1.94% | 0.00 | 0.00 | 0.00 |
RESMED INCSOLE | COM | 235.39K | SH | $56.70M 1.89% | 0.00 | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM | 419.16K | SH | $54.92M 1.83% | 0.00 | 0.00 | 0.00 |
ANALOG DEVICES INCDFND | COM | 176.75K | SH | $47.93M 1.60% | 0.00 | 0.00 | 0.00 |
BRIGHT HORIZONSFAMILY SOLUTIONDFND | COM | 410.20K | SH | $41.59M 1.39% | 0.00 | 0.00 | 0.00 |
LULULEMON ATHLETICA INCDFND | COM | 144.24K | SH | $29.97M 1.00% | 0.00 | 0.00 | 0.00 |
Page 1 of 2