Filed: 5/15/2026ACC: 0001641864-26-000004
📋 What this filing means
GIVERNY CAPITAL INC. filed this quarterly 13F‑HR report disclosing 51 equity positions with a total reported market value of $2.73B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
51
Positions
$2.73B
Total AUM (reported)
13.73M
Total Shares
Allocation by class
COM$1.67B61.1%
CL A$365.70M13.4%
CL B NEW$181.44M6.6%
CAP STK CL C$178.11M6.5%
COM CL A$129.95M4.8%
CAP STK CL A$100.21M3.7%
COMMON STOCK$82.20M3.0%
Portfolio Concentration
Top 3$535.66M19.6%
4–10$922.27M33.8%
11–25$1.09B40.0%
Rest$179.77M6.6%
Top 3 weight
19.6%
Top 10 weight
53.4%
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
Other35
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings51
Rows:
BERKSHIRE HATHAWAY INC DEL
DFNDShares378.63K
TypeSH
Market value$181.44M
6.64%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC C
DFNDShares620.91K
TypeSH
Market value$178.11M
6.52%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares307.82K
TypeSH
Market value$176.11M
6.45%
Sole
0.00
Shared
0.00
None
0.00
HEICO CORP NEW
DFNDShares738.48K
TypeSH
Market value$155.89M
5.71%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
DFNDShares1.54M
TypeSH
Market value$144.37M
5.29%
Sole
0.00
Shared
0.00
None
0.00
FIVE BELOW INC
DFNDShares617.19K
TypeSH
Market value$141.02M
5.16%
Sole
0.00
Shared
0.00
None
0.00
AMETEK INC
DFNDShares612.06K
TypeSH
Market value$131.20M
4.80%
Sole
0.00
Shared
0.00
None
0.00
MEDPACE HOLDINGS INC
DFNDShares256.08K
TypeSH
Market value$122.97M
4.50%
Sole
0.00
Shared
0.00
None
0.00
VISA INC
DFNDShares396.36K
TypeSH
Market value$119.79M
4.39%
Sole
0.00
Shared
0.00
None
0.00
INSTALLED BLDG PRODS INC
DFNDShares403.67K
TypeSH
Market value$107.03M
3.92%
Sole
0.00
Shared
0.00
None
0.00
PROGRESSIVE CORP
DFNDShares528.36K
TypeSH
Market value$104.74M
3.83%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares348.47K
TypeSH
Market value$100.21M
3.67%
Sole
0.00
Shared
0.00
None
0.00
KEYSIGHT TECHNOLOGIES INC
DFNDShares323.18K
TypeSH
Market value$91.26M
3.34%
Sole
0.00
Shared
0.00
None
0.00
NVR INC
DFNDShares13.65K
TypeSH
Market value$89.93M
3.29%
Sole
0.00
Shared
0.00
None
0.00
BOOKING HOLDINGS INC.
DFNDShares21.12K
TypeSH
Market value$88.91M
3.26%
Sole
0.00
Shared
0.00
None
0.00
AUTOMATIC DATA PROC INC
DFNDShares419.09K
TypeSH
Market value$85.15M
3.12%
Sole
0.00
Shared
0.00
None
0.00
MARKEL CORP
DFNDShares42.94K
TypeSH
Market value$82.20M
3.01%
Sole
0.00
Shared
0.00
None
0.00
KINSALE CAPITAL GROUP IN
DFNDShares218.94K
TypeSH
Market value$74.80M
2.74%
Sole
0.00
Shared
0.00
None
0.00
BRIGHT HORIZONSFAMILY SOLUTION
DFNDShares742.33K
TypeSH
Market value$60.97M
2.23%
Sole
0.00
Shared
0.00
None
0.00
BANK OZK LITTLE ROCK ARK
DFNDShares1.23M
TypeSH
Market value$56.49M
2.07%
Sole
0.00
Shared
0.00
None
0.00
ANALOG DEVICES INC
DFNDShares171.05K
TypeSH
Market value$54.42M
1.99%
Sole
0.00
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares423.36K
TypeSH
Market value$51.98M
1.90%
Sole
0.00
Shared
0.00
None
0.00
DISNEY WALT CO
DFNDShares536.51K
TypeSH
Market value$51.71M
1.89%
Sole
0.00
Shared
0.00
None
0.00
RESMED INC
SOLEShares230K
TypeSH
Market value$51.63M
1.89%
Sole
0.00
Shared
0.00
None
0.00
BROWN & BROWN
DFNDShares755.27K
TypeSH
Market value$49.25M
1.80%
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 | 378.63K | SH | $181.44M 6.64% | 0.00 | 0.00 | 0.00 |
ALPHABET INC CDFND | CAP STK CL C | 620.91K | SH | $178.11M 6.52% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 307.82K | SH | $176.11M 6.45% | 0.00 | 0.00 | 0.00 |
HEICO CORP NEWDFND | CL A | 738.48K | SH | $155.89M 5.71% | 0.00 | 0.00 | 0.00 |
SCHWAB CHARLES CORPDFND | COM | 1.54M | SH | $144.37M 5.29% | 0.00 | 0.00 | 0.00 |
FIVE BELOW INCDFND | COM | 617.19K | SH | $141.02M 5.16% | 0.00 | 0.00 | 0.00 |
AMETEK INCDFND | COM | 612.06K | SH | $131.20M 4.80% | 0.00 | 0.00 | 0.00 |
MEDPACE HOLDINGS INCDFND | COM | 256.08K | SH | $122.97M 4.50% | 0.00 | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 396.36K | SH | $119.79M 4.39% | 0.00 | 0.00 | 0.00 |
INSTALLED BLDG PRODS INCDFND | COM | 403.67K | SH | $107.03M 3.92% | 0.00 | 0.00 | 0.00 |
PROGRESSIVE CORPDFND | COM | 528.36K | SH | $104.74M 3.83% | 0.00 | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 348.47K | SH | $100.21M 3.67% | 0.00 | 0.00 | 0.00 |
KEYSIGHT TECHNOLOGIES INCDFND | COM | 323.18K | SH | $91.26M 3.34% | 0.00 | 0.00 | 0.00 |
NVR INCDFND | COM | 13.65K | SH | $89.93M 3.29% | 0.00 | 0.00 | 0.00 |
BOOKING HOLDINGS INC.DFND | COM | 21.12K | SH | $88.91M 3.26% | 0.00 | 0.00 | 0.00 |
AUTOMATIC DATA PROC INCDFND | COM | 419.09K | SH | $85.15M 3.12% | 0.00 | 0.00 | 0.00 |
MARKEL CORPDFND | COMMON STOCK | 42.94K | SH | $82.20M 3.01% | 0.00 | 0.00 | 0.00 |
KINSALE CAPITAL GROUP INDFND | COM | 218.94K | SH | $74.80M 2.74% | 0.00 | 0.00 | 0.00 |
BRIGHT HORIZONSFAMILY SOLUTIONDFND | COM | 742.33K | SH | $60.97M 2.23% | 0.00 | 0.00 | 0.00 |
BANK OZK LITTLE ROCK ARKDFND | COM | 1.23M | SH | $56.49M 2.07% | 0.00 | 0.00 | 0.00 |
ANALOG DEVICES INCDFND | COM | 171.05K | SH | $54.42M 1.99% | 0.00 | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM | 423.36K | SH | $51.98M 1.90% | 0.00 | 0.00 | 0.00 |
DISNEY WALT CODFND | COM | 536.51K | SH | $51.71M 1.89% | 0.00 | 0.00 | 0.00 |
RESMED INCSOLE | COM | 230K | SH | $51.63M 1.89% | 0.00 | 0.00 | 0.00 |
BROWN & BROWNDFND | COM | 755.27K | SH | $49.25M 1.80% | 0.00 | 0.00 | 0.00 |
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