Filed: 8/14/2026ACC: 0001641864-26-000005
📋 What this filing means
GIVERNY CAPITAL INC. filed this quarterly 13F‑HR report disclosing 51 equity positions with a total reported market value of $2.97B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
51
Positions
$2.97B
Total AUM (reported)
15.41M
Total Shares
Allocation by class
COM$1.75B58.9%
CL A$429.33M14.4%
CAP STK CL C$213.93M7.2%
COM CL A$149.46M5.0%
CL B NEW$124.32M4.2%
CAP STK CL A$110.83M3.7%
COMMON STOCK$60.30M2.0%
Portfolio Concentration
Top 3$574.17M19.3%
4–10$957.65M32.2%
11–25$1.09B36.7%
Rest$352.29M11.8%
Top 3 weight
19.3%
Top 10 weight
51.5%
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)
Sole12
Shared0
Other39
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings51
Rows:
ALPHABET INC C
DFNDShares605.46K
TypeSH
Market value$213.93M
7.19%
Sole
0.00
Shared
0.00
None
0.00
HEICO CORP NEW
DFNDShares735.25K
TypeSH
Market value$189.63M
6.38%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares302.89K
TypeSH
Market value$170.61M
5.74%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
DFNDShares1.68M
TypeSH
Market value$155.16M
5.22%
Sole
0.00
Shared
0.00
None
0.00
AUTOMATIC DATA PROC INC
DFNDShares654.56K
TypeSH
Market value$146.59M
4.93%
Sole
0.00
Shared
0.00
None
0.00
AMETEK INC
DFNDShares598.78K
TypeSH
Market value$144.87M
4.87%
Sole
0.00
Shared
0.00
None
0.00
MEDPACE HOLDINGS INC
DFNDShares253.93K
TypeSH
Market value$134.48M
4.52%
Sole
0.00
Shared
0.00
None
0.00
VISA INC
DFNDShares389.90K
TypeSH
Market value$133.77M
4.50%
Sole
0.00
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
DFNDShares248.45K
TypeSH
Market value$124.32M
4.18%
Sole
0.00
Shared
0.00
None
0.00
PROGRESSIVE CORP
DFNDShares542.29K
TypeSH
Market value$118.46M
3.98%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares310.12K
TypeSH
Market value$110.83M
3.73%
Sole
0.00
Shared
0.00
None
0.00
FIVE BELOW INC
DFNDShares598.12K
TypeSH
Market value$107.54M
3.62%
Sole
0.00
Shared
0.00
None
0.00
BOOKING HOLDINGS INC.
DFNDShares522.66K
TypeSH
Market value$93.16M
3.13%
Sole
0.00
Shared
0.00
None
0.00
INSTALLED BLDG PRODS INC
DFNDShares397.66K
TypeSH
Market value$91.40M
3.07%
Sole
0.00
Shared
0.00
None
0.00
NVR INC
DFNDShares13.24K
TypeSH
Market value$90.20M
3.03%
Sole
0.00
Shared
0.00
None
0.00
KINSALE CAPITAL GROUP IN
DFNDShares240.73K
TypeSH
Market value$79.40M
2.67%
Sole
0.00
Shared
0.00
None
0.00
BRIGHT HORIZONSFAMILY SOLUTION
DFNDShares1.08M
TypeSH
Market value$76.61M
2.58%
Sole
0.00
Shared
0.00
None
0.00
RESMED INC
DFNDShares387.67K
TypeSH
Market value$75.55M
2.54%
Sole
0.00
Shared
0.00
None
0.00
BANK OZK LITTLE ROCK ARK
DFNDShares1.20M
TypeSH
Market value$62.41M
2.10%
Sole
0.00
Shared
0.00
None
0.00
MARKEL CORP
DFNDShares30.88K
TypeSH
Market value$60.30M
2.03%
Sole
0.00
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares339.89K
TypeSH
Market value$57.74M
1.94%
Sole
0.00
Shared
0.00
None
0.00
KEYSIGHT TECHNOLOGIES INC
DFNDShares143.07K
TypeSH
Market value$50.09M
1.68%
Sole
0.00
Shared
0.00
None
0.00
DISNEY WALT CO
DFNDShares515.57K
TypeSH
Market value$49.62M
1.67%
Sole
0.00
Shared
0.00
None
0.00
BROWN & BROWN
DFNDShares753.29K
TypeSH
Market value$48.32M
1.62%
Sole
0.00
Shared
0.00
None
0.00
ANALOG DEVICES INC
DFNDShares93.31K
TypeSH
Market value$37.06M
1.25%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INC CDFND | CAP STK CL C | 605.46K | SH | $213.93M 7.19% | 0.00 | 0.00 | 0.00 |
HEICO CORP NEWDFND | CL A | 735.25K | SH | $189.63M 6.38% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 302.89K | SH | $170.61M 5.74% | 0.00 | 0.00 | 0.00 |
SCHWAB CHARLES CORPDFND | COM | 1.68M | SH | $155.16M 5.22% | 0.00 | 0.00 | 0.00 |
AUTOMATIC DATA PROC INCDFND | COM | 654.56K | SH | $146.59M 4.93% | 0.00 | 0.00 | 0.00 |
AMETEK INCDFND | COM | 598.78K | SH | $144.87M 4.87% | 0.00 | 0.00 | 0.00 |
MEDPACE HOLDINGS INCDFND | COM | 253.93K | SH | $134.48M 4.52% | 0.00 | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 389.90K | SH | $133.77M 4.50% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 248.45K | SH | $124.32M 4.18% | 0.00 | 0.00 | 0.00 |
PROGRESSIVE CORPDFND | COM | 542.29K | SH | $118.46M 3.98% | 0.00 | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 310.12K | SH | $110.83M 3.73% | 0.00 | 0.00 | 0.00 |
FIVE BELOW INCDFND | COM | 598.12K | SH | $107.54M 3.62% | 0.00 | 0.00 | 0.00 |
BOOKING HOLDINGS INC.DFND | COM | 522.66K | SH | $93.16M 3.13% | 0.00 | 0.00 | 0.00 |
INSTALLED BLDG PRODS INCDFND | COM | 397.66K | SH | $91.40M 3.07% | 0.00 | 0.00 | 0.00 |
NVR INCDFND | COM | 13.24K | SH | $90.20M 3.03% | 0.00 | 0.00 | 0.00 |
KINSALE CAPITAL GROUP INDFND | COM | 240.73K | SH | $79.40M 2.67% | 0.00 | 0.00 | 0.00 |
BRIGHT HORIZONSFAMILY SOLUTIONDFND | COM | 1.08M | SH | $76.61M 2.58% | 0.00 | 0.00 | 0.00 |
RESMED INCDFND | COM | 387.67K | SH | $75.55M 2.54% | 0.00 | 0.00 | 0.00 |
BANK OZK LITTLE ROCK ARKDFND | COM | 1.20M | SH | $62.41M 2.10% | 0.00 | 0.00 | 0.00 |
MARKEL CORPDFND | COMMON STOCK | 30.88K | SH | $60.30M 2.03% | 0.00 | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 339.89K | SH | $57.74M 1.94% | 0.00 | 0.00 | 0.00 |
KEYSIGHT TECHNOLOGIES INCDFND | COM | 143.07K | SH | $50.09M 1.68% | 0.00 | 0.00 | 0.00 |
DISNEY WALT CODFND | COM | 515.57K | SH | $49.62M 1.67% | 0.00 | 0.00 | 0.00 |
BROWN & BROWNDFND | COM | 753.29K | SH | $48.32M 1.62% | 0.00 | 0.00 | 0.00 |
ANALOG DEVICES INCDFND | COM | 93.31K | SH | $37.06M 1.25% | 0.00 | 0.00 | 0.00 |
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