GIVERNY CAPITAL INC.

PrivateCIK: 1641864
Location

MONTREAL, A8

51
Positions
$2.73B
Total AUM (reported)
13.73M
Total Shares

Allocation by class

TOTAL AUM$2.73B51 positions
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 319.6%4–1033.8%11–2540.0%Rest6.6%TOP 1053.4%0%100%
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

DFND
CL B NEW
Shares378.63K
TypeSH
Market value$181.44M
6.64%
Sole
0.00
Shared
0.00
None
0.00

ALPHABET INC C

DFND
CAP STK CL C
Shares620.91K
TypeSH
Market value$178.11M
6.52%
Sole
0.00
Shared
0.00
None
0.00

META PLATFORMS INC

DFND
CL A
Shares307.82K
TypeSH
Market value$176.11M
6.45%
Sole
0.00
Shared
0.00
None
0.00

HEICO CORP NEW

DFND
CL A
Shares738.48K
TypeSH
Market value$155.89M
5.71%
Sole
0.00
Shared
0.00
None
0.00

SCHWAB CHARLES CORP

DFND
COM
Shares1.54M
TypeSH
Market value$144.37M
5.29%
Sole
0.00
Shared
0.00
None
0.00

FIVE BELOW INC

DFND
COM
Shares617.19K
TypeSH
Market value$141.02M
5.16%
Sole
0.00
Shared
0.00
None
0.00

AMETEK INC

DFND
COM
Shares612.06K
TypeSH
Market value$131.20M
4.80%
Sole
0.00
Shared
0.00
None
0.00

MEDPACE HOLDINGS INC

DFND
COM
Shares256.08K
TypeSH
Market value$122.97M
4.50%
Sole
0.00
Shared
0.00
None
0.00

VISA INC

DFND
COM CL A
Shares396.36K
TypeSH
Market value$119.79M
4.39%
Sole
0.00
Shared
0.00
None
0.00

INSTALLED BLDG PRODS INC

DFND
COM
Shares403.67K
TypeSH
Market value$107.03M
3.92%
Sole
0.00
Shared
0.00
None
0.00

PROGRESSIVE CORP

DFND
COM
Shares528.36K
TypeSH
Market value$104.74M
3.83%
Sole
0.00
Shared
0.00
None
0.00

ALPHABET INC

DFND
CAP STK CL A
Shares348.47K
TypeSH
Market value$100.21M
3.67%
Sole
0.00
Shared
0.00
None
0.00

KEYSIGHT TECHNOLOGIES INC

DFND
COM
Shares323.18K
TypeSH
Market value$91.26M
3.34%
Sole
0.00
Shared
0.00
None
0.00

NVR INC

DFND
COM
Shares13.65K
TypeSH
Market value$89.93M
3.29%
Sole
0.00
Shared
0.00
None
0.00

BOOKING HOLDINGS INC.

DFND
COM
Shares21.12K
TypeSH
Market value$88.91M
3.26%
Sole
0.00
Shared
0.00
None
0.00

AUTOMATIC DATA PROC INC

DFND
COM
Shares419.09K
TypeSH
Market value$85.15M
3.12%
Sole
0.00
Shared
0.00
None
0.00

MARKEL CORP

DFND
COMMON STOCK
Shares42.94K
TypeSH
Market value$82.20M
3.01%
Sole
0.00
Shared
0.00
None
0.00

KINSALE CAPITAL GROUP IN

DFND
COM
Shares218.94K
TypeSH
Market value$74.80M
2.74%
Sole
0.00
Shared
0.00
None
0.00

BRIGHT HORIZONSFAMILY SOLUTION

DFND
COM
Shares742.33K
TypeSH
Market value$60.97M
2.23%
Sole
0.00
Shared
0.00
None
0.00

BANK OZK LITTLE ROCK ARK

DFND
COM
Shares1.23M
TypeSH
Market value$56.49M
2.07%
Sole
0.00
Shared
0.00
None
0.00

ANALOG DEVICES INC

DFND
COM
Shares171.05K
TypeSH
Market value$54.42M
1.99%
Sole
0.00
Shared
0.00
None
0.00

ARISTA NETWORKS INC

SOLE
COM
Shares423.36K
TypeSH
Market value$51.98M
1.90%
Sole
0.00
Shared
0.00
None
0.00

DISNEY WALT CO

DFND
COM
Shares536.51K
TypeSH
Market value$51.71M
1.89%
Sole
0.00
Shared
0.00
None
0.00

RESMED INC

SOLE
COM
Shares230K
TypeSH
Market value$51.63M
1.89%
Sole
0.00
Shared
0.00
None
0.00

BROWN & BROWN

DFND
COM
Shares755.27K
TypeSH
Market value$49.25M
1.80%
Sole
0.00
Shared
0.00
None
0.00
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