GIVERNY CAPITAL INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SCHW | 1.59M | $158.42M |
 | OZK | 1.26M | $58.17M |
 | AME | 979K | $201.09M |
 | BRO | 773K | $61.57M |
 | HEI-A | 755K | $190.47M |
 | GOOG | 640K | $200.68M |
 | FIVE | 638K | $120.13M |
 | DIS | 544K | $61.94M |
 | PGR | 537K | $122.25M |
 | IBP | 519K | $134.68M |
 | BRK-B | 506K | $254.33M |
 | ANET | 419K | $54.92M |
 | BFAM | 410K | $41.59M |
 | V | 407K | $142.86M |
 | GOOGL | 361K | $113.12M |
 | KEYS | 334K | $67.87M |
 | TWFG | 332K | $9.54M |
 | META | 313K | $206.90M |
 | MEDP | 263K | $147.89M |
 | FND | 236K | $14.36M |
The Charles Schwab Corporation
SCHW
Shares Held
1.59M
Value
$158.42M
Bank OZK
OZK
Shares Held
1.26M
Value
$58.17M
AMETEK, Inc.
AME
Shares Held
979K
Value
$201.09M
Brown & Brown, Inc.
BRO
Shares Held
773K
Value
$61.57M
HEICO Corporation
HEI-A
Shares Held
755K
Value
$190.47M
Alphabet Inc.
GOOG
Shares Held
640K
Value
$200.68M
Five Below, Inc.
FIVE
Shares Held
638K
Value
$120.13M
The Walt Disney Company
DIS
Shares Held
544K
Value
$61.94M
The Progressive Corporation
PGR
Shares Held
537K
Value
$122.25M
Installed Building Products, Inc.
IBP
Shares Held
519K
Value
$134.68M
Berkshire Hathaway Inc.
BRK-B
Shares Held
506K
Value
$254.33M
Arista Networks, Inc.
ANET
Shares Held
419K
Value
$54.92M
Bright Horizons Family Solutions Inc.
BFAM
Shares Held
410K
Value
$41.59M
Visa Inc.
V
Shares Held
407K
Value
$142.86M
Alphabet Inc.
GOOGL
Shares Held
361K
Value
$113.12M
Keysight Technologies, Inc.
KEYS
Shares Held
334K
Value
$67.87M
TWFG, Inc. Common Stock
TWFG
Shares Held
332K
Value
$9.54M
Meta Platforms, Inc.
META
Shares Held
313K
Value
$206.90M
Medpace Holdings, Inc.
MEDP
Shares Held
263K
Value
$147.89M
Floor & Decor Holdings, Inc.
FND
Shares Held
236K
Value
$14.36M