GIVERNY CAPITAL INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KMX | 1.67M | $74.94M |
 | SCHW | 1.58M | $150.44M |
 | OZK | 1.26M | $64.33M |
 | AME | 997K | $187.38M |
 | HEI-A | 750K | $190.44M |
 | FI | 651K | $83.97M |
 | GOOG | 638K | $155.44M |
 | FIVE | 637K | $98.56M |
 | PGR | 534K | $131.84M |
 | IBP | 515K | $126.96M |
 | BRK-B | 511K | $256.72M |
 | ANET | 412K | $60.09M |
 | V | 406K | $138.44M |
 | GOOGL | 359K | $87.31M |
 | KEYS | 334K | $58.41M |
 | BRO | 322K | $30.22M |
 | META | 312K | $228.99M |
 | TWFG | 300K | $8.24M |
 | MEDP | 262K | $134.61M |
 | DIS | 260K | $29.82M |
CarMax, Inc.
KMX
Shares Held
1.67M
Value
$74.94M
The Charles Schwab Corporation
SCHW
Shares Held
1.58M
Value
$150.44M
Bank OZK
OZK
Shares Held
1.26M
Value
$64.33M
AMETEK, Inc.
AME
Shares Held
997K
Value
$187.38M
HEICO Corporation
HEI-A
Shares Held
750K
Value
$190.44M
Fiserv, Inc.
FI
Shares Held
651K
Value
$83.97M
Alphabet Inc.
GOOG
Shares Held
638K
Value
$155.44M
Five Below, Inc.
FIVE
Shares Held
637K
Value
$98.56M
The Progressive Corporation
PGR
Shares Held
534K
Value
$131.84M
Installed Building Products, Inc.
IBP
Shares Held
515K
Value
$126.96M
Berkshire Hathaway Inc.
BRK-B
Shares Held
511K
Value
$256.72M
Arista Networks, Inc.
ANET
Shares Held
412K
Value
$60.09M
Visa Inc.
V
Shares Held
406K
Value
$138.44M
Alphabet Inc.
GOOGL
Shares Held
359K
Value
$87.31M
Keysight Technologies, Inc.
KEYS
Shares Held
334K
Value
$58.41M
Brown & Brown, Inc.
BRO
Shares Held
322K
Value
$30.22M
Meta Platforms, Inc.
META
Shares Held
312K
Value
$228.99M
TWFG, Inc. Common Stock
TWFG
Shares Held
300K
Value
$8.24M
Medpace Holdings, Inc.
MEDP
Shares Held
262K
Value
$134.61M
The Walt Disney Company
DIS
Shares Held
260K
Value
$29.82M