Giverny Capital Inc

CIK: 1641864

Latest Filing

Filed: February 13, 2026

Total Portfolio Value

$3.00B

Total Holdings

50

Report Period

Dec 2025

Accession Number: 0001641864-26-000002
Report Date: December 31, 2025

Top 10 Holdings

BRK.B
8.5%
META
6.9%
AME
6.7%
GOOG
6.7%
HEI
6.4%
SCHW
5.3%
MEDP
4.9%
V
4.8%
IBP
4.5%
PGR
4.1%
Others
41.3%
Showing top 10 of 54 total holdings

Holdings (54)

Latest 13F positions

BR
BRK.B📈 History
BERKSHIRE HATHAWAY INC DEL
506.0K$254.33M8.5%
-1%
ME
META📈 History
META PLATFORMS INC
313.4K$206.91M6.9%
+1%
AM
979.5K$201.09M6.7%
-2%
GO
GOOG📈 History
ALPHABET INC C
639.5K$200.68M6.7%
-
HE
HEI📈 History
HEICO CORP NEW
754.5K$190.47M6.4%
+1%
SC
SCHW📈 History
SCHWAB CHARLES CORP
1.59M$158.42M5.3%
+1%
ME
MEDP📈 History
MEDPACE HOLDINGS INC
263.3K$147.89M4.9%
+1%
V
407.3K$142.86M4.8%
-
IB
IBP📈 History
INSTALLED BLDG PRODS INC
519.2K$134.69M4.5%
+1%
PG
PGR📈 History
PROGRESSIVE CORP
536.8K$122.25M4.1%
+1%
FI
FIVE📈 History
FIVE BELOW INC
637.7K$120.13M4.0%
-
BK
BKNG📈 History
BOOKING HOLDINGS INC.
21.4K$114.84M3.8%
-
GO
361.4K$113.12M3.8%
+1%
NV
14.1K$102.92M3.4%
-
MK
44.0K$94.54M3.2%
-
KN
KNSL📈 History
KINSALE CAPITAL GROUP IN
214.3K$83.80M2.8%
+12%
KE
KEYS📈 History
KEYSIGHT TECHNOLOGIES INC
334.0K$67.88M2.3%
-
DI
DIS📈 History
DISNEY WALT CO
544.4K$61.94M2.1%
+109%
BR
772.5K$61.57M2.1%
+140%
OZ
OZK📈 History
BANK OZK LITTLE ROCK ARK
1.26M$58.17M1.9%
-