Loading…
CIK 0001641864 • 11 13F filings • May 13, 2025 – Aug 26, 2026
Import this data to Google Sheets with:
=jivedata("giverny-capital-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $113.1M | 3.8%Prev: 2.5% | 361,398 SH | Increased+4,570 SH |
| ALPHABET INC C | CAP STK CL C | $200.7M | 6.7%Prev: 4.6% | 639,507 SH | Increased-15,530 SH |
| AMETEK INC | COM | $201.1M | 6.7%Prev: 6.4% | 979,458 SH | Increased+4,999 SH |
| ANALOG DEVICES INC | COM | $47.9M | 1.6%Prev: 1.3% | 176,747 SH | Increased+4,972 SH |
| APPLE INC | COM | $4.5M | 0.1%Prev: 0.2% | 16,518 SH | Increased-458 SH |
| ARISTA NETWORKS INC | COM | $54.9M | 1.8%Prev: 1.7% | 419,158 SH | Increased+8,730 SH |
| BANK OZK LITTLE ROCK ARK | COM | $58.2M | 1.9%Prev: 2.0% | 1,264,042 SH | Increased+51,604 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $8.3M | 0.3%Prev: 0.2% | 11 SH | Increased+3 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $254.3M | 8.5%Prev: 8.4% | 505,984 SH | Increased+434 SH |
| BIRKENSTOCK HLDG PLC | COM | $1.1M | 0.0%Prev: 0.1% | 27,392 SH | Decreased |
| BOOKING HOLDINGS INC. | COM | $114.8M | 3.8%Prev: 3.8% | 21,445 SH | Increased+268 SH |
| BRIGHT HORIZONSFAMILY SOLUTION | COM | $41.6M | 1.4% | 410,196 SH | New |
| BROWN & BROWN | COM | $61.6M | 2.1%Prev: 1.1% | 772,520 SH | Increased+477,711 SH |
| BUILDERS FIRSTSOURCE INC | COM | $9.3M | 0.3% | 89,984 SH | New |
| CAPITAL ONE FC | COM | $2.0M | 0.1%Prev: 0.1% | 8,274 SH | Decreased-6,500 SH |
| COPART INC | COM | $1.1M | 0.0%Prev: 0.1% | 27,484 SH | Decreased |
| COSTCO WHSL CORP NEW | COM | $207K | 0.0%Prev: 0.0% | 240 SH | Decreased |
| DISNEY WALT CO | COM | $61.9M | 2.1%Prev: 1.0% | 544,419 SH | Increased+296,201 SH |
| DREAM FINDERS HOMES | COM | $551K | 0.0%Prev: 0.0% | 32,202 SH | Decreased |
| FERGUSON ENTERPRISES INC | COM | $8.1M | 0.3%Prev: 0.2% | 36,374 SH | Increased+2,666 SH |
| FIVE BELOW INC | COM | $120.1M | 4.0%Prev: 2.8% | 637,747 SH | Increased-94,363 SH |
| FLOOR & DECOR HLDGS INC | CL A | $14.4M | 0.5%Prev: 0.9% | 235,876 SH | Decreased+1,955 SH |
| HEICO CORP NEW | CL A | $190.5M | 6.4%Prev: 5.0% | 754,532 SH | Increased+12,877 SH |
| INSTALLED BLDG PRODS INC | COM | $134.7M | 4.5%Prev: 3.2% | 519,236 SH | Increased+14,501 SH |
| INTUITIVE SURGICAL INC | COM NEW | $229K | 0.0%Prev: 0.0% | 405 SH | Increased |
| ISHARES TR | US HOME CONS ETF | $1.1M | 0.0%Prev: 0.0% | 11,698 SH | Increased+1,266 SH |
| JPMORGAN CHASE & CO | COM | $16.7M | 0.6%Prev: 0.4% | 51,838 SH | Increased+7,976 SH |
| KEYSIGHT TECHNOLOGIES INC | COM | $67.9M | 2.3%Prev: 1.9% | 334,046 SH | Increased+2,201 SH |
| KINSALE CAPITAL GROUP IN | COM | $83.8M | 2.8%Prev: 1.5% | 214,264 SH | Increased+123,505 SH |
| LITTELFUSE INC | COM | $20.6M | 0.7%Prev: 0.7% | 81,585 SH | Increased+970 SH |
| LULULEMON ATHLETICA INC | COM | $30.0M | 1.0%Prev: 2.0% | 144,237 SH | Decreased+869 SH |
| M & T BK CORP | COM | $1.5M | 0.1%Prev: 2.5% | 7,540 SH | Decreased-360,041 SH |
| MARKEL CORP | COMMON STOCK | $94.5M | 3.2%Prev: 2.7% | 43,978 SH | Increased+647 SH |
| MASTERCARD INCORPORATED | CL A | $16.4M | 0.5%Prev: 0.5% | 28,759 SH | Increased+2,484 SH |
| MEDPACE HOLDINGS INC | COM | $147.9M | 4.9%Prev: 2.8% | 263,320 SH | Increased+29,033 SH |
| META PLATFORMS INC | CL A | $206.9M | 6.9%Prev: 6.7% | 313,449 SH | Increased-1,646 SH |
| MICROSOFT CORP | COM | $824K | 0.0%Prev: 0.0% | 1,704 SH | Decreased-650 SH |
| NOVO-NORDISK A S | ADR | $631K | 0.0%Prev: 0.0% | 12,400 SH | Decreased |
| NVR INC | COM | $102.9M | 3.4%Prev: 4.1% | 14,112 SH | Decreased+554 SH |
| OLD DOMINION FREIGHT LINE IN | COM | $824K | 0.0%Prev: 0.0% | 5,255 SH | Decreased |
| PROGRESSIVE CORP | COM | $122.2M | 4.1%Prev: 4.8% | 536,832 SH | Decreased-9,024 SH |
| RESMED INC | COM | $56.7M | 1.9% | 235,388 SH | New |
| SCHWAB CHARLES CORP | COM | $158.4M | 5.3%Prev: 2.6% | 1,585,661 SH | Increased+637,734 SH |
| SITEONE LANDSCAPE SUPPLY INC | COM | $467K | 0.0%Prev: 0.0% | 3,753 SH | Decreased |
| SPDR GOLD TR | GOLD SHS | $1.5M | 0.1%Prev: 0.0% | 3,876 SH | Increased-330 SH |
| SPDR S&P 500 ETF | ETF | $1.7M | 0.1%Prev: 0.1% | 2,474 SH | Decreased-2,278 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $4.8M | 0.2%Prev: 0.1% | 16,069 SH | Increased+1,431 SH |
| TWFG INC | COM CL A | $9.5M | 0.3% | 331,511 SH | New |
| VISA INC | COM CL A | $142.9M | 4.8%Prev: 4.6% | 407,345 SH | Increased+11,628 SH |
| YUM CHINA HLDGS INC | COM | $1.7M | 0.1%Prev: 0.1% | 36,036 SH | Decreased |
| 13F-HR/A |
| 0001641864-25-000012 |
| $2.95B |
| View |
| Aug 26, 2026 | Q2 2026 | 13F-HR/A | 0001641864-26-000010 | $2.97B | View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001641864-25-000007 | $2.92B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001641864-26-000004 | $2.73B | View |
| Aug 12, 2025 | Q1 2025 | 13F-HR/A | 0001641864-25-000006 | $2.71B | View |